Kevin O'Brien & Associates
Canada's Leading Provider Of Financial And Estate Planning Advice
FundEX Associates are geared to help their clients with quality financial advice for life.
FUNDEX INVESTMENTS INC.
CORPORATE PROFILE
FundEX Investments Inc. was established in 1995 as a privately owned, national mutual fund dealer partnering with industry leading financial planning professionals across Canada. The head office is based in Markham, Ontario and Industrial Alliance is now a majority shareholder. The main business premise of FundEX Investments Inc. is to provide the independent FundEX Associate with an automated and compliant platform as they guide their clients in the formation, maintenance, preservation and distribution of wealth. FundEX Investments Inc. is a member of the trade association, The Investment Funds Institute of Canada (IFIC) and a member of the Mutual Fund Dealers Association of Canada (MFDA). The MFDA is the recognized self-regulatory organization (SRO) for mutual fund dealers in Canada. The MFDA enhances investor protection and strengthens public confidence by mandating, monitoring compliance with, and enforcing rules and practices to ensure high standards of conduct by its Members.
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