• Serving New Brunswick since 1985!
• Dundee Wealth oversees $63.5 billion in assets under management and administration. 
• Helping you with a wide rance of Retirement & Investment Planning, Full Succession Planning & Estate Planning
• We work with Banks, Trust Companies and Independent Investment Companies.
• Our Wealth Management Team consists of:
• Gary Robertson, CFP - Director, Private Client Group/Financial Advisor - Dundee Private Investors Inc. - 22 Years
• Paulette Collins - Branch Manager, Dundee Private Investors - 13 Years
• Darcy Carr - Alternate Branch Manager - 9 Years
• Our major strength is our client support and administration team which consists of Brenda Arsenault, Darren Robertson, Vicky Barton, Rachel Parlee.

"By far, the greatest benefit for my wife and I over the last twelve years, and now for our three children and their families, has been not feeling the need to read the stock lists every day!  Knowing we're on a well thought through master plan - That's working - has proven to be a great stress reducer for all of us."

Larry - Retired, Military