Experience

FundEX Investments Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jun 1995 - Present

  NOT RESTRICTED TO ANY INDIVIDUAL COMPANIES FOR INVESTMENT OR INSURANCE INVESTMENT ACCOUNT TYPES:RDSPRRSPSPOUSAL RRSPRRIFLOCKED IN RRSP {LRSP}LOCKED IN RETIREMENT ACCOUNT {LIRA}LRIFRESTRICTED RRSP AND RIF, FORMED WHEN A CLIENT BREAKS A LOCKED IN RRSP, LIRA OR LRIF ACCOUNT TO RELEASE SOME OF THE FUNDS PREVIOUSLY LOCKED INRESP {EDUCATION SAVINGS PLAN, 20% GOV’T GRANT}TFSA {TAX FREE SAVINGS ACCOUNT}OPEN OR NON-REGISTERED INVESTING {INDIVIDUAL… NOT RESTRICTED TO ANY INDIVIDUAL COMPANIES FOR INVESTMENT OR INSURANCE INVESTMENT ACCOUNT TYPES:RDSPRRSPSPOUSAL RRSPRRIFLOCKED IN RRSP {LRSP}LOCKED IN RETIREMENT ACCOUNT {LIRA}LRIFRESTRICTED RRSP AND RIF, FORMED WHEN A CLIENT BREAKS A LOCKED IN RRSP, LIRA OR LRIF ACCOUNT TO RELEASE SOME OF THE FUNDS PREVIOUSLY LOCKED INRESP {EDUCATION SAVINGS PLAN, 20% GOV’T GRANT}TFSA {TAX FREE SAVINGS ACCOUNT}OPEN OR NON-REGISTERED INVESTING {INDIVIDUAL, JOINT AND IN-TRUST ACCOUNTS}ACCESS TO INVESTMENT LOAN PRODUCTS {LEVERAGING}INSURANCELIFE, DISABILITY, CRITICAL ILLNESS, CRITICAL CARE, HEALTHTERMS FROM 5 YEARS TO AGE 100 {PERMANENT}UNIVERSAL LIFE AND WHOLE LIFE {PERMANENT PRODUCTS WITH OR WITHOUT INVESTMENTS INSIDE}TAX PLANNING FOR INDIVIDUALS AND CORPORATIONSCORPORATE INSURED RETIREMENT PROGRAMSESTATE AND SUCCESSION PLANNING Show more Show less