We build not just Net Worth, but High Life Worth™ for our clients
We believe in active management of client portfolios using Fundamental, Quantitative and Technical Analysis of markets and securitiesIn our practice at DWM Securities Inc. (Member of Scotiabank Group®), we take an holistic approach to Wealth Management for our Individual and Corporate clients. Based on our client's unique financial situation, we use strategies for Wealth Creation, Preservation and Inter-generational Transfer in a planned and tax efficient manner.
We believe in building trusted long term relationship with our clients and their families.
Using Active Portfolio Management techniques, we try to achieve higher Risk Adjusted Returns on our client portfolios.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered.
