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DundeeWealth

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DundeeWealth Inc.
Company typeSubsidiary of Scotiabank
IndustryFinancial Services
Founded1998
HeadquartersToronto, Ontario (Canada)
Key people
Ned Goodman, Founder
David Goodman, CEO
RevenueCDN $895 million (fiscal 2006), Assets = CDN $62.7 billion (April 30, 2007)
Number of employees
1,600+ and 1,800+ Advisors
ParentScotiabank [1]
Websitewww.dundeewealth.com

DundeeWealth Inc. is a Canadian financial services company, formerly a public company and subsidiary of Dundee Corporation. Dundee Place is a 30-storey building at 1 Adelaide Street East, in the downtown Toronto financial district, and is home to Dundee Wealth Management's head office.

Subsidiaries

  • Brokerage
    • DWM Securities Inc.
    • Dundee Private Investors Inc.
    • Dundee Insurance Agency Ltd.
    • Dundee Mortgage Services Inc.
  • Investment Management
    • Goodman & Company Investment Counsel
    • Dynamic Funds (http://www.dynamic.ca)
    • DundeeWealth Investment Counsel (formerly Goodman Private Wealth Management)

Brokerage

DundeeWealth's brokerage business is made up of DWM Securities Inc., Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgages Services Inc.

These operations include a full service investment dealer engaged in wealth management & financial advisory services, retail brokerage, financial planning, mutual fund dealership, a full service Managing General Agency (Insurance), and Mortgage services.

DundeeWealth has approximately 1,000 Advisors dealing with the public.

Investment Management

DundeeWealth's investment management business is run by Goodman & Company Investment Counsel, whose Dynamic Funds division is perhaps the more commonly known business in DundeeWealth's investment management business.

Dynamic Funds is a mutual fund company, competing with the likes of Fidelity, AIM Trimark, AIC, CI Funds, and many others. See the mutual fund companies in Canada page for more information.


Sources

  1. ^ https://docmgt.dynamic.ca/documentdownload/getdocument/3297
  2. ^ "Company Profile for DundeeWealth Inc (CA;DW)". Retrieved 2008-10-14.