As one of Canada�s leading independent wealth management companies, we are committed to continually raising the bar in the field of financial planning.  With Dundee, you have access to some of the finest people and research in the business with independent product access free of conflicting advice. We work diligently to provide you the best in financial products and customer service.

2.    What do you offer?

We offer sound financial planning advice regarding taxes, investments, insurance, estate planning, pension options, retirement, and general financial matters. A wide variety of investments are available from our office including mutual funds from all leading Canadian fund companies, privately managed investment accounts, stocks, bonds, ETFs, GICs, segregated funds, life insurance, living insurance benefits, and limited partnerships.

3.    Who do you serve?

We serve individuals, corporations, small businesses, estates, and trusts. The majority of our clients are Professionals, and Business Owners. I service clients in Montreal and surrounding areas out of our centrally located office in Villle Saint-Laurent.

4.    Who benefits most from Dundee�s services?

Any client who has a financial, tax or investment problem, or who simply wishes to plan prudently for their financial future will benefit from the services we have to offer. Furthermore, those who desire a higher, more sophisticated level of financial planning than they are receiving from their current advisor or generic bank approach might find our programs and our custom tailored approach appealing.

5.    What is a financial plan?

A financial plan is an overall review of your financial situation, and takes into account your goals and objectives. It focuses on such areas as: income tax planning, asset management, estate planning, risk management, education planning, and retirement. The plan analyzes and recommends ways that you can achieve your financial goals. Depending on your specific situation, some or all of these areas will be addressed by the plan. Furthermore, the plan can be provided to you in writing.

6.    How much do you charge for your financial planning services?

We do not charge a fee for financial planning. We prepare financial plans before making any specific recommendations for individuals. If you decide to invest with us, we then receive a commission from the individual investments that you make. In many cases there are no out-of-pocket costs for clients that invest with us. Also, there is absolutely no obligation to purchase products from us, should you choose to come in and meet with us.

7.    Do you provide legal or tax preparation services for your clients?

No, we do not handle such services outright in our office. However, we do recommend individuals that specialize in these areas, as required or requested by our clients.

8.    What method of analysis do you use to analyze investments?

We focus on a fundamental approach to investment analysis with an eye towards technical analysis. In other words, we take into account such variables as prevailing economic conditions; specific industry outlook; historical data and performance; strength of company management; earnings growth and potential; as well as any applicable tax benefits. We also monitor price movements and trends when identifying buying opportunities. Above all, we attempt to select investments that harmonize well with a client�s goals and objectives, within the scope of the individual�s specific financial plan.  Special attention is placed on the track record of the portfolio managers. When using any investment manager we select those with a successful track record and risk-adjusted performance that is consistently ahead of market indices.

9.    What is your investment philosophy?

We invest in a diversified blend of securities and asset classes. By holding a broader array of asset-classes we are able to build an investment portfolio that has components with uncorrelated performance. This creates immense benefits because your whole portfolio won�t go up and down all at the same time, particularly in volatile bear markets.

We successfully blend both value and growth equity investment management styles. The core of our equity holdings are invested in a disciplined buy-and-hold strategy. They are both tactically and strategically rebalanced based on both financial planning requirements and market conditions. We aim to increase the wealth of our clients steadily through sensible and prudent methods, not speculation.

10.    Will client information be kept confidential?

Yes, client information is kept in the strictest of confidence. We hold a fiduciary duty similar to that of doctors and lawyers to maintain all client information confidential.

11.    How do I get started?

Simply contact our office. Give us a call at 514-227-5707 for more information, or to book your first appointment.