HollisWealth Inc

Description

DundeeWealth Inc., a wealth management company, provides investment management, securities brokerage, financial planning, and investment advisory services to advisors, institutions, corporations, and foundations primarily in Canada, the United States of America, and Europe. The company operates through two businesses, Investment Management and Financial Advisory. The Investment Management business involves in creating, managing, and administering investment portfolios; and providing internal and third-party management and advisory services. This business offers mutual funds, managed asset accounts, portfolio solutions, closed-end products, private client asset management services, and alternative investment products, as well as professional institutional money management services. The Financial Advisory business provides financial advisory and capital market services to retail and institutional clients in Canada. It offers financial planning, estate planning, and wealth management advice; mutual funds, fee-based programs, portfolio solutions, and managed account programs; common and preferred shares of companies listed on various public markets and exchanges, initial public offerings, exchange traded funds, and alternative investments; fixed income securities, including government and corporate bonds, money market instruments, and guaranteed investment certificates; life insurance, disability, accident, critical illness, and long term care insurance solutions; segregated funds and annuities; and various banking products, such as lending and deposit based product, such as RRSP loans, residential mortgages, and savings accounts. DundeeWealth Inc. was formerly known as Dundee Wealth Management Inc. and changed its name to DundeeWealth Inc. in June 2007. The company was founded in 1998 and is headquartered in Toronto, Canada. As of February 1, 2011, DundeeWealth Inc. operates as a subsidiary of The Bank Of Nova Scotia.

Tags:

Loans and Financial, Banking, Banking Insurance, Corporate and Investment Banking Services, Retail Banking Loans, Investment Banking and Financial Services Company, Bank Securities, Bank Capital, Real Estate Banking, Private Banking Loans, Investment Loans, Banking and Investment Management Services, Banking Markets, Personal Loans, Market Loans, Loan Management, Private Banking Services