FundEX Investments Inc.
Address: 400 Applewood Crescent, Concord, ON L4K 0C3, Canada Hours: Open 24 hours WednesdayOpen 24 hoursThursdayOpen 24 hoursFridayOpen 24 hoursSaturdayOpen 24 hoursSundayOpen 24 hoursMondayOpen 24 hoursTuesdayOpen 24 hoursSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Phone: +1 905-305-1651: Category: : Place name: : : Website: : : Website: http://www.fundex.com/contact Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FundEX Investments Inc. Posting publicly on the Web Write a review Reviews Be the first to review
FundEX Investments Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FundEX Investments Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FundEX Investments Inc. Employees
FundEX Investments Inc. September 1999 - Present
Talisman Investment Planning January 1984 - Present
Independent Financial Brokers of Canada January 1987 - July 2002
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Estate Planning, Insurance, Asset Management, Critical Illness, Small Business, Financial Planning, Strategic Financial..., Strategic Planning, Pensions, Asset Managment, Portfolio Management, Term Life Insurance, Retirement, Personal Finance, Financial Planners, Financial Services, Investment Advisory, Wealth, Investment Strategies, Financial Advisory, Fixed Annuities, Wealth Management..., Disability Insurance
Education
Fanshawe College 1980 — 1981
Diploma in Hospitality, Hospitality, Graduated
FundEX Investments Inc. June 2009 - Present
Investia Financial Services Inc. under Industrial Alliance together with FundEX Investment Inc. June 2009 - Present
World Financial Group (WFG) September 2006 - June 2009
Jun He Law Offices August 2002 - November 2003
Xianhe Law Offices September 2000 - August 2002
Bank of China September 1998 - September 2000
Skills
Risk Management, Banking, Due Diligence, Compliance Audits, Complaint Investigations, Mutual Funds, AML, Quality Auditing, Auditing, Financial Services, Securities, Strategic Financial..., Asset Management, Financial Risk, Investments, Wealth Management, Operational Risk, Insurance, Financial Analysis, Portfolio Management, Analysis, Financial Planners, Retail Banking
Education
Canadian Securities Institute 2006 — 2011
Certificate, CSC, WME, CPH, BMC, CCO
LLQP 2007 — 2008
Certificate
The Investment Fund Institute of Canada 2006 — 2007
Certificate, OPD course
Seneca College of Applied Arts and Technology 2005 — 2006
Certificate, Financial Compliance Administration
Zhongnan University of Economics and Law 1994 — 1998
Bachelor, Law
FundEX Investments Inc. November 2012 - Present
National Financial Insurance Agency Inc. July 2014 - Present
De Thomas Financial Corp and PPI Solutions Inc. November 1995 - November 2012
Skills
Investments, Wealth, Finance, Investment Strategies, Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Critical Illness, Portfolio Management, Customer Service, Securities, Financial Advisory, Investment Management, Estate Planning, Life Insurance, Fixed Annuities, Financial Planners, Financial Services
Education
University of Toronto 1982 — 1984
M.A.Sc., Engineering
Ben-Gurion University of the Negev 1973 — 1977
B.Sc, Engineering
Aon Canada January 2010 - Present
FundEX Investments Inc. May 2006 - January 2010
Canada Worldwide Services April 2004 - May 2006
Masumin Kayaba Centre 2000 - 2004
Skills
OSFI, Risk Management, Insurance, Investments, Banking, Mutual Funds, Financial Risk, Analysis, Financial Analysis, Wealth Management, Business Analysis, Project Management, Financial Compliance, MFDA, IIROC, Anti-money laundering,..., Strategic Financial..., Asset Managment, Quality Auditing, Training, Auditing, Credit, Process Improvement, Program Management, AML, Credit Analysis, Credit Risk, Loans, Financial Modeling, Leadership, Retail Banking, Financial Services, Policy, Relationship Management, KYC, Portfolio Management, Securities
Education
University of Toronto
CFA Lvl 1
University of Miami - School of Business 1999 — 2000
BSc, Finance & Marketing
United States International University 2000 — 2004
B.Sc, International Business Administration Finance & Marketing
Seneca College of Applied Arts and Technology 2004 — 2006
Financial Compliance, Financial Compliance
Oriana Wealth Management September 2007 - Present
LEAP 2005 - Present
FundEX Investments Inc October 2002 - Present
Oriana Wealth Management July 1989 - Present
North American Life 1992 - 1997
Skills
Strategic Financial..., Management, Finance, Sales, Employee Benefits, Mutual Funds, Integrated Marketing, Analysis, Investments, Insurance, Retirement Planning, Business Planning, Retirement, Strategic Planning, Estate Planning, Portfolio Management, Business Strategy, Mortgage Lending, Disability Insurance, Life Insurance
Education
Chartered Financial Consultant 1995 — 1998
CH.F.C., Financial and Investment Planning
Chartered Life Underwriter 1989 — 1997
CLU, Estate Planning
Bowling Green State University 1986 — 1987
M.Ed, Sport Business Management
University of Toronto 1982 — 1986
BPHE, Economics and Physical Health and Education
Aligned Capital Partners Inc. September 2013 - Present
FundEX Investments Inc. August 2012 - August 2013
