Services
Building lifetime financial plan scenarios - In late 2011 DundeeWealth launched an innovative financial planning software called myWealthPlanner that :
- extracts account values and investment holdings from our back office client account database
- is comprehensive and can work in the areas of cash flow, debt management, net worth, retirement goal setting, insurance needs analysis, retirement income and education funding
- is completely online and has a highly functional client portal
- has a document sharing vault that enables the client and advisor to securely upload important files
- runs Monte Carlo simulations to estimate the probability of reaching retirement income goals
- we can quickly update as a part of an annual financial review
- can do more and is just in the first version!
Plan types – In order to implement financial strategies we can open:
- RRSPs – Registered Retirement Savings Plans
- RRIF’s – Registered Retirement Income Plans
- TFSAs – Tax Free Savings Accounts
- RESPs – Registered Education Savings Plans
- RDSPs – Registered Disability Savings Plans
- Regular investment accounts
- High interest savings accounts
Mutual fund investing – Dundee Private Investors Inc. is a mutual fund dealer with access to almost every fund in Canada, including these few companies which we believe offer a few superior products and with whom we have a strong professional relationship.
Tax return preparation - every year we do over 100 client tax returns. This helps ensure that the tax effects of planning are properly implemented. We use professional software which enables accurate and speedy filing. Income tax preparation is provided through McGruer Financial Foundations Inc. Please be advised that income tax preparation services are not provided by or through Dundee Private Investors Inc. or any of its affiliated companies (“DundeeWealth”). DundeeWealth does not supervise such services and should not be considered responsible for any results therefrom.
Life, disability, critical illness and health insurance – Dundee Insurance Agency Ltd. is an insurance brokerage with access to most insurance companies in Canada. We can provide life, disability, critical illness and health insurance from companies such as:
Referral to and working with other professionals such as:
Dundee Mortgage Services Inc. provided by Invis (Invis Inc.FSCO #10801, SK: #315928) for- Purchasing your home
- Renewing your mortgage
- Setting up a home equity line of credit
Lawyers for:
- wills and powers of attorney
- estate planning
- incorporation
- house purchase
- marriage mediation
- contesting income tax assessments
- income splitting arrangements with your family
- Planning for families with a disabled dependent
Accountants for
- business accounting
- preparing very complex or important tax returns
