553 Niagara St, Welland, Ontario, L3C 1L7, Canada
About DundeeWealth
Founded in 1989, our office is not only the oldest but also the largest professional financial planning practice in the city.
From inception to the present, our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.
Acting in the best interest of our client's, their success will be our success and our respect will earn their respect.
Individual wealth management plans are developed for each client, recognizing personal goals and objectives. Within each client's risk tolerance, strategies are developed to realistically meet and protect the plan. Ongoing communication and plan updates are essential to the success of the program.
From inception to the present, our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.
Acting in the best interest of our client's, their success will be our success and our respect will earn their respect.
Individual wealth management plans are developed for each client, recognizing personal goals and objectives. Within each client's risk tolerance, strategies are developed to realistically meet and protect the plan. Ongoing communication and plan updates are essential to the success of the program.
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