Objective
- To look for ways to provide above average returns with below average risk
- To minimize fees and eliminate as much tax as possible
- To create the most effective Retirement Income Distribution model for your situation
Research
- In depth analysis of stocks and bonds with access to DundeeWealth Private Client Research
Money Management
- Stock and Bond Portfolios
- Mutual and Segregated Funds
- Discretionary Private Money Management
- Access to New Stock Issues (IPO’s)
- Discretionary Private Money Management thru the DundeeWealth Vintage Program
Retirement Distribution Strategies
- individual executive pensions, annuities*, lifetime tax exempt plans
*Insurance products provided by Dundee Insurance Agency Ltd.
