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Products and Services
As part of Shane's team approach he relies on the expertise of highly qualified specialists to aid in the preparation of financial plans for his clients. Putting their combined knowlede together allows them to provide a virtual "one stop" shop for financial products and services.
Services Provided
- Investment Planning (mutual funds, GICs, stocks, segregated funds, etc)
- Tax Planning (income splitting, income spreading, deductions, credits, tax efficient investments, etc)
- Retirement Planning (RRSPs, RRIFs, IPPs, LIFs, pensions and severance planning, etc)
- Estate Planning (wills and powers of attorney reviews, trusts, etc)
- Education Planning (RESPs)
- Cash management (budgeting and expense analysis)
- Financial Plans (comprehensive or modular)
- Mortgages and loans (lines of credit, loans, leverages, conventional, private, etc)
- Banking (chequing/savings accounts, premium rate savings accounts)
- Insurance (life, disability, critical illness, long term care, annuities, etc)
- Brokerage services
- Group benefits
 Services we refer clients to
- Income tax preparation
- Wills and powers of attorney
- Mortgages, loans, and lines of credit
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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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