Overview

DundeeWealth Inc. is a Canadian-owned, independent wealth management company that provides diversified wealth management and investment solutions including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and innovative wealth management through independent financial advisors across Canada. The company is listed on the Toronto Stock Exchange under the symbol DW.

DundeeWealth operates in three businesses: investment management, financial advisory and capital markets. Our investment management division relies in large part on the success of our award-winning portfolio managers and the Dynamic fund family for which the company has become so widely recognized. It offers a variety of managed solutions developed for a full range of investment goals and is informed by our unwavering focus on stable, long-term growth.

The financial advisory business gives financial advisors access to a comprehensive suite of wealth management products tailored to a wide variety of client needs, including both DundeeWealth proprietary products and third-party managed investment and wealth management products and services. The partnership that we enjoy with advisors is founded on strong regulatory and corporate compliance standards framed in an open, respectful relationship which encourages loyalty, protects independence and rewards performance.

The capital markets division is our investment banking unit and is a relatively new area of expansion for the company. The business is structured to achieve maximum alignment between investment banking, equity research and sales and trading so that resources are principally allocated to areas which produce compelling economic benefits.

The philosophy that interconnects these three businesses and underpins the balanced build-out reflected in our continued expansion is the same philosophy that we offer to investors, independent financial advisors and the wide range of clients they serve around the world. It is a philosophy shaped by proven experience and an unfailing belief that superior performance is only guaranteed with innovative thinking, attention to long-term growth and informed investment discipline.