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Philip Metrailler
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Philip Metrailler B.Sc., CFP, CSA
Sr. Investment Advisor
905-648-4553
[email protected]
Andrée Ansaldo 
Administrative Assistant
905-648-4553 Ext.26
[email protected]
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Upcoming Events


Presentation:

The Six Mistakes Retirees Make With Their Finances

  A specially designed presentation for investors over age 60 who are planning to retire or have already retired and who want to avoid making costly mistakes

Topics:

  • A retiree's biggest mistake and how to avoid it;
  • How  to  avoid outliving your money /  Your money should not be retired;
  • The two most common mistakes in selecting mutual funds;
  • Avoiding risk while maximizing growth;
  • The least cost method of long term care protection - FREE;
  • Avoid the government becoming your biggest beneficiary.

 

Wednesday November 28th, 2007 at the Piazza from 1:00pm - 2:30 pm 

located on Rochelle Avenue, off Stonechurch Road (across the street from Carmen's) 

**Seating is FREE but limited so call 905-540-8383 to reserve your seat**

 

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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