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Details & Description

Products and Services

  • Online Portfolio Access,
  • Mutual Funds,
  • Management Services,
  • Portfolio Analysis,
  • Retirement Planning,
  • Tax Planning,
    • Segregated Funds,
    • Life Insurance,
    • Insurance Analysis,
    • Estate Planning,
    • Disability Insurance,
    • Critical Illness Insurance,
    • Financial Advisor,
    • Financial Calculators,
    • Group Benefits Plans,
    • Financial Planning,
    • Annuities,
  • more...
  • less...

Brands Carried

  • FundEx Investments Inc.,

Specialties

  • Financial Planning Services,
  • Investment Tax Minimization,
  • Estate Planning,
  • Segregated Funds,

Languages Spoken

  • English,
Location
190 Division St, Welland, ON L3B 4A2
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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Methods of Payment:

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