About Our Team:

Our clients have entrusted our team of four investment advisors and two administrative assistants with over $110 million of their assets. Together, we offer a diverse range of financial talents to each of our clients. Specializing in wealth accumulation, retirement transition, estate planning and corporate ownership we provide value beyond growing and preserving your wealth by discovering superior opportunities in line with your needs.

Wealth management extends beyond investment, retirement or estate planning. It involves comprehensive planning for building, managing and preserving wealth so that you can achieve your family's personal and financial goals. Most importantly, it provides peace of mind to allow you to concentrate on those things that are of real importance to you.

Our solid business foundation, experience in building growth-orientated, risk-averse investment portfolios and complimentary team approach, form the cornerstone from which we offer you solid investment advice.

Taking care of our existing clients is very important to us. We have grown primarily through client referrals, and as we continue to earn more referrals our first priority is to ensure we continue to offer existing clients the level of service they have grown to appreciate.

What we do:

We successfully plan for, create and preserve wealth.

We believe that our disciplined process-driven approach, which focuses on every aspect of your wealth, is the prudent way to manage your financial matters. We also believe that financial success comes through thoughtful planning, patience and discipline. We are never satisfied with the status quo and continually challenge ourselves to find proven and effective solutions that put our clients further ahead.

We view our relationship with you as a partnership, built on a foundation of trust, honesty and integrity.

How we help:

Do you ask yourself questions like these?

• How much income could my retirement savings reasonably produce?
• How will my family manage if I'm not here, or my spouse isn't here?
• How can I lower my taxes through more effective investment strategies?
• How can I be sure that my assets will be passed to my heirs most efficiently?
• How can I reduce the amount of tax the CRA will take from my estate?
• How can I most effectively save for my children or grandchildren's education?

Whether your objectives favour capital appreciation, capital preservation, structured income, or all three, we will tailor a program to fit your specific needs.

Business owners and their families, including self-employed individuals and professionals, have additional challenges in organizing their financial and life management plans. Our team provides a wide range of planning and professional services to assist in developing and executing plans to meet these often complex needs.

DundeeWealth Inc.:

DundeeWealth Inc. is a Canadian-owned, integrated wealth management company. We are a company committed to helping clients meet their investment objectives and goals with the highest of standards. DundeeWealth Inc. creates and provides investment solutions and advisory services for financial advisors, institutions, corporations and foundations through our two main businesses: investment management and financial advisory.

With a firm belief in the power that comes with knowledge and information, DundeeWealth engages in extensive in-house research and due diligence on both Canadian and foreign wealth creation opportunities.