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The Dundee Summit Investment Account is the perfect vehicle for a comprehensive portfolio management approach to asset allocation, risk management and lifestyle planning needs, giving you the freedom to concentrate on making the right choices to build your portfolio. Learn More The Dundee Wealth Management Companies

Our asset management roots can be traced back over 50 years in the Canadian investment landscape. With a history of innovation and investment success, we offer unsurpassed asset management expertise through a diverse range of award-winning investment products and services.

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Canada's largest independent financial advisory network At present, the Dundee Wealth Management companies manage and administer more than $37 billion in assets, with approximately 3,800 independent financial and insurance advisors located in approximately 900 independent offices across Canada.

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Dundee has assembled a team of seasoned professionals with deep knowledge of wealth management, natural resources, agriculture and real estate. Relying on a collaborative methodology, the merchant capital group at Dundee brings a focused approach to investing that manifests itself through a rigorous allocation of capital.

Dundee Bank Announces Zero Waste Initiative. While the burden of sustainability tends to be directed toward food suppliers and energy companies, Dundee Bank believes that saving for the future is more than a fiscal responsibility.

At HollisWealth, we approach wealth management from a different point of view. A point of view rooted in the thinking that we should have deeper relationships with advisors, investors and employees. When we do, we can provide our advisors with the tools they need to craft holistic solutions for their clients.