Fequently Asked Questions
 

Who is Dundee Wealth Management?

View Answer
Why do I need a financial advisor?
View Answer
Should I invest in stocks and bonds or mutual funds?
View Answer
What is a Self-Directed RRSP?
View Answer
How is Discretionary Management different from the account I hold with my financial advisor?
View Answer
How much insurance should I have?
View Answer
How much should I be saving?
View Answer



Who is Dundee Wealth Management?

Dundee Wealth Management is a Canadian company engaged in the provision of investment management & advisory services, financial & insurance planning, securities brokerage and investment banking. We create unique investment products and strategies for the discriminating investor and sponsor several families of mutual funds.

A subsidiary of Dundee Bancorp Inc. (TSX: DBC.A), Dundee Wealth Management (TSX: DW) is a publicly-traded company with over $13 billion in capital and assets under management and direction, and a nationally-dedicated group of professional specialists who have a strong track record of building success for our clients.

back to top
Why do I need a financial advisor?

Today, investors are faced with a vast and often confusing array of investment options, where each new innovation brings with it a corresponding increase in complexity.

Our ‘Blue-Chip’ Experts understand the complexities of planning for the future and will help you to take best advantage of these dynamic opportunities.

back to top
Should I invest in stocks and bonds or mutual funds?

There are many factors to consider, such as your investment objectives and your risk tolerance. You should always consult a qualified financial advisor, who will take into account your personal situation, before making such a decision.

Whatever your needs, a Dundee professional is dedicated to helping you make the right choices by providing the personalized advisory services you need to achieve your financial and lifestyle goals.

back to top
What is a Self-Directed RRSP?

This is a special type of RRSP account which allows you to consolidate various RRSP investments into a single account, which simplifyies record keeping and administration, thus giving you and your financial advisor more freedom to concentrate on making the right choices to build your portfolio.

The ‘Blue-Chip’ Experts at Dundee can help you to establish and realize the benefits of a Self-Directed RRSP.

back to top
How is Discretionary Management different from the account I hold with my financial advisor?

Discretionary Management provides you with access to a dedicated Portfolio Manager who will manage your accounts on your behalf, within predetermined guidelines.

Your Portfolio Manager will manage your account individually, providing you with a highly customized investment portfolio. You have one person who is in direct contact with you and who is directly responsible for maintaining the integrity of your portfolio.

back to top
How much insurance should I have?

Planning for the future involves considering a variety of strategies in order to ensure continued income for yourself, your business and your family. Without a systematic, disciplined and comprehensive strategy, your own and your family's lifestyle and standard of living could be at risk.

There are many factors to consider, such as your age and number of dependents. Your Dundee Insurance Agency Ltd. representative will take into account the specifics of your personal situation before making appropriate recommendations.

back to top
How much should I be saving?

It’s never too early to begin planning for your retirement. Our ‘Blue-Chip’ Experts will help you to develop a prudent retirement plan, drawing upon all the tools at their disposal to help you achieve your goals. Registered Retirement Savings Plans (RRSP) form a cornerstone in any retirement plan.

Generally speaking, many advisors suggest that you save at least 10% from every pay cheque, but this will depend on your personal situation. Whatever your goals, we’ll show you how to maximize the value of your savings, while also establishing other methods of meeting or exceeding your goals.

back to top


 

 
www.cipf.ca