Philosophy
A sound investment strategy is a fundamental part of any wealth creation and preservation plan. We work closely with clients to design an appropriate asset mix, and we will make specific recommendations suitable to each client's goals and risk comfort level. The result: a truly personalized portfolio tailored to meet each client's specific investment objectives.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
