William Lutsch


	William Lutsch

William Lutsch
Financial Advisor, CFP
phone: 705-726-7526
email: [email protected]



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Financial Products & Services

Product Areas:

RRSPs / Mutual funds / Seg. funds / GICS
RESPs / In-trust for accounts
Life insurance
Employee benefits / Group RRSPs
Living benefits (critical illness / long term care)
Disability insurance

Services:

Education planning
Retirement planning
Written financial plans
Risk analysis
Estate planning
Employee benefit program planning
Tax planning

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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