As part of our commitment to delivering quality financial planning and sound investment advice to our clients, Dundee Securities Corporation provides access to a team of Certified Financial Analysts. These professionals provide us with economic, product and industry research and insightful monthly market commentaries, all of which assists us to effectively help our clients significantly increase the probability of achieving their life goals and objectives.

Wayne Lenihan, CA, Tax Specialist*

Wayne provides a wide range of accounting services to my clients with his extensive background in tax planning for owner-managed businesses, non-resident and non-profit auditing. He holds a Bachelor of Business Administration degree and obtained his CA designation in 1996. Wayne is a partner in Meyers Norris Penny LLP.

Craig Hewson, CLU, Benefits Consultant

Craig holds the CLU designation and has extensive experience in the area of employee benefits. He provides independent, unbiased employee benefit consulting, thereby ensuring that my clients benefit programs are always competitively priced. Craig is Vice President at TRG Group Benefits & Pensions Inc.

Debra Charters, Mortgage Specialist

Debra is a local full service mortgage broker and has over 13 years experience in the financial services industry. She strives to assist my clients in securing the right mortgage for their situation. This means she will help you get the best mortgage possible at the lowest rates for your individual situation.

Definition of Team: A distinguishable set of two or more individuals who interact dynamically, interdependently and adaptively to achieve specified, shared and valued objectives.

*Tax preparation and advice are not provided through Dundee Securities Corporation.