Now you have gone through all the above steps and you have managed to grow your initial investment into a sizeable amount. You want your wealth to continue to grow. You expect advice that is not only sound, but also objective relative to your ability to tolerate risk. You want the solution that is suitable to you and for your family. What if we could do all that and also give you the simplicity of a single annual fee?
The Dundee Summit Investment Program has been specially designed for investors who's investable assets exceed $250.000 and who possess a belief in the "long-term" investment approach. The Summit program allows you to make a specified number of trades per year while retaining the full service of your Dundee advisor with the added bonus of a low annual fee.
Call Phil today for your FREE portfolio review and find out how the Dundee Summit Investment Program can work for you.
*Eligible deposits are insured by the Canada Deposit Insurance Corporation for up to $100,000. with no fee for this service.
**Dundee Securities' research analysts provide coverage of a broad range of industry sectors and individual companies to assist in the investment decision-making process. The research team is comprised of seasoned professionals who have consistently achieved a high standing within the industry throughout their careers.
***Please note that this method of investment is on a "fee per transaction" basis.
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 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.
