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In addition to the six step planning process, Dundee Private Investors Inc. and our Team provide several services which help complete or improve your plan.
1. 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.
AGF Funds Invesco/Trimark
Franklin Templeton Investments Mackenzie Financial
2. Tax returns - every year we do over 100 client tax returns. This helps ensure that the tax effects of planning are properly implemented. We use QuickTax which enables more accurate and speedier filing. Dundee Wealth Management, its subsidiaries, or its affiliates, including Dundee Private Investors Inc. does not provide any income tax preparation service and does not supervise or review any income tax returns.
3. 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:
Canada Life Great West Life Manulife RBC Insurance Standard Life
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