Dundee Private Investors
2775 Lancaster Rd
Ottawa, ON K1B 4V8
Dundee Private Investors, led by financial planner David McGruer and his dedicated team, offers comprehensive financial strategies tailored to meet the diverse goals of clients in the Ottawa region. Their services encompass a broad range of areas including cash flow management, investment planning, tax strategies, insurance, and estate planning.
With over 27 years of experience, the firm emphasizes the importance of expert advice and client education in navigating investment behaviors and market challenges. They are committed to helping clients achieve long-term wealth protection and legacy creation through a structured planning process.
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