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Our plan will preserve and grow your wealth

In collaboration with you every step of the way, we will design a comprehensive financial plan to help you see and reach your financial goals. We will uncover the growth potential and risks of your unique situation.

Let us serve as your dedicated, chief financial advisor

We will make sense of all the separate activities of investment, tax, estate and insurance advice, bridging any gaps with our network of professionals.

We are here for you when things change

We will always make ourselves accessible to you. Your portfolio will be carefully monitored to take advantage of opportunities created by changing circumstances. We will conduct regular review meetings with you to evaluate our progress and make any necessary adjustments to plan.


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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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