Gary H. Attack Financial Planning -- Dundee Private Investors Inc.

Investment Planning

We provide a number of Investment Planning services, including:

Mutual Funds: Professionally managed investments that allow you to invest in many industries, around the globe or right at home, within pre-determined objectives.
Segregated Funds*: Similar to Mutual Funds, these investments feature limited guarantees, are exempt from probate fees, and offer some investor protection. These are provided through, Transamerica Life, Manulife, and Standard Life insurance companies.
*Insurance products provided through Dundee Insurance Agency Ltd.
Money Market Funds: An alternative to savings accounts, these funds feature low volatility, investing in Treasury Bills, and short-term government and corporate debt.
Labour Sponsored Funds: Specialized investments that couple investment in small to mid-sized Canadian companies with preferential tax treatment.
Guaranteed Investment Certificates (GICs): Sold by banks and trust companies, these investments pay interest at a per-determined rate for a pre-determined term, and may be redeemed before maturity.
Term Deposits: A short-term (30 days to 1 year) locked-in investment with a guaranteed rate.