Services Provided Kris Sammy and his team make up one of a few select groups of Investment Advisors in the industry who are qualified to provide full financial services including discretionary management of investment portfolios.
Our comprehensive financial planning process is highly valued by our clients, as are many of the services we offer. We believe your time is important and they will always strive to provide you with worthwhile insights when you meet with us.
To demonstrate this, we have included here a list of the principal services we provide to our esteemed clients.
Since we operate independently we are able to obtain the best solutions to fit our clients' individual needs.
*Mortgages provided by Dundee Mortgage Services Inc. Powered by Invis. **Insurance products provided through multiple insurance carriers.
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.
