FAMILIES
• Starting Out
• Parenting
• Buying A Home
• Building Your Savings
• Protecting Your Family
• Education Planning

DundeeWealth

Our Mission

 

To work every day to assist our prized relationships to achieve a sense of comfort and wealth. For an exclusive number of families, our commitment is to focus on their wealth creation and protection for all stages of their lives. This reflects on the emphasis we place on confidence and the lasting security that only hard work and thoughtful planning can provide.

BOOMERS
• Lifestyle
• Building Your Savings
• Retirement Income Planning
• Protecting Your Income
• Taxation
• Estate Planning

Blogs

4-May. Posted in Parenting
Young teens: Stop treating them like babies
Marketing experts believe that young people are not acting their age; they’re acting, and spending, older. So start their financial education by giving them around $15 a week when they turn 12, and...

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4-May. Posted in Building Your Savings
The Tax-Free Savings Account (TFSA) is a must-have investment
Earnings accumulating in a TFSA - including interest, dividends and capital gains - are tax exempt. Unlike an RRSP, however, contributions to a TSFA are made with after-tax dollars; they do not...

read more Boomer Reports >

4-May. Posted in Estate Planning
Your Estate Plan - Getting Started
Depending on the complexity of your estate, you may require the services of a lawyer, a Investment advisor, an accountant, an insurance agent or a trust officer.

Developing a complete estate...

read more Seniors Reports >

SENIORS
• Lifestyle
• Retirement Income Planning
• Taxation
• Estate Planning
• Care Planning
• Health Concerns

Testimonials

Bryan & Wende Barrett

Delta, BC

Clients since 1996


"Dave has always been honest, trustworthy and respectful of our financial needs. His regular communication with us keeps us informed with clear and concise feedback on all market conditions which allows us to make intelligent changes to our investments when required. We feel safe with him assisting us with all of our financial decisions going forward."


Robert & Maria Bradbury  Vancouver, BC

Clients since 1994


" There are no pretentious baffle-gab conversations with Dave. He speaks a language we honestly understand. We have recommended Dave to our family and closest friends. "