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The information you provide is collected and used by me for the purpose of contacting you with a view to ascertaining whether a more formal relationship between you and I for investment advice should be pursued.  Such information will not be disclosed to anyone else, except as may be required by law.  Please contact me if the information changes.  Safeguards are in place to protect information you disclose to me and I will keep your information on file only for so long as necessary and, should you choose to come to Dundee, to service your accounts at Dundee.

 

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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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Our Financial Services:

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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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