Client Profile
The majority of his clients are between 35 and 75 years of age. They have often dealt with banks, trust companies, credit unions and brokers, but have lacked the personalized service and professional planning support that provides peace of mind. Typically, their main objectives are to reduce risk, prudently improve investment returns, lower taxes, and preserve their estate at lower cost.
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.
