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Our team, working within Dundee Private Investors Inc., is an independent provider of financial services using comprehensive financial planning to help our clients determine their wants and needs, develop a written plan to achieve these and implement and monitor the plan through the years. We aim to add value of at least 1% per year to our clients' financial lives by:
- Motivating our clients to implement sound financial plans
- Ensuring all major aspects
of our clients' financial planning have been carefully addressed
Monitoring investments and plan progress to adapt where necessary
Providing expert advice so clients worry less and save time to enjoy the rest of their lives
Helping clients avoid mistakes which erode wealth
We primarily serve clients in the Ottawa region who have the desire and resources to build and protect wealth. Our typical client has a very busy life and delegates willingly to competent professionals.
When clients enter our office they immediately feel comfortable in the surroundings. They are treated with warmth by people who know them by first name and are familiar with their non-financial lives.
When our clients know someone who could benefit from professional financial advice our firm is the only one which comes to their mind. We currently have a team of four dedicated people to help manage our clients' financial plans.
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