Philosophy
A sound comprehensive strategy is a fundamental part of any wealth creation and program. We work closely with clients to design an appropriate asset mix, and we 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 latter encompasses consideration relating to all aspects of eventual inheritance of such assets by following generations, where applicable.
"An investor cannot earn superior profits from stocks simply by committing to a specific category or style. He can earn them only by carefully evaluating facts and continuously exercising discipline." ~ Warren Buffet
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 DundeeWealth Inc., 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.
