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Are you comfortable with your level of financial knowledge and experience?

Your financial planning, your insurance, your benefits does it all make sense to you?

We will help you answer these and many other questions, to help you see the 'bigger picture' and understand how everything fits together. To do this we need to know your short- and long-term goals, the degree of risk you are comfortable with, and your particular level of knowledge and experience. MTM brings over 20 years of planning, knowledge and investment experience to bear when we develop your unique plan.

Our promise for peace of mind

We deliver peace of mind with your wealth portfolio by being hands-on and available to you. We know the pulse of the economy and all the wealth products at your disposal, and we will help you bring all aspects of wealth planning together in a concise and clear fashion.

In addition to our comprehensive planning and regular portfolio reviews, we will contact you if changes to features of your portfolio arise, or when new opportunities present themselves. Through the year you will also receive newsletters, letters, emails and calls. We always invite you to contact us if you discover an opportunity or have a concern. We will discuss the implications with you.



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MTM Wealth Planning is a proud member of DundeeWealth's national team of financial advisors, committed to setting new standards in the investment management industry.

As our licensing dealer, DundeeWealth creates and provides full service investment solutions as well as capital markets and advisory services for financial advisors, institutions, corporations and foundations through three businesses: investment management, capital markets and financial advisory.

The network of advisors that is the face of DundeeWealth in Canada stretches across more than 520 local and regional offices, comprising approximately 1,200 men and women. Whether managing a fund or a book of business on behalf of retail clients, capital allocation decisions are critical roles of DundeeWealth advisors. Financial planning, estate planning and a growing insurance practice are other growing areas of client service.

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