Individual Investors

To invest in the DundeeWealth Funds, please review the Fund Prospectus, then complete and return a fund application. The prospectus and application are available for download by clicking here or by contacting Shareholder Services department at the number below.

By Phone:
Shareholder Services:
Monday–Friday between 8 a.m.–6 p.m. EST
1 (888) 572 0968

Please send applications and/or contributions to the appropriate address below.

By Mail

For Frequently Asked Questions click here

To request printed fund literature please send an email with your mailing address and the type of literature you would like to retailfulfillment@dundeewealthus.com.

Institutional Investors and Financial Advisers

If you are an institutional consultant, plan sponsor or financial intermediary and would like more information about investing in the DundeeWealth Funds, please call or email:

John P. Lehning*
Senior Vice President, U.S. Business Development
e. jlehning @dundeewealthus.com
p. (610) 854-0849

RFPs

Give your clients in-depth information about retirement planning.To request that DundeeWealth complete a proposal for investment services, please call or email:

Gerri Pacor*
Manager, Client Service
e. gpacor@dundeewealthus.com
p. (610) 854-0908

Product Development & Joint Ventures

If you are an investment management firm and would like more information about partnering with DundeeWealth US, please call or email: