DundeeWealth

DundeeWealth Inc.

Type	Subsidiary of Scotiabank
Industry	Financial Services
Founded	1998
Headquarters	Toronto, Ontario (Canada)
Key people	Ned Goodman, Founder David Goodman, CEO
Revenue	CDN $895 million (fiscal 2006), Assets = CDN $62.7 billion (April 30, 2007)
Employees	1,000 Advisors
Parent	Scotiabank [1]
Website	www.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 DundeeWealth'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, Invesco 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

External links

• Official website