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Richard Roell
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Richard Roell CFP, FMA
Investment Advisor
905-450-6766
[email protected]
 
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Welcome


"Preparing For Tomorrow, Takes Planning Today"

It takes solid financial planning to reach your goals.

Specializing in:

  • Estate and Retirement Planning
  • Tax Reduction Strategies
  • Financial Planning

Through the effective use of:

  • Life and Disability Insurance
  • Mutual Funds
  • RRSPs and Group RRSPs
  • RRIFs & LIFs
  • RESPs
  • GICs
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 Dundee Wealth Management, 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 Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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