Other Financial Services

I can provide a number of valuable financial services:

• Registered Retirement Savings Plans (RRSPs): Prepare for your retirement with these tax-sheltered savings plans.
• Registered Education Savings Plans (RESPs): Save for the education child or grandchild in these registered plans.
• Registered Retirement Income Funds (RRIFs): Provide an income to provide for your retirement.
• Estate Planning: Assistance in the preparation of a power of attorney and the creation of a will.
• Tax Preparation*: Assistance to the taxpayer in filing a return during tax season, and suggestions for tax savings all year long. Income tax preparation services not provided through Dundee Private Investors Inc.
• Mortgages: Finance your home with a mortgage from DundeeWealth, mortgages are provided by Invis by referral.

Are you aware of all the financial options that you have available to you? I can conduct a detailed analysis of your current situation and help you choose from the alternatives available.

* DundeeWealth Inc., its subsidiaries, or its affiliates, including Dundee Private Investors Inc., does not provide any income tax preparation service and does not supervise or review any income tax returns.

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