Dunn & Partners is an authorized representative of Manulife Financial Advisers - Summit Planners Cluster
Our Vision
Our Vision is to develop a Premier Financial Services Agency committed to achieving success through providing excellent financial advice to our clients in the areas of Wealth Protection & Preservation, Wealth Accumulation and Wealth Distribution.
We are also passionate to assist our corporate clients in the area of their Risk Management, Employee Benefits, as well as Business and Succession Planning.
Client satisfaction is the key to our business success. Hence we are committed in providing exceptional client service with the objective of developing long term relationships with our clients.
We desire to be able to contribute back to society through our financial contributions and humanitarian works.
At DAP, our people are our valuable assets. Hence, we desire to attract, mentor and retain high-quality and like-minded individuals who want to succeed in building a strong financial platform for themselves.
We are looking for people with a vision larger than themselves, people with high integrity and good interpersonal skills, and who are team-players, to join us in this illustrious business.

Dunn & Partners

Susan Dunn

This department is responsible for driving revenue through the management and execution of sales strategies and activities.

Sales Department

This department provides strategic leadership and oversight for the organization.

Executive Management

This department provides expertise and guidance on financial products and services to optimize client outcomes.

Dunn & Partners

Org chart

Teams

Sales Department

Executive Management

Financial Services

Offices

Dunn & Partners

Org chart

Teams

Sales Department

Executive Management

Financial Services

Offices

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