Recognizing my specialty is financial planning, and knowing that a complete wealth plan goes beyond just investments, Dundee Wealth mortgages provided by Invis can help you with all your credit related transactions.
Whether you, or someone you know, are looking to buy a new home; recreational or Investment property; or simply need to refinance an existing mortgage - we can help. Finding the right mortgage has never been more time-consuming, or daunting. With hundreds of lenders out there, each offering their own take on the product, it is important to have an expert to help you make sense of it all.
As your advisor, I am committed to meeting all your needs. And for this reason, it is a pleasure to now be able to extend my service offerings to include mortgages. I am confident that through Dundee Wealth's affiliation with Canada's largest Mortgage Brokers Invis, we will be able to secure the best mortgage solution for your personal situation - and at a better rate than you may be able to get on your own.
We invite you to check out the Fixed Rate and Variable Rate options available from Dundee Wealth mortgages provided by Invis.
Tax:
Personal Income Tax Preparation Service**
Electronic filing (e-filing) of tax returns**
Estate:
You need to designate a team of professionals to help with your estate planning needs. My role as a financial advisor is to provide direction on various strategies for you to maximize.
Lending Library:
Books, motivational tapes and videos are available for my clients to sign out.
* DundeeWealth Mortgages provided by Invis ** Please be advised that income tax preparation services are not provided by or through Dundee Private Investors Inc. or any of its affiliated companies ("Dundee"). Dundee does not supervise such services and should not be considered responsible for any results therefrom. ‡ Insurance products provided through Dundee Insurance Agency Ltd.
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.
