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Quality Advice

With a wide variety of investment, insurance, annuity and ancillary products available via our robust strategic brokerage relationships, FundEX Associates are geared to help their clients with quality financial advice for life.

Nominee Account Information

For a copy of our nominee fee schedule, please click HERE

     
 
Overview

Whether you need to invest for retirement, your child's education or to protect all that you’ve worked hard to achieve, look to an independent financial advisor with FundEX Investments Inc. When you work with an independent advisor, you can rest assured that the advice and guidance you receive is based on what's best for you, without being hindered by a limited range of products or a corporate mandate dictating what can or cannot be offered.

FundEX Associates can help you define your goals and will work with you to develop a plan to reach them. They can show you ways to build a stronger foundation for the long-term growth of your investments. 

At FundEX, we provide our Associates with the tools they need to offer the highest quality guidance and advice to investors. That means everything we do revolves around fostering independence and helping our representatives deliver the best financial products, services and financial counsel to their clients.

FundEX Investments Inc. has procedures in place to handle any complaint received in a fair and prompt manner.  If you have a complaint, please send the details of the complaint, and any supporting documents you may have, to complaints@fundex.com.

Please click HERE for a summary of our Complaint Handling Procedures.

 
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