Dundee Wealth Management

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27 Coldwater St
Orillia, ON L3V 1W4
+1 (705) 323-9149
http://www.dundeewealth.com

Dundee Wealth Management, located in Orillia, ON, offers a comprehensive range of financial services including personalized financial planning, investment management, and insurance solutions. With a focus on integrity and financial strength, the firm provides access to blue-chip mutual funds, stocks, bonds, and various retirement and tax planning services.

The company's subsidiaries, including Dundee Securities Corporation and Dundee Private Investors Inc., ensure a full-service approach to wealth management, catering to individual and institutional clients alike. Whether through their innovative Dundee Summit Investment Account or tailored group benefits, Dundee Wealth Management is dedicated to helping clients achieve their financial goals with expertise and support.

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