FundEX advisors have access to a wide array of wealth management solutions to meet the needs of all investor types at every life stage.
We have relationships with every major mutual fund and insurance provider to help ensure that each component of your personal plan is implemented with an industry-leading solution.
- Mutual funds
- Segregated funds
- Labour-sponsored funds
- Registered accounts (RRSP, RRIF, TFSA, RESP)
- High-interest savings accounts
- Fee Based Asset Management (F-Class mutual funds)
- Alternative investment solutions
- Principal protected notes
- Security referral agreements
- Referrals for separately managed accounts
1. These products are typically reserved for Accredited Investors with prior investment experience and a higher risk tolerance.
2. Referrals are only permitted with FundEX-approved security dealers and portfolio managers.