FundEX Investments Inc.

Canada · 95 Employees
On July 1, 2021, FundEX Investments Inc. ("FundEX") merged its mutual fund dealer operations with those of Investia Financial Services Inc. ("Investia") via a corporate amalgamation. As a result, Investia and FundEX are becoming one single entity known under the name of Investia Financial Services Inc. Both FundEX and Investia are proud members of iA Financial Group. With this merger, Investia is strengthening its place in the market by becoming the largest independent mutual fund dealer in Canada providing highly personalized and holistic wealth management solutions to clients and ensuring that they meet their investment goals. The amalgamation of FundEX and Investia reflects our ongoing commitment to optimizing the efficiency of our operations and ensuring a superior client experience, backed by the strength, stability and trust that iA Financial Group has built over more than 125 years of serving the financial needs of Canadians. At FundEX, we believe that investors are best positioned to reach their goals when they are guided by a comprehensive, personalized wealth plan created in consultation with a skilled and committed advisor – an advisor dedicated to providing superior advice and support. Backed by 125 years of excellence in financial services FundEX is owned by iA Financial Group, a renowned financial services provider since 1892. One of the largest publicly traded companies in the country, iA Financial Group serves more than four million clients and has over $181 billion assets under management and administration. *As at December 31, 2019.

概述

国家 Canada
成立时间 1995
总部 400 Applewood Crescent, Vaughan, ON L4K 0C3, Canada
电话号码 +1(905) 305-1651
网站
LinkedIn http://www.linkedin.com/company/fundex-investments-inc.
Twitter
Facebook
员工数 95
行业 financial services,
简介 On July 1, 2021, FundEX Investments Inc. ("FundEX") merged its mutual fund dealer operations with those of Investia Financial Services Inc. ("Investia") via a corporate amalgamation. As a result, Investia and FundEX are becoming one single entity known under the name of Investia Financial Services Inc. Both FundEX and Investia are proud members of iA Financial Group. With this merger, Investia is strengthening its place in the market by becoming the largest independent mutual fund dealer in Canada providing highly personalized and holistic wealth management solutions to clients and ensuring that they meet their investment goals. The amalgamation of FundEX and Investia reflects our ongoing commitment to optimizing the efficiency of our operations and ensuring a superior client experience, backed by the strength, stability and trust that iA Financial Group has built over more than 125 years of serving the financial needs of Canadians. At FundEX, we believe that investors are best positioned to reach their goals when they are guided by a comprehensive, personalized wealth plan created in consultation with a skilled and committed advisor – an advisor dedicated to providing superior advice and support. Backed by 125 years of excellence in financial services FundEX is owned by iA Financial Group, a renowned financial services provider since 1892. One of the largest publicly traded companies in the country, iA Financial Group serves more than four million clients and has over $181 billion assets under management and administration. *As at December 31, 2019.

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常见问题

FundEX Investments Inc. 在哪里?

FundEX Investments Inc. 的总部位于 400 Applewood Crescent, Vaughan, ON L4K 0C3, Canada

FundEX Investments Inc. 的电话号码是多少?

FundEX Investments Inc. 的电话号码是 +1(905) 305-1651

FundEX Investments Inc. 的官方网站是什么?

FundEX Investments Inc. 的公司官方网站是

FundEX Investments Inc. 是做什么的?

FundEX Investments Inc. 的业务有哪些?

FundEX Investments Inc. 的年收入是多少?

FundEX Investments Inc. 的收入是 0美元

FundEX Investments Inc. 有多少员工?

FundEX Investments Inc. 有 95 名员工

FundEX Investments Inc. 属于哪个行业?

FundEX Investments Inc. 从事以下行业: financial services

FundEX Investments Inc. 使用什么技术?

FundEX Investments Inc. 使用的一些流行技术包括: Constant Contact,Google Analytics,Google Tag Manager,Mobile Friendly,NSOne,Nginx

如何联系 FundEX Investments Inc.?

FundEX Investments Inc. 联系信息: 电话号码:+1(905) 305-1651, 网站:, 邮箱:nis***@***.com

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FundEX Investments Inc. 领英:http://www.linkedin.com/company/fundex-investments-inc.,fackbook:,twitte:

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不是

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暂无最近投资信息

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管理层

Nada Israeli

Regional Branch Manager

Shawn Christianson

Associate Portfolio Manager/ Financial Advisor at Christianson Securities

Dan Burns

Corporate Branch Manager

员工

Len Gascon

Client Service Representative

Susie Huang

Financial Planner

Fe Gatchalian

Investor Services/Admin Assistant

Vitra Aberdeen

Commission Administrator

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