You're probably wondering why we call it a LIFE PLAN and not a FINANCIAL PLAN? We are committed to understanding what's important in your life, not just your finances.

Our approach is simple yet comprehensive. We look at every possible solution and aspect of your finances, and how they relate to your life now and in the future. We help develop a detailed road map for our clients that includes:

• Fully understanding your want, needs, dreams and concerns.
• Setting expectations for our relationship so that we each know what to expect. We prepare a client-planner agreement to outline all that we will do for you and what we expect from our clients.
• Designing a financial plan based on your life (estate, business succession, retirement, risk, education and taxes)
• Preparing and organizing all of the necessary documents for your plan.
• Organizing the implementation of the plan as well as the ongoing maintenance of it.
• Monitoring the plan. We contact you quarterly to brief you.
• Reviewing your plan and our relationship in an annual meeting.

The particulars contained herein were obtained from sources which we believe 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 Dundee Securities Corporation, Dundee Private Investors Inc. / Ltd., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

Insurance products provided through Dundee Insurance Agency Ltd.
Only securities related products and services referenced are offered through Dundee Securities Corporation.

Dundee Securities Corporation, Member CIPF, is a DundeeWealth Inc. Company
Copyright 2006-7 Retirement By Design.