DundeeWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s Global Wealth Management division.
It provides diversified wealth and investment management solutions, which includes alternative and tax-advantaged products and advisory services, to Advisors, institutions, corporations and foundations.
It supports innovative wealth management through a network of independent Advisors who operate under the DundeeWealth brand in cities and towns across Canada.
DundeeWealth’s financial advisory network has grown from $5.2 billion in assets under administration at August 31, 1999 to $26.1 billion in assets under administration and, in addition, $1.96 billion in assets under management, both as at February 28, 2011.
The network encompasses the Advisors of multiple regulated entities, including DWM Securities Inc. DWM Securities Inc. is a full service securities dealer and a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.