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This section outlines several of the major aspects of financial planning and explains how they fit into a total plan.  Almost all individuals and the majority of  advisors do not have a full, clear and non-conflicting set of beliefs to guide their actions. 

You can read these pages in two ways:
a) by clicking on each link in sequence and then coming back to this page;
b) by clicking the "next page" link on each page.

The six step planning process

Taxation: Destroyer of wealth


Inflation: A stealth tax on wealth


Fixed income investing: Slow financial suicide


Equity investing: Long term wealth protection and building


Typical Investor behavior leads to awful results


Four Decisions Determine Your Outcome

Dundee Private Investors Inc.
2775 Lancaster Rd. #2
Ottawa, Ont. K1B 4V8
613-746-9588

teammcgruer@dundeewealth.com