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While saving is a crucial step in any successful wealth management strategy, growing your savings is the key to financial success. Your Dundee advisor is ready to customize a comprehensive investment portfolio for you, taking into account your objectives, risk tolerance, and time horizon.

Depending on your financial goals, your Dundee advisor will work with you to establish a suitable portfolio consisting of the following products.


Stocks and bonds

Superior trade execution backed-up by insightful research.

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Mutual funds

The right mutual fund options for you.

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Segregated funds

Unique characteristics for specialized financial planning strategies.

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Guaranteed Investment Certificates (GIC)

Minimize market volatility with dependable returns.

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