Financial Planning Solutions for Individuals and Small Business


Colin White Financial Planning Services


  • Tax Planning
  • Investments
  • Insurance*
  • Estate Planning
  • Group Benefits
  • Retirement
  • Pensions


    • Our service commitment to you:

     The focus of our team is to provide you with useful financial planning solutions and superior client service.

    Calls returned within 24 hours

    Flexible for after hours appointments

    We will meet as often as necessary

    Consultation with outside specialists as required

    Our goal is to listen to what is important to you. once we can understand you then we can try to help you with whatever your priorities are.


    Doing it better.


    *Insurance business is offered by multiple carriers via Dundee Insurance Agency Limited (DIAL).

    The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

         




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