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DundeeWealth

Life Span Financial Strategies is backed by Canada's largest independent financial advisory network, DundeeWealth, assuring our valued clients that their accounts are closely monitored and evaluated by the country's leading and most recognized compliance team.

For 50 years, our partner, DundeeWealth and its subsidiaries have been a catalyst in the success of an untold number of individuals and companies. With investment management, financial advisory and capital markets divisions, we are more than a diversified wealth management company with a record of performance excellence. We are a partner in our clients' wealth plans, offering unsurpassed portfolio management and an expanding suite of investment solutions tailored to meet their changing investment objectives

How Do You Benefit from Our Partnership?

At Life Span Financial Strategies we value protection - protecting your financial future so that you have peace of mind. Our partnership with DundeeWealth ensures that every investment we make for our clients is in keeping with the highest possible industry standards. When you are a private client of Life Span Financial Strategies you have the added benefit of knowing that we adhere to stringent compliance regulations which are thoroughly monitored by DundeeWealth. You can be rest assured your money is in the best possible hands.

About DundeeWealth

DundeeWealth is a Canadian owned, independent wealth management company headquartered in Toronto, Canada. Through their partners and subsidiaries, DundeeWealth has more than 1,200 advisors and 520 offices across Canada.

As the country's largest independent financial advisory network, DundeeWealth has $58.3 billion in assets under management and administration. Each of the DundeeWealth companies offers unique solutions to specific financial services segments. This specialization allows each division to focus on its strengths and to provide professional expertise to the entire company and, most importantly, to the company's clients.

For more information on the wealth management services that Life Span Financial Strategies can provide, through DundeeWealth, visit the links below.

 
About Us
  • About Us
  • Our Wealth Management Approach
  • Portfolio Managers and Certified Financial Planners
  • Administrative Support Team
  • Client Testimonials
  • DundeeWealth
  • Referrals
  • Why Ottawa's High Net Worth Investors Choose Life Span

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Everything you need to be better informed. Detailed information on our portfolio management strategies and decisions. Access to your personal investments, forms and documentation.
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Tour our High Net Worth Management Guide to determine if Life Span Financial Strategies is the right solution for you.

Request full access to a customized myPortfolio account to experience and preview how Life Span Financial Strategies can keep you fully informed.

Contact us to have your current financial picture reviewed by one of our Certified Financial Planners and Portfolio Managers, and discover why the Ottawa-based Life Span Financial Strategies is a Canadian financial leader.

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Life Span Financial Strategies
210-1770 Woodward Drive Ottawa, Ontario K2C 0P8
Tel:613-228-7777 Fax: 613-274-0109
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