Financial Planning Solutions for Individuals and Small Business


Who we are and what we do.


We do financial planning. What can a financial plan do for you?

We can help you:

  • Organize your finances
  • Improve cash flow
  • Lower personal income taxes
  • Plan for retirement
  • Plan for education expenses
  • Improve investment performance
  • Lower investment risk
  • Reduce insurance costs
  • Minimize estate costs


    • The goal of a good financial plan is to:
  • Put you in control of your financial situation
  • Provide clarity and purpose toward fulfilling goals
  • Provide financial peace of mind




    • Colin White, CMA, CFP
     Colin is an Investment Advisor with Dundee Securities Corporation. He has worked in the financial services industry since 1992, focusing on financial planning since 1995.

    He graduated St. Mary’s University with a Bachelor of Commerce, with a major in accounting. Colin is a Certified Management Accountant (CMA) and Certified Financial Planner (CFP). He has attended national and international conferences on topics of investments, insurance, and financial planning.

    With his many years of experience, Colin has the knowledge and perspective to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. Colin’s team can offer the perspective and, if you need it, access to stocks, bonds, mutual funds, and insurance to put your plan into action.



    Shawna Young, CFP
    Shawna is our Branch Manager. She began working with Colin in 1997 at another firm before coming to work for him exclusively in 2005. As Branch Manager, she is in charge of overseeing the operation of the office and compliance with industry regulations.

    Shawna also helps with client requests and supports Colin by providing analysis and research on client issues.


    Contact us for more info





    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.