Dundee Securities Corp- Allan Small- Senior Investment Advisor

We are committed to delivering exceptional client service to our clients while we work hard to help you meet your financial objectives. At the same time, we recognize that both of us have a role to play to ensure that our relationship is successful. This client service agreement outlines what you can expect from us, and what we expect from you
We offer:

• Stocks

• Bonds

• Mutual funds

• GICs

• Preferred shares

• ETFs

• IPO's

• Hedge Funds

• Flow through Shares

• RRSP and Leverage loans

• Segregated funds

• Insurance

• Real Estate Trusts

• T-Bills

• High interest savings account

• Mortgages

• RRSP and RESP accounts

• Margin Accounts

• Fee based accounts

• Short Selling Accounts

• Retirement Planning

• Estate Planning

• Education Planning

• Leverage Strategies

• Systematic Savings/Withdrawal Plans

• Group Benefits

• Group RRSPs and Pensions