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Rob Willis, CFP

Branch Manager & Investment Advisor
phone: 250-752-5100
email: [email protected]

Gloria Boudot
Administrative assistant
phone: 250-752-5100
email: [email protected]


 
 
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On-line Account access


At Dundee Securites Corporation, we have the latest in account technology. Simply sign up for "FREE" online access to your account through our office.

Review your portfolio daily, monthly or whenever you wish. You can even enter in investments held at other financial institutions. This way you can keep track of all your investments in one simple location. No more missing assets, or forgetting accounts. It's easy, it's safe, and it's convenient.

You will also get access to Dundee Securities research and GIC rates.

To order your on-line access just call Rob or Gloria at 752-5100.

 


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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