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DundeeWealth Inc. Business Reports

DundeeWealth Inc. Overview

Address

1 Adelaide St. East,
27th Fl. Toronto, 
ON M5H 2V9 Canada
Phone: +1-416-350-3250

Company Description

Is it too much of a stretch to rhyme Dundee with money? DundeeWealth probably isn't too concerned with poetry, anyway. The company is otherwise occupied offering a variety of investment and asset management products and services through more than 800 offices and a network of independent advisors across Canada. Products include mutual funds, stocks, bonds, life insurance, annuities, mortgages, and savings plans. The firm also offers group benefits for companies as well as corporate finance, capital markets, and advisory services. Scotiabank owns  DundeeWealth after acquiring Dundee Corporation's controlling stake in the firm for some $2.3 billion in 2011.

DundeeWealth Inc. Company Profile Report

Purchase Report
 
$69

Hoover's industry experts provide proprietary editorial analysis supplemented with content from multiple data sources to bring you the Company Profile Report. The depth of each report varies, so be sure to view the sample and review the report contents listed next.

 

Sections Included in Report

  • Company Overview
  • Company Description
  • People
  • Biographies
  • Historical Events
  • Industry Information
  • Financial Summary
  • Annual Income Statement
  • Quarterly Cash Flow
  • Annual Balance Sheet
  • Quarterly Balance Sheet
  • Annual Cash Flow
  • Quarterly Income Statement
  • Financial Market Data
  • Historical Financials
  • Competitors List
  • Competitive Landscape

Company Profile Report Highlights

  • Company Description

    Quickly grasp how a company operates and understand its current business environment.

  • Industry Information

    Identify the often times disparate industries a company does business in, and find the corresponding SIC and NAICS codes.

  • Biographies

    Learn the background and technology interests of the company's executives, to better understand possible growth directions.

  • Company History

    When you want to know where a company is going, you'll be helped by first knowing where it's been. Use this to get up tp speed on a company's history.

  • Key People

    Uncover the roles and responsiblities of the management team and identify the correct decision maker, so you are sure to talk to the right contact.

  • Company Financials

    Review key financial information to gauge health and growth potential.

Company Profile Report

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$69

    Choose below from the available Industry Reports related to 

  • Mutual Fund Management Industry Report
  • Securities Brokerages Industry Report
  • Financial Planners & Investment Advisers Industry Report

Mutual Fund Management Industry Report

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$129

Overview

The US mutual fund management industry includes about 600 companies with about $12 trillion in assets under management. Major companies include BlackRock, Capital Research and Management (American Funds), FMR (Fidelity Investments), JPMorgan Chase, and Vanguard.

SIC: 6282

NAICS: 523920

 

Sample Questions & Answers

How rapidly does the company expect to increase the size of its funds?

The fees mutual fund managers receive are linked to the size of the funds they manage. Declines in the value of the securities in a fund, or withdrawals by investors, directly affect management revenue. Funds with poor investment performance can...

 

How does the company counter the allure of higher-return investments?

Other types of investments can pull money out of mutual funds. Because many mutual funds are structured as low-risk investments suitable for retirement-oriented investors, they typically produce only moderate gains. Hedge funds, real estate, and...

 

To read this full Call Prep Question and others, purchase the full report.

 

General Report Description

Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

 

Sections Included in Report

  • Industry Overview
  • Quarterly Industry Update
  • Business Challenges
  • Trends and Opportunities
  • Call Preparation Questions
  • Financial Information
  • Industry Forecast
  • Website and Media Links
  • Glossary of Acronyms

    Industry Report Highlights:

    • Recent Developments

      Stay up to date on crucial industry news that may affect your strategy.

    • Trends & Opportunies

      Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.

    • Call Preparation Questions

      Gain instant rappart with prospects during youir sales calls using done-for-you call prearation questions.

    • Industry Forecast

      Identify growth and integrate projections in your own business planing.

    • Business Challenges

      Engage your prospects with solution selling that makes their life easier by first understanding their pain points.

    • Executive Insight

      Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.

    • Financial Information

      Increase your credibility and support your presentations by adding verifiable industry metrics.

    • Web Links & Acronyms

      Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

    Mutual Fund Management Industry Report

    Purchase Report
     
    $129

    Securities Brokerages Industry Report

    Purchase Report
     
    $129

    Overview

    The securities brokerage industry in the US includes about 7,500 companies with combined annual revenue of about $145 billion. Major companies include Charles Schwab, Edward Jones, and brokerage units of large financial services companies such as Morgan Stanley, Goldman Sachs, and Citigroup. The industry is highly concentrated: the top 50 companies account for more than 80 percent of revenue.

    SIC: 6099, 6211

    NAICS: 523120, 523130

     

    Sample Questions & Answers

    How much change in brokerage volume has the company seen in the past year?

    Industry profitability depends on transaction volume and the size of customer accounts, both of which can rapidly change. In recent years, a high proportion of transaction volume came from hedge funds, which can quickly shift into other investments...

     

    How is competition from bank products affecting the company’s business?

    Investing in bank products, such as money market accounts and CDs, appeals to customers as an alternate to securities because of guaranteed returns and federal insurance. During the recession of the late 2000s, the personal savings rate rose 4...

