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Investment Programs



Now that you've accumulated a considerable investment portfolio, it's time to consider a more comprehensive system of portfolio management. Because affluent investors have distinct needs, Dundee offers you three distinct investment programs.

Your Dundee advisor will work with you to decide which of these exclusive investment programs is best suited to your needs.


DundeeWealth Investment Counsel

Enjoy the peace of mind that comes from a patient, common sense approach to investing.

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Dundee Summit Investment Program

The perfect solution for your asset allocation, risk management, and lifestyle planning needs.

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Portfolio management

Take control of your financial future, and enjoy superior service and peace of mind.

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