Personalized advice to achieve your goals

While we understand that choosing from amongst the many wealth management options available can be a daunting endeavour, DundeeWealth is fully committed to providing you with both the products & services and the personalized advice you need to achieve your financial and lifestyle goals

The highest quality financial products and services

Drawing upon DundeeWealth's comprehensive selection of the highest quality financial products and services, I will help you choose the right solutions given your personal circumstances. 

Growing your wealth or building on the wealth you already have, negotiating a mortgage on your first home, planning for your children's education, your retirement or the succession of your estate - these are just a few of the situations in life where getting the right advice can make all the difference in the world.

No matter where you are in life, I am ready to help you achieve your financial goals, both near and long-term.

Investments

Do more with your savings.

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

Depending on your financial goals, I 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.

Mutual funds
The right mutual fund options for you.
 

Dundee Select

Opportunities for tax-advantaged growth.

A variety of registered products are available to assist you in growing your wealth on a tax-deferred basis. Beyond tax-deferral, these plans offer flexibility, affordability, and convenience.

Talk to me about customizing a comprehensive investment plan that capitalizes on opportunities for tax-advantaged growth.

Registered Retirement Savings Plan (RRSP)
It's never too early to begin saving for retirement.

Registered Education Savings Plan (RESP)
Give your children an educational advantage.

Registered Retirement Income Fund (RRIF)
Extend your tax savings into your retirement years.

Tax Free Savings Account (TFSA)
Tax-free investing for every stage of your life.

Investment programs

Comprehensive and systematic investment options for the affluent investor.

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, DundeeWealth offers you two distinct investment programs.

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

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

Dundee Summit Investment Program
The perfect solution for your asset allocation, risk management, and lifestyle planning needs. 

Mortgages

Spend your time shopping for a home, not a mortgage.

At Dundee, we believe that the right mortgage for you is one that's suits your specific needs. Through Dundee Mortgage Services provided by Invis,  your best interests will always be looked after for your mortgage requirements and we will guide you through every step of the process.

With access to a complete range of lenders and borrowing options, we can make the mortgage negotiation process simple and efficient, and ensure that you get the best product and rate to suit you. It makes sense to use a professional who knows the ins and outs when buying a home, probably the biggest investment of your lifetime. Selecting the right mortgage options can help you secure and protect your investment, and using a mortgage consultant could very well be the second best investment you ever make.

Want to find out more? Visit my mortgage site!

Business services

Make your business dreams a reality.

At Dundee, our highly qualified team of experts share your entrepreneurial spirit, and we're ready to step in with solutions to help your business succeed. Our experts stand ready to provide the support and solutions your business needs to thrive in the competitive environment you love. 

Group benefits
Achieve the right benefits coverage for your company.

Institutional sales & trading
Innovative ideas, efficient trade execution and market knowledge.

Corporate finance
Innovative financing and mergers and acquisitions expertise.