Relationships First

We build portfolios and life-long relationships with all those we advise. That means our clients are our friends and always come first.

Conservative, value and growth targeted investing is the best way to achieve maximum results while reducing risk. Before we make any recommendations or provide any investment advice, we prepare an in-depth profile of your financial situation and get to know you better.

Goals and Objectives

It is essential that we fully understand our client's financial goals and objectives. Issues like risk tolerance, years to retirement and specific tax circumstances all impact on what is the best strategy for you, our valued client.

After analyzing all these factors, we will recommend a range of investment and estate planning strategies that compliment your exact situation.

Independent Objecive Advice

By adopting a financial planning approach, we provide strategies to preserve capital, manage cash flow, grow assets, minimize taxes and properly prepare estate transfers. Our commitment to using our training, knowledge and expertise provides you with independent objective advice. With access to a wide range of financial products, we are not limited to those offered by investment companies affiliated with DWM Securities Inc.

Individuals, Families and Businesses

Strategic planning can also make a big difference to a family or business's bottom line. Our team has helped many people increase their net worth and reduce taxes through careful financial planning.

Long-term commitment

Once strategies are implemented, we monitor your results and make recommendations as conditions or objectives change. This on-going management protects you by minimizing risk while increasing returns.

As part of our commitment to service excellence, we meet with clients on a regular basis. Here, we discuss the progress made in achieving our client's financial goals, and determine if a re-balancing of the portfolio is necessary given changes in our client's life or market conditions, as well as addressing overall financial planning objectives.

DWM Securities Inc., Member-Canadian Investor Protection Fund and Dundee Insurance Agency Ltd., are DundeeWealth Inc. Companies

*Insurance products provided through Dundee Insurance Agency Ltd.