DundeeWealth

Financial Services • Toronto, Ontario, Canada • 201-500 Employees

Company overview

Headquarters	1 Adelaide Street East, Toronto, Ontario M5C 2V9, CA
Website	iawealth.ca
NAICS	52
SIC	602
Employees	201-500
Socials

Key Contacts at DundeeWealth

Rick Walker

Director-Retail Distribution And Operations-Bis-It

Barb Bubel

Director, Retail Support

Mark Smith

Director, Investment Banking

Russell Morgan

Director

Rene Gaudet

Financial Advisor/Owner

Larry Short

Senior Investment Advisor And Director, Private Client Group

Charles Goddard

Owner

Greg Marles

Owner

Mike Nott

Owner

Clarke Herring

Managing Director

DundeeWealth Email Formats

DundeeWealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 54.7% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	54.7%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	19.2%
{last name}.{first name}@company.com	doe.john@company.com	11.3%
{first name}@company.com	john@company.com	9.1%
{first name}{last name}@company.com	johndoe@company.com	5.7%

About DundeeWealth

Effective November 1, 2013, HollisWealth replaced DundeeWealth as the brand name used by Scotiabank to identify one of Canada's largest independent financial advisor networks. The name HollisWealth is derived from the location of Scotiabank's historic head office building which was constructed more than 175 years ago, in 1837, at 188 Hollis Street in Halifax, Nova Scotia. DundeeWealth Inc. and its advisor network were acquired by Scotiabank on February 1, 2011. At that time, Scotiabank and Dundee Corporation entered into several agreements regarding the trademarks used by the businesses. One of these agreements licensed the use of the DundeeWealth trademark to Scotiabank for three years. This license expired on February 1, 2014.

DundeeWealth revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$30,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding