The Purpose Planner™ helps organize and document your Life Plan; it's an important resource.

As part of our commitment to our clients we provide a comprehensive resource for organizing and documenting your Life Plan. The Purpose Planner™ not only helps organize your plan but all of the other documents and important information that goes along with it.

For instance, you can keep a copy of your will as well as any insurance policies. We recommend our clients bring this resource to every meeting so we can refer to it and update it as we go.

One of the more powerful components of this planner is the client-planner agreement. We make promises to our clients that we put in writing. You can refer to them at any time so you know you're getting the service we promised. Secondly, we'll outline expectations, what we expect from you and what you can expect from us.

We'll outline our philosophies so you know what to expect from your plan and more specifically your investments. This is important because you'll want to revisit this from time to time to refocus, especially when the markets are down.

The Purpose Planner™ will become a good friend, a friend you look to again and again.

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 DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc. / Ltd., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

Insurance products provided through Dundee Insurance Agency Ltd.
Only securities related products and services referenced are offered through Dundee Securities Corporation.

Dundee Securities Corporation, Member CIPF, is a DundeeWealth Inc. Company
Copyright 2006-7 Retirement By Design.