History

DundeeWealth Timeline – Acquisitions 1998 to 2008

Since its creation, DundeeWealth has used considered, strategic acquisitions as one of several tools to expand its investment management and advisory businesses by finding new distribution partners in key growth territories. The animated film below highlights ten years of growth through acquisitions at DundeeWealth.

DundeeWealth was created in 1998 when Dundee Corporation—our parent company—began the long-term strategic evolution of its core investment management business in order to compete more effectively in the financial services industry. The goal was to create a diversified and fully integrated wealth management business combining product development, investment management and distribution that could leverage the strengths that each of those businesses afforded the others.

Dundee Corporation’s financial services operations—with a successful track record tracing its origins back to 1957—were well positioned for this transformation, as the company had established an investment management business in 1991 and a financial planning business and a niche institutional research oriented brokerage firm in 1993.

Those operations were merged in 1998 with the creation of DundeeWealth in 1998 and since that time, DundeeWealth has been actively pursuing its stated strategy of being a successful integrated wealth management company, one committed to financial advice and to being a partner in growing our clients’ wealth.