Our Code Of Exceptional Value™ is our commitment to you! It sets us apart from most other financial planners.

We strictly adhere to a value system and process. We outline the values and processes we follow with all of our clients. Our promise to all of our clients is that we will help you plan well for your retirement and your future financial security.

Like any professional, we specialize in some areas but not others. We will not put your goals at risk. As such we prefer to use outside professionals when it benefits our clients.

Below is a list of services and value we provide each of our clients:

• Retirement By Design™ – We make every effort to help you reach your goals on purpose, rather than hope and or luck. Our plans are designed to purposefully get you exactly where you want to go.
• Life Plan – We look at all areas of your finances and how they relate to your life. Our Life Plan offers complete planning including the following planning areas: Retirement, Estate, Will, Business Succession, Risk, Education and Taxes.
• The Purpose Planner™ – Plans, Implementation Schedule, Evaluation Schedule, Client-Planner Agreement, Code Of Exceptional Value, Document Management and Protection Strategies
• Document Management Strategy – We ensure you have completed the proper documentation for your plan. We also make document safety recommendations.
• Protection From Unpredictable Risks – It is common for financial planners to protect people from the changes we can predict. But what about the changes we can’t predict? We make every effort to protect you from these as well.
• Portfolio Management – We do not extend ourselves outside of our area of expertise. Knowing our strengths, we prefer to seek outside expertise where it benefits our clients. We use professional mutual fund managers and have set up several portfolios of specific mutual funds which promote discipline in your (our) investment philosophy based on your risk tolerance and goals.

Our clients know the value they receive from working with us. Do you know the value you are currently getting?

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.