Dundee Wealth Management
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Ken Gareau
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Ken Gareau CLU, CFP®
Director, Private Client Group, Investment Advisor
306-790-9454
kgareau@dundeesecurities.com
Trista Moskal 
Admin Manager
306-790-9454
tmoskal@dundeewealth.com
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What's New


Dundee InvestMate Loans

Are your investments growing as quickly as you'd like?

If you want to accelerate the growth of your investments, consider borrowing to invest.  With a traditional savings plan, it takes time to build up your investments and benefit from the effects of compound growth.  But when you borrow to invest, you can benefit from the growth of a larger and more diversified investment portfolio almost immediately.

The result?  More money working for you, and the potential to reach your financial goals sooner.

 

Vantage Leasing  

If you are self-employed or a business owner...Vantage Leasing offers competitive lease financing for many types of business equipment.

Leasing transactions from $2,500 to $10,000,000 and up with terms from 24 months to 84 months.

Discover the advantages of leasing, leasing has become one of the most widely used methods of financing for equipment and machinery aquistions by businesses.

With Vantage Leasing, you get get fast quotes on leasing arrangements that fit your situation, as well as, access to very competitive leasing rates.

"Buy what appreciates and lease what depreciates"

 

The Tax-Free Savings Account (TFSA)

In the 2008 budget, the government of Canada introduced a brand new personal savings vehicle: the Tax-Free Savings Account (TSFA), to help you save for different purposes throughout your lifetime.  This new account is the most important personal savings vehicle for Canadians since the introduction of the RRSP in 1957.

As of January 2, 2009, you will be able to start contributing to a TFSA, which can hold any combination of eligible investment vehicles, such as cash, stocks, bonds, GICS and mutual funds, the growth of which will be tax-sheltered.

Your financial advisor can help you plan how the TFSA can help you meet your savings and investment goals.

  Call us today for more details.  

The particulars contained herein were obtained from sources which we believe 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 Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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