What Sets Us Apart
Each of the following truly defines the unique qualities which sets our Welland office apart.
Professional accreditation, although not an industry requirement, is mandatory for all Financial Advisors in the Welland office. The Certified Financial Planner (CFP) designation is recognized across Canada and throughout the world as the standard for education, examination, ethics and experience. Trust is at the heart of the financial planning relationship - trust in the planner's competence and integrity.
Experience gained as Welland's oldest and largest professional financial planning practice is an attribute we proudly share.
Professional Practice Standards provide the foundation in designing each client's personal plan, which is monitored and updated during regularly scheduled periodic reviews. A personal plan may include Investment, Retirement, Estate and Tax Planning Professional depth provided by our team of four Certified Financial Planner professionals and supporting staff affords three essential benefits.
Immediate Service regardless of professional development commitments, vacations or any unforeseen circumstances.
Expertise and Specialization to professionally advise on all services, options and opportunities, all at one location.
Stability, is there a more endearing feature in the financial world?
As entrepreneurs, our investment in the Welland office ensures the continuity of our personal service, and our accountability is to our clients not to an employer.
Legal and Income Tax Services are available on site to complete your estate planning and tax preparation/planning needs. These services are not provided by Dundee Wealth Management but through Richard S Halinda BA, LL.B and Hodgson Management Inc. respectively. |
