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.

David Goodman

Renee Kirby Cpa

Karen Watters

Jody Parker

Jennifer Racho

Gary Bertleff

Darren Su

Rashad Shallwani

Chris Edmunds

Russ Minor Cmt

Al McDermott

John Pereira

Jean-francois Thibault

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.

Financial and Investment Team

Leadership Team

Financial and Investment Team

About

Team members

Other teams at DundeeWealth Inc.

Leadership Team