Dundee Wealth Management emerged in response to the changing opportunities in Canada’s financial services industry. The company has grown into one of Canada’s leading wealth management companies to date.

Finance

DundeeWealth Inc.

DundeeWealth Inc.'s headquarters in Toronto, Canada

David Goodman

Rob Beer

Russ Minor Cmt

Jean-francois Thibault

John Pereira

This department manages financial accounts, reporting, and analysis to ensure accurate fund management.

Finance Operations

The Leadership Team at DundeeWealth Inc. is responsible for defining the strategic direction and overseeing the overall operations of the company. This team collaborates to develop innovative wealth management solutions, ensure financial sustainability, and enhance client relationships, positioning DundeeWealth as a leader in Canada's financial services industry.

Leadership Team

This department oversees the planning, execution, and optimization of operational processes within the organization.

Operations Management

This department manages various administrative tasks and support functions to facilitate the sales process.

Sales Administration

The Financial and Investment Team at DundeeWealth Inc. is responsible for managing and optimizing client portfolios, strategizing business growth, ensuring regulatory compliance, and analyzing financial performances. Led by the EVP & CFO, the team includes experts in business development, licensed administration, investment, insurance brokerage, and fund accounting. Together, they provide comprehensive financial solutions to drive the company's wealth management objectives.

DundeeWealth Inc.

Org chart

Teams

Finance Operations

Leadership Team

Operations Management

Sales Administration

Financial and Investment Team

Offices

DundeeWealth Inc.

Org chart

Teams

Finance Operations

Leadership Team

Operations Management

Sales Administration

Financial and Investment Team

Offices

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