Dundee Wealth Management
Dundee Wealth Management, located in Woolwich, ON, offers a comprehensive range of financial services including wealth management, personalized financial planning, and mutual fund investments. With a commitment to experience, integrity, and financial strength, they provide tailored solutions such as retirement planning, estate planning, and group benefits.
The firm operates through various subsidiaries, including Dundee Securities Corporation for full-service securities brokerage and Dundee Insurance Agency Ltd. for quality insurance products. The Dundee Summit Investment Account exemplifies their focus on asset allocation and risk management, empowering clients to effectively build their financial portfolios.
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