Our Services

INtegral to your family’s financial success.

Our team of service and portfolio specialists are devoted exclusively to delivering comprehensive strategies and sophisticated solutions to high net worth families and business owners.

Some of the many services we offer include:

  • Investment and cash flow planning
  • Income tax and estate tax minimization strategies
  • Customized and separately managed portfolios
  • Business succession planning
  • Risk assessment / risk management
  • Philanthropic concerns
  • Business and stock option planning
  • Tax minimization strategies
  • In-trust accounts, RRSPs, RRIFs, RESPs, LRIFs, LIFs, joint accounts
  • Stocks, mutual funds, bonds, T-Bills, GICs
  • Flow Through Limited Partnerships
  • Insurance*: life, critical illness, disability, health, travel
  • Mortgage services**

* Insurance products provided through Dundee Insurance Agency Ltd.
** Mortgages available by referral through Dundee Mortgage Services, powered by Invis.

Our professionals have years of experience servicing high net worth individuals and are proactive in providing fully integrated, customized wealth solutions to every family:

  • Christine LaLiberté, CIM, FCSI, Senior Investment Advisor, Private Client Group, The Insightful Wealth Group, DundeeWealth
  • Derek Wyborn, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
  • Cary Heming, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
  • Paul Grewal, B. Comm., Chartered Accountant, Partner, Heming, Wyborn & Grewal
  • Trish Fedewich, B.Comm., and Norm Witt, B.A., M.B.A., Notaries Public, Fedewich & Witt
  • Jeffory M. Borkowski, Barrister and Solicitor, Hamilton Duncan Armstrong + Stewart Law Corporation
  • Kimberly J. Law, Barrister and Solicitor, Hamilton Duncan Armstrong + Stewart Law Corporation

The Insightful Wealth Group is a preeminent private client advisor and wealth counselling firm dedicated to helping corporate and high net worth individuals and families protect their wealth.

Wealth BlueprINt

Our Mission

To build long-term relationships with families;
guiding their life decisions with expertise, integrity and caring.