Category Archives: Admin

Dundee Letter Re: Trustee Change

We have had a few calls from clients confused about a letter they have received late last week from the DundeeWealth Head Office. Sample of letter you received – Registered Plans Sample of letter you received – RESP Appended Declaration … Continue reading

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Announcing New Website www.robertsmithfinancial.ca

One of our business goals has been to increase and improve communication with our clients.  While nothing can or will replace our one-on-one communications, there are often general messages that ALL clients should receive in a timely manner. To communicate … Continue reading

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