Tax and Estate Planning
It is important that our clients are acquainted with the financial concepts and ideas we use during our meetings. Below are some simple and easy to read documents that may be of interest to you.
Feel free to browse through them. If you have any questions, please give us a call.
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.
