Some of the many services we offer include:
Investment and cash flow planning
Income tax and estate tax minimization strategies
Customized and separately managed portfolios
Business succession planning
Risk assessment / risk management
Business and stock option planning
Investment tax minimization strategies
In-trust accounts, RRSPs, RRIFs, RESPs, LRIFs, LIFs, joint accounts
Stocks, mutual funds, bonds, T-Bills, GICs
Insurance*: life, critical illness, disability, health, travel
* Insurance products provided through Dundee Insurance Agency Ltd.
** Mortgages available by referral through Dundee Mortgage Services, powered by Invis.
Our professionals have years of experience servicing high net worth individuals and are proactive in providing fully integrated, customized wealth solutions to every family:
Christine LaLiberté, CIM, FCSI, Senior Investment Advisor, Private Client Group, Dundee Wealth Management
Derek Wyborn, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
Cary Heming, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
Paul Grewal, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
Trish Fedewich, B.Comm., and Norm Witt, B.A., M.B.A., Notaries Public, Fedewich & Witt
Nick Smith, Lawyer, Legacy Tax + Trust Lawyers
Jeffory M. Borkowski, Barrister and Solicitor, Hamilton Duncan Armstrong + Stewart Law Corporation
The LaLiberté Investment Team is a preeminent private client advisor and wealth counselling firm dedicated to helping corporate and high net worth individuals and families protect their wealth.