Our Services
Investment, Retirement, Estate and Tax Planning
Our office is pleased to offer professional services and financial brokerage in all of the following services or financial products.
Investment Services
Investment Planning
Portfolio Construction and Asset Allocation Methodology
Bank High Yield Savings Accounts
GICs (Guaranteed Investment Certificates)
Government Bonds
Corporate Bonds 1
Annuities 2
Mutual Funds
Segregated Funds 2
Preferred Shares 1
Common Stocks 1
Tax Shelters
TFSA (Tax Free Savings Accounts)
RESP (Registered Educational Savings Plans)
Retirement Services
Retirement Income Analysis and Planning
RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
LIRA (Locked In Retirement Accounts)
LIF (Life Income Funds)
Estate Planning Services
Estate Planning Analysis
Insurance Needs Analysis
Life Insurance 2
Disability Insurance 2
Critical Illness Insurance 2
Long Term Care Insurance 2
Health Plans (individual and group) 2
Wills 3
Power of Attorney 3
Trusts 3
Tax Planning Services
Tax Analysis and Planning
Tax Preparation Services 4
Banking/Lending Services
Investment and RRSP Loans
Mortgages*
Notes:
1 Offered through Advisors with DWM Securities Inc.
2 Insurance products provided through Dundee Insurance Agency Ltd.
3 Legal Services are not provided by DundeeWealth, but by Richard S. Halinda BA, LLB.
4 DundeeWealth Inc., its subsidiaries, or its affiliates, including DWM Securities Inc. does not provide any income tax preparation service and does not supervise or review any income tax returns.
* DundeeWealth mortgages provided by Invis |
