Andrew Dunn
Senior Portfolio Manager & Investment Advisor
Life can be complicated, let us simplify your future
Your financial affairs may be complex, but your wealth strategy should feel simple.
We make simplicity possible by creating actionable steps towards the future you’ve envisioned. Whether it’s building a realistic household budget, redesigning an investment portfolio, or creating an efficient structure for surplus corporate capital, we have the skill and experience to identify and deliver the strategies our clients need.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
The Dunn Wealth Management Group provides clients with two valuable services.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Wealth Management
Wealth Management is all about you. Your family, business, legacy, dreams and concerns. We become experts in you and function as a family CFO, designing the various strategies to maximize your wealth, free up your time, and minimize risks to the plan. We connect with your other experts to streamline our service, and by doing the heavy lifting we are able to simplify the sometimes complex task of managing and protecting multi-generational wealth. If you have ever wondered what other wealthy families do with their money we have the answer. We are familiar with the opportunities and challenges they face and have the expertise to provide the right strategies for success because they are our clients too.
Portfolio Management
Portfolio Management is all about controlling risk. Our expertise is in building a portfolio that reliably delivers the growth required to achieve your financial goals while minimizing the risk of loss. By continually assessing the risk and reward expectations of different assets, Andrew is able to combine them into a portfolio that he believes can deliver superior results when compared to a traditional “buy and hold” strategy. Andrew’s risk management process results in an actively managed and competitively priced portfolio customized for the client’s needs. If you would like to preserve and grow your wealth in real terms, while placing emphasis on minimizing major losses, then you may enjoy a discussion with Andrew about how his risk managed portfolio could be the right strategy for you.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.