Hollis Wealth

Closed
Call
Website
460 Brant St # 29
Burlington, ON L7R 4B6
+1 (905) 681-6329
https://www.dundeewealth.com

Dundee Wealth Management offers a comprehensive range of services, including personalized financial planning, investment strategies, and insurance products. With a focus on portfolio management, risk management, and lifestyle planning, the company aims to empower clients to make informed decisions to build their wealth.

As part of its offerings, Dundee Wealth Management consists of various specialized divisions, such as Dundee Securities Corporation and Dundee Private Investors Inc., providing expertise in securities brokerage, mutual funds, and guaranteed insurance products. The company's commitment to integrity, financial strength, and personalized service ensures that clients receive tailored solutions to meet their financial needs.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Edward Jones - Financial Advisor: Peter N Skoretz, FCSI®|FMA

Edward Jones - Financial Advisor: Peter N Skoretz, FCSI®|FMA

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Edward Jones - Financial Advisor: John Krasevec

Edward Jones - Financial Advisor: John Krasevec

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

iA Private Wealth

iA Private Wealth is a financial services firm based in Burlington, ON, offering personalized wealth management solutions to individuals and families. With a focus on building long-term relationships and providing tailored financial advice, iA Private Wealth helps clients navigate the complexities of investing and financial planning. Generated from their business information
Canada›Ontario›Burlington›Hollis Wealth

Partial Data by Foursquare.