Dunbar, Wallace and Associates

Shawn Dunbar Bob White

We believe in value-based investing, which is the style inspired by famous investors Benjamin Graham and Warren Buffett. We are constantly on the lookout for such quality, undervalued companies. This strategy allows us to keep risk to a minimum without sacrificing performance. We further reduce risk both by choosing companies in various market sectors in order to diversify portfolios, and by employing options strategies. We help investors achieve market returns or better with this lower cost, diversified, value-based strategy.

raymondjames.ca/shawndunbar

Bob Wallace
Financial Advisor
(250) 405-2460
bob.wallace@raymondjames.ca

Shawn Dunbar
Financial Advisor
(250) 405-2464
shawn.dunbar@raymondjames.ca