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Industry Experience
With over 30 years of combined experience in the field of financial planning, we have successfully helped people secure their futures. We can provide a diversified mixture of financial products and services to meet your requirements.
Philosophy
Our philosophy is simple. We feel that each individual has very different needs and goals in terms of their personal and financial objectives. Consequently, we treat each situation accordingly and develop a diversified plan to fit your needs.
As well, Time counts. The sooner a financial plan is created and implemented, the better off you will be.
Financial Services
- Retirement Planning
RRSP's, RRIF's
Annuities
RRSP Loans
- Investment Planning
Mutual Funds, GIC's
Bonds, Pooled Funds,
Segregated Funds**
Investment Loans++
- Education Planning
RESP's
In Trust Accounts
- Tax Planning+
- Estate Planning
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- Real Estate Management*
Commercial and Residential
- Life & Disability Insurance**
- Critical Illness Insurance**
- Employee Benefit Plans
Group RRSP's, RPP's, Health and Dental Plans
- Tax-Free Savings Accounts
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The consultants at Patrick McBane & Associates will help you in the process of determining your personal goals and then developing, implementing, and maintaining a financial plan.
We are committed to delivering the right services, advice, and products for you to reach all of your goals.
Whether it's paying for your children's education, retiring comfortably, paying less in taxes, shopping for your mortgage***, or whatever the case, we can help.
Don't hesitate to contact us !
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DISCLAIMER
*Real Estate Management not offered through Dundee Private Investors Inc.
**Insurance products provided through Dundee Insurance Agency Ltd.
***Mortgages provided by Dundee Mortgage Services powered by Invis.
+ Tax Planning not offered through Dundee Private Investors Inc.
++ Investing with borrowed funds magnifies the gain or loss on the cash invested. Leverage is not suitable for everyone and you should consult your financial advisor to ensure that it is suitable for you. Past performance is not guaranteed and should assets decline in value the loan payments and any interest must continue to be satisfied.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc./Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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