Fundex investments client login

The principal regulator in the Jurisdiction has received an application from the Filer for a decision under the securities legislation of the Jurisdiction of the principal regulator the Legislation for an exemption under section 9.

Paragraphs 4. The regulator in the Jurisdiction has received an application from the Filers for a decision under the securities legislation of the Jurisdiction the Legislation for relief from the requirements in paragraphs 4. Terms defined in National Instrument Definitions have the same meaning in this decision unless otherwise defined. Its head office is in Keswick, Ontario. FundEX is registered as a mutual fund dealer and exempt market dealer in all thirteen Canadian jurisdictions and is a member of the MFDA. He is a resident of Ontario.

Fundex investments client login

To benefit from all the functionalities of our website, you must activate JavaScript in your browser's settings. Take advantage of our advice for key moments in your life and let us help you through the process. Our new app lets you keep track of your investments anywhere, anytime. Already a client? Register now and access your portfolio online. Anything can change in life. Our advisors are there to make sure that your action plan evolves with you. Benefit from the expertise of our advisors and a variety of customized solutions which will help you reach your financial goals. A wholly-owned subsidiary of iA Financial Group, Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs. You have financial needs? We have products and services to help you reach your goals. See what you should plan for in terms of insurance and savings to begin your life together on the right foot. Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival. Do you believe in your project and know that your products or services meet the needs of the market? Buying a home is one of the most important transactions you will ever make.

The Filers have in place policies and procedures to address any conflicts of interest that may arise as a result of the Dual Registration.

Find useful tools for your day-to-day work and access reports to facilitate the management of your client accounts. Due to a technical issue, some of the tax slips are not available on the Advisor portal. Our teams are diligently working on restoring the situation as quickly as possible. In the meantime, we invite you to download them from Myserv. We apologize for the inconvenience. Sign in to this portal to see a number of reports that will help you manage your client accounts.

If you want detailed instructions on any of the above options, kindly let JoAnne know and she can send you instructions by email or walk you through the steps by phone. This information is provided for general information purposes only. It does not constitute professional advice. Please contact a professional about your specific needs before taking any action. You must be logged in to post a comment. As a refresher, we want to let you know what e-solutions are available to you: You can login online to Fundex Wealthview and view your account balance, individual holdings, investment performance, quarterly statements, and RRSP contribution receipts statements and tax receipts for nominee account holders only. On Wealthview, you can update your address, e-mail, and telephone number. We will be informed of the update, as will all fund companies you have investments with. On Wealthview, you can securely upload documents.

Fundex investments client login

To benefit from all the functionalities of our website, you must activate JavaScript in your browser's settings. Take advantage of our advice for key moments in your life and let us help you through the process. Our new app lets you keep track of your investments anywhere, anytime. Already a client? Register now and access your portfolio online. Anything can change in life. Our advisors are there to make sure that your action plan evolves with you. Benefit from the expertise of our advisors and a variety of customized solutions which will help you reach your financial goals. A wholly-owned subsidiary of iA Financial Group, Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs. You have financial needs?

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The principal regulator is satisfied that the decision meets the test set out in the Legislation for the principal regulator to make the decision. Sign in to the advisor portal and management portal of your client accounts. Buying a home is one of the most important transactions you will ever make. Pursuant to section JavaScript is Disabled. Main navigation mobile. Take advantage of our advice for key moments in your life and let us help you through the process. IFGI, including its registered individual Mr. Sales team. FundEX will supervise the activities that Mr.

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Our advisors are there to make sure that your action plan evolves with you. Component Menu Left Sidebar. IFGI and its registered individual will not trade in securities under securities law and will not open any new client accounts, and. Help for advisors. FundEx Investments Inc. To benefit from all the functionalities of our website, you must activate JavaScript in your browser's settings. Read the user guide. Starting a business Do you believe in your project and know that your products or services meet the needs of the market? Access client accounts Due to a technical issue, some of the tax slips are not available on the Advisor portal. We have products and services to help you reach your goals. Select your sign-in portal. In your interest! Join the Investia teams The support and backing that we provide our advisors is at the heart of our corporate culture. Contact our sales team.