DundeeWealth Inc. : Company Profile and SWOT Analysis by WealthInsightReports


									DundeeWealth Inc.


DundeeWealth Inc.                                                                  Key Employees
                                                                                   Name                       Job Title
Fast Facts
                                                                                                              Head - Global Wealth
                                       1 Adelaide Street East, Toronto, M5C 2V9,   Christopher Hodgson        Management Group,
Headquarters Address
Telephone                              + 1 416 3503250                                                        Chief Executive Officer,
                                                                                   David Goodman
Fax                                    N/A                                         Jean-Francois Thibault     Chief Strategy Officer
Website                                www.dundeewealth.com                                                   Executive Vice President,
                                                                                   John Pereira
                                                                                                              Chief Financial Officer
Ticker Symbol, Stock Exchange          N/A                                                                    Chief Executive Officer -
                                                                                   Richard Waugh
Number of Employees                    1,200                                                                  Head - Marketing and
                                                                                   Robert Pattillo
Fiscal Year End                        December                                                               Managing Director, Head -
                                                                                   Tuula Jalasjaa             DundeeWealth Retail
Revenue (in US$ million)               N/A                                                                    Advisory Network

                                                                                   Company Overview

                                                                                   DundeeWealth Inc. (DundeeWealth), formerly
SWOT Analysis                                                                      known as Dundee Wealth Management Inc., is
                                                                                   an integrated wealth management services
Strengths                              Weaknesses                                  provider, based in Canada. The company
                                                                                   operates as a subsidiary of Bank of Nova Scotia
Parent company support                 Dwindling AuM figures                       (Scotiabank). It provides investment solutions,
                                                                                   financial, tax and estate planning, portfolio
Strong Canadian market position        Fee-based business structure                management, margin accounts, mortgage
                                                                                   services, insurance services, discretionary
                                                                                   portfolio management and separately managed
                                       Risk of losing key employees
                                                                                   accounts to its clients. It also provides capital
                                                                                   markets services and advisory services to
Opportunities                          Threats                                     financial advisors, institutions, corporations and
                                                                                   foundations. The company’s subsidiaries include
                                       Ambiguous pricing practices in the
European Union’s UCITS IV Directives                                               Dynamic Funds, a fund family managed by
                                       wealth management industry
                                                                                   Goodman & Company, Investment Counsel Ltd.,
Increase in the number of HNWIs                                                    DWM Securities Inc, a provider of financial
                                       Under-performing equities markets
                                                                                   advisory and retail brokerage services, and
Positive financial planning services                                               DundeeWealth Investment Counsel, a prov
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