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Mary Thorpe
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Mary Thorpe CFP®, FCSI, FMA
Branch Manager, Certified Financial Planner
905-634-6222
mthorpe@dundeewealth.com
Sandra Sferrazza 
Office Administrator
905-634-6222
ssferrazza@dundeewealth.com
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Dundee Newsletter


WealthBuilder Summer 2009 Issue ( 3.5 Mb)

 

Past Issues:

WealthBuilder Summer 2008 Issue ( 2.2 Mb)
Click here to view the letter accompanying the Summer issue of WealthBuilder.

WealthBuilder Summer 2007 Issue ( 332 kb)

WealthBuilder Spring 2006 Issue ( 378 kb)
Click to view our latest newsletter. This Tax issue includes some tax-savings opportunities. There are also some strategies to help you save money when your mortgage is up for renewal. Keep in mind that Mary will put you in touch with a mortgage consultant who will help you find the lowest possible rates.

WealthBuilder Winter 2006 Issue ( 962 kb)
Click on the link above to access the winter issue of Dundee WealthBuilder. This is our RRSP issue. The cover story provides information on Spousal RRSPs. It oulines the special circumstances when it may not be advisable for the higher-income spouse to contribute to an RRSP for the lower-income spouse. Plus there are some useful tips on Page 3 on how to take charge of your debt.

 

*Mortgages provided by Dundee Mortgage Services Inc. Powered by Invis.

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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