Dundee Wealth Management
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Robert Lilley
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Robert Lilley
Certified Financial Planner
905-898-4228
blilley@dundeewealth.com
Carrie Claridge 
Administrative Assistant
905-898-4228
cclaridge@dpii.ca
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Welcome


Welcome to my web site. 

 

It is hoped that you will find this site to be both useful and informative.  With your feedback we hope to be adding more information and functionality.  However, you can currently:

  • Read the daily market outlook.
  • Find out a little more about me.
  • Send either Carrie or me an e-mail.
  • Access your account information on line.
  • Use various simple calculators to get a general idea of such things as Education Costs, Mortgage Costs, Retirement Needs and more.

If you want to access your account information simply enter your Username and Password in the appropriate boxes on the right hand side of the screen.  If you haven't been set up yet with a username and password, simply call or e-mail Carrie, using the phone number or e-mail link above, and she will set you up in a matter of minutes.

Enjoy your visit and if you have any ideas about what you would like to see on this site please send me an e-mail and we will see if it is possible.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and DundeeWealth Mortgages. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered.
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