Dundee is one of Canada's largest independent financial planning firms, with over 2,400 advisors coast to coast, and approximately $40 billion in assets under management and administration. We are a very high quality and reputable organization, and are well known for giving high quality advice and for taking very good care of our clients.

My goal is to consistently provide high quality investment advice and service to my clients. Under Dundee I can properly achieve this. I remain independent, have access to very high quality investment research, and provide advanced financial planning services, tools and resources. In summary, here are just a few of the advantages Dundee clients enjoy:

1. Comprehensive Financial Planning - The various divisions of Dundee Wealth Management offer everything from investment advice, tax, legacy and estate planning, and retirement planning.

2. Efficient Administration - With advanced back office support from Dundee, client requests and transactions are processed quickly and monitored thoroughly, with great care and accuracy.

3. Expert Technical Advice - Knowledgeable and expert estate, tax and investment experts are available to answer questions, perform research, and recommend personalized solutions.

4. Unbiased & Increased Investment Variety - Through Dundee Private Investors, I can provide a large selection of mutual funds, bank GICs and government bonds, as well as design financial plans. Stocks, bonds, and other securities can be traded on a referral basis through Dundee Securities Corporation. Unbiased and well researched.