Dundee Wealth Management

Dundee Wealth Management, located in Stouffville, ON, provides a comprehensive range of financial services, including wealth management, investment planning, and insurance solutions tailored to individual client needs. Their offerings encompass mutual funds, stocks and bonds, GICs, estate planning, and retirement planning, with a strong emphasis on personalized service and integrity.

The firm also operates through its subsidiaries, such as Dundee Securities Corporation and Dundee Private Investors Inc., delivering full-service brokerage and customized financial planning. Dundee Wealth Management aims to enhance client financial well-being through informed asset allocation, risk management, and lifestyle planning strategies.

Generated from the website