Welcome to our branch of Dundee Private Investors Inc.
Welcome to our branch of Dundee Private Investors Inc. David McGruer and a small group of dedicated professionals help people in the Ottawa region implement comprehensive financial strategies to reach their goals in life. Complete financial planning includes cash flow, investments, tax planning, asset positioning, insurance, estate and education planning and most important, advice from an expert.
Securities related products and services are offered through Dundee Private Investors Inc.. Insurance is provided through Dundee Insurance Agency Ltd. and tax return preparation is provided through McGruer Financial Foundations Inc.+
Investor Behaviour
How to improve your returns
If you think most people are rational investors, think again. Financial services market research firm DALBAR has surveyed individual households for more than 20 years and created their Quantitative Analysis of Investor Behavior...
Read more of this articleThe only four equity portfolios
Once you have dealt with the basics of identifying that a) equity investments are necessary to protect retirement income from the ever-rising cost of living; and b) diversification is essential to avoid permanent losses you can...
Read more of this articleMackenzie conference report
In May 2011 I attended Mackenzie University, a full-day professional development seminar and in September 2011 I attended the annual Mackenzie Due Diligence conference, a full-day session where several money managers and tax and...
Read more of this articleContact Us:
Dundee Private Investors Inc.
2775 Lancaster Road, Suite 2
Ottawa, Ontario K1B 4V8
Phone: 613-746-9588
Fax: 613-746-7818
Click on the map below for directions
World Climate
