Holliswealth

189 Kent St W
Kawartha Lakes, ON K9V 5G6

Dundee Wealth Management in Kawartha Lakes, ON, offers a comprehensive suite of financial services, including personalized financial planning, investment management, and insurance solutions. With a focus on integrity and financial strength, they specialize in areas such as retirement planning, estate planning, and tax planning to help clients achieve their financial goals.

The firm also provides a range of investment options, including mutual funds, stocks, bonds, and segregated funds. Their team of experienced portfolio managers and financial experts is dedicated to delivering customized strategies tailored to individual client needs, making them a trusted partner in wealth management.

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