     

    To read this full Call Prep Question and others, purchase the full report.

     

    General Report Description

    Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

     

    Sections Included in Report

    • Industry Overview
    • Quarterly Industry Update
    • Business Challenges
    • Trends and Opportunities
    • Call Preparation Questions
    • Financial Information
    • Industry Forecast
    • Website and Media Links
    • Glossary of Acronyms

      Industry Report Highlights:

      • Recent Developments

        Stay up to date on crucial industry news that may affect your strategy.

      • Trends & Opportunies

        Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.

      • Call Preparation Questions

        Gain instant rappart with prospects during youir sales calls using done-for-you call prearation questions.

      • Industry Forecast

        Identify growth and integrate projections in your own business planing.

      • Business Challenges

        Engage your prospects with solution selling that makes their life easier by first understanding their pain points.

      • Executive Insight

        Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.

      • Financial Information

        Increase your credibility and support your presentations by adding verifiable industry metrics.

      • Web Links & Acronyms

        Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

      Securities Brokerages Industry Report

      Purchase Report
       
      $129

      Financial Planners & Investment Advisers Industry Report

      Purchase Report
       
      $129

      Overview

      About 35,000 US companies with combined annual revenue of about $200 billion provide financial planning and investment advice to individuals and businesses. Large companies include Ameriprise Financial, Charles Schwab, and units of diversified financial services companies such as Morgan Stanley. The industry is concentrated: the 50 largest companies account for about half of revenue.

      SIC: 6282

      NAICS: 523930

       

      Sample Questions & Answers

      How does the firm stay abreast of the range of investment products available?

      The explosion in the variety of investment vehicles available such as exchange traded funds, specialty funds, and commodities makes familiarity with them all difficult for a financial planner. An advantage of larger planning firms is their ability to...

       

      How is the firm planning for the possibility of new federal and state regulations?

      Legislators and regulators are increasingly demanding more transparency of investment advisers. The Madoff scandal of 2008 prompted a series of legislative efforts by lawmakers to disclose the practices of the industry. Proposals to require all...

       

      To read this full Call Prep Question and others, purchase the full report.

       

      General Report Description

      Save valuable research time, increase confidence on sales calls, and get the competitive edge to win more business with Hoover's Industry Report. Proprietary editorial analysis synthesizes hundreds of sources into an easy-to-digest format so that you can quickly understand a client's business challenges. Insight into critical business issues, industry trends and opportunities, and financial benchmarks is an integral part of each report.

       

      Sections Included in Report

      • Industry Overview
      • Quarterly Industry Update
      • Business Challenges
      • Trends and Opportunities
      • Call Preparation Questions
      • Financial Information
      • Industry Forecast
      • Website and Media Links
      • Glossary of Acronyms

        Industry Report Highlights:

        • Recent Developments

          Stay up to date on crucial industry news that may affect your strategy.

        • Trends & Opportunies

          Identify avenues for expansion and get prospects thinking about growth opportunities that justify investing in your product.

        • Call Preparation Questions

          Gain instant rappart with prospects during youir sales calls using done-for-you call prearation questions.

        • Industry Forecast

          Identify growth and integrate projections in your own business planing.

        • Business Challenges

          Engage your prospects with solution selling that makes their life easier by first understanding their pain points.

        • Executive Insight

          Identify the correct decision maker and tailor your presentation to his or her needs, and maximize the effectiveness of your pitch.

        • Financial Information

          Increase your credibility and support your presentations by adding verifiable industry metrics.

        • Web Links & Acronyms

          Speak the Prospect's language by demonstrating an understanding of industry trade associations and jargon.

        Financial Planners & Investment Advisers Industry Report

        Purchase Report
         
        $129

        DundeeWealth Inc.  Overview

        Top 3 Competitiors

        Company: AGF Management Limited
        Location: Toronto, ON

        Company: Assante Wealth Management (Canada) Ltd.
        Location: Toronto, ON

        Company: Bank of Montreal
        Location: Toronto, ON

        Industries where DundeeWealth Inc. Competes

        Mutual Fund Management
        Read More

        Financial Services
        Read More

        Asset Management
        Read More

        Institutional Asset Management
        Read More

        Financial Planners & Investment Advisers
        Read More

        Securities Brokerages
        Read More

        Competitive Landscape Brief

        Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice.

        DundeeWealth Inc. Competitive Landscape

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        $69

        Providing a complete view of how this company and its competitors stack up against one another, the Competitive Landscape report includes benchmarks on over 30 parameters related to sales, employees, market cap, profitability, and growth. Exclusive to Hoover's, this landscape can be used to conduct competitive analysis, inform corporate strategy, and identify trends.

         

        Sections Included in Report

        • Key Numbers
        • Profitability
        • Valuation
        • Operations
        • Financial Ratios
        • Per Share Data ($)
        • Growth Statistics
        • *Data provided for 3 to 30 competitors

          Company Landscape Report Highlights

          • Competitors List

            Identify specific primary and secondary competitors, allowing you evaluate the chances of sucessfully introducing new products.

          • Competive Landscape

            Acess detailed financial metrics on a company's top competitors, so you can quickly determine their relative health and add credibility-boosting quantitative data to your presentations.

          Competitive Landscape Report

          Purchase Report
           
          $69