For the discerning client who requires discretionary management, a specialized and select group of ‘Blue-Chip’ Experts at Dundee Securities Corporation stand ready, with a level of professionalism and knowledge that is unrivalled.
Our team of Portfolio Managers have in excess of 150 years of collective investment experience between them, and are experienced in all aspects of tax efficiency and asset allocation. These professionals manage portfolios for an array of high net worth individuals, trusts and charitable organizations.
Your Portfolio Manager will manage your account individually, providing you with the most highly customized investment portfolio. Unlike some other organizations, where accounts are pooled, you have one person who is in direct contact with you and who is directly responsible for maintaining the integrity of your portfolio. This level of dedication and communication is essential to ensuring that you receive the maximum benefits of discretionary management.
Our Portfolio Managers specialize in accounts between $500,000 and $5 million. Discretionary managed accounts are fee based; you do not pay any commission charges on transactions.
Take control of your financial future, and enjoy the superior service and peace of mind that comes with having a full-time Portfolio Manager supervising your investment and estate planning needs.