FundEX Investments Inc. acts as our mutual fund "dealer", providing the infrastructure that allows us to provide the products and services from a variety of mutual fund companies. FundEX was incorporated in February 1995. We are one of more than 100 registered associates affiliated with FundEX.

Mutual Fund Companies

Guaranteed Investment Certificate (GIC) and Short Term Deposits. We can survey a variety of Financial Institutions to determine which companies offer the best terms, rates and product characteristics to fit your plan. Generally we can provide our clients better rates and provide them with many more options.

Financial Institutions Companies

We could match the clients need with the best Insurance products (Annuities, Life Insurance, Disability Insurance and Critical Illness Insurance) available in the market today from a variety of companies, such as:

Life Insurance Companies