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DundeeWealth (Mutual Fund Dealer and Insurance Distribution Operations)

M&A STATUS
301-400 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of mutual fund and insurance advisory services. The company provides financial planning, mutual fund dealership and life insurance products distribution services in Quebec City, Quebec.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Life and Health Insurance
Acquirer
Investia Financial Services
Primary Office
  • Quebec City, Quebec
  • Canada

DundeeWealth (Mutual Fund Dealer and Insurance Distribution Operations) Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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DundeeWealth (Mutual Fund Dealer and Insurance Distribution Operations) Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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