Franklin Templeton Investments December 2010 - July 2012
Franklin Templeton Investments January 2009 - March 2010
Franklin Templeton Investments May 2007 - December 2009
Franklin Templeton Investments August 2006 - May 2007
Green Party of Ontario 2007 - 2007
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Business Development, Retirement Planning, Investment Strategies, Sales, Account Management, Wealth Management, Marketing, Sales Management, Business Strategy, Strategic Planning, Financial Services, ETFs, Securities, Alternative Investments, Asset Management, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Equities, Financial Advisory, Investment Management, Financial Markets, Retirement, Analysis, Investment Advisory, Wealth Management..., Wealth
Education
Huron University College 1999 — 2003
Honors History & English, History, English, Environment
Royal St. George's College 1992 — 1999
Foundation Private Wealth Management July 2014 - Present
Foundation Private Wealth Management November 2009 - June 2014
FundEX Investments Inc. July 2003 - November 2009
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Estate Planning, Investment Strategies, Strategic Financial..., Financial Services, Financial Advisory, Wealth, Finance, Retirement, Analysis, Securities, Asset Management, Insurance, Investment Advisory, Retirement Planning, Wealth Management..., Financial Planners, Asset Allocation, Options Strategies
Education
Bishop's University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
FundEX Investments Inc. January 2012 - Present
FundEX Investments Inc. November 2010 - January 2012
Invesco Canada (Invesco Trimark) July 2005 - November 2010
AIM Trimark Investments September 1999 - July 2005
Skills
Investments, Strategic Financial..., Asset Managment, Wealth Management, Portfolio Management, Banking, Financial Analysis, Sales, Investment Advisory, Budgets, Customer Service, Project Planning, Strategic Planning, Teamwork, Financial Services, Financial Planners, Mutual Funds, Business Development, Securities, Retirement, Relationship Management, Asset Management, Investment Strategies, Training, Financial Planning
Education
Cambrian College 1998 — 1999
FundEX Investments Inc. August 2014 - Present
Education
Ryerson University 2007 — 2010
Post graduate
Humber College 2005 — 2006
Post graduate
York University 1999 — 2003
BA
FundEX Investments Inc. September 2011 - Present
FundEX Investments Inc. October 2010 - September 2011
FundEX Investments Inc. January 2007 - October 2010
Worldsource Financial Management January 2002 - November 2006
Worldsource Financial Management 2000 - 2002
Worldsource Financial Management January 2000 - January 2001
Fortune Financial Corp 1997 - 1999
Skills
Mutual Funds
Education
Investment Funds Institute of Canada 2010 — 2011
Officers', Partners', Directors' Course
Investment Funds Institute of Canada 2009 — 2010
Branch Manager's Course
Investment Funds Institute of Canada 2008 — 2009
CIFC, Canadian Investment Funds Course
Investment Funds Institute of Canada 2000 — 2001
CIFOC, Canadian Investment Funds Operations Course
SENECA COLLEGE
Seneca College of Applied Arts and Technology 1990 — 1992
Law Enforcement
LAURENTIAN UNIVERSITY
York University
FundEX Investments Inc. January 2009 - Present
Skills
Business Strategy, Banking, Financial Analysis, Team Management, Management, Credit, Risk Management, Change Management, Project Management, Negotiation, Customer Service, Strategic Planning, Commercial Banking, Team Leadership, Databases, Leadership
Education
IFIC 2010 — 2011
Mutual Funds Course
Ryerson University Continuing Education 2008 — 2008
Professional Communication for Employment (PCE), Banking
Universitatea „Politehnica” din București 1989 — 1994
Bachelor of Science (BSc), Electronics and Telecommunications
Loblaw Companies Limited 2013 - Present
PwC 2013 - 2013
FundEX Investments Inc. 2012 - 2013
Korea Life Insurance Company 2010 - 2012
Hanwha Asset Management Co. 2007 - 2008
ECY Kids School 2005 - 2006
University of Toronto 2004 - 2005
Skills
Investments, Financial Analysis, Analysis, Data Analysis, Market Research, Due Diligence, Equity Research Analysis, Credit Analysis, Bloomberg Terminal, FX Options, Programming, Analytical Skills, Microsoft Word, Microsoft Excel, PowerPoint, Economics, Forecasting, Bloomberg, Finance, Strategic Planning, Problem Solving, Presentations, Research, Competitive Analysis, Supply Chain..., Demand Planning, Demand Forecasting, Supply Chain, SAP, SAP R/3, Legacy Systems, JDA, Inventory Management, Business Analysis
Education
Seoul National University 2007 — 2009
Master of International Studies (M.A.), Business Strategy and Economics
University of Toronto 1999 — 2005
Bachelor of Science (B.S.), Physical Sciences (Physics and Computer Science)
FundEX Investments Inc. June 2002 - September 2005
watson Hawksley Consulting Engineering April 1990 - July 1995
Skills
KYC, LTA, Mutual Funds, Compliance
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Financial Services in Compliance Administration
FundEX Investments Inc. January 2002 - June 2005
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Financial Compliance Administration
FundEX Investments Inc. November 2011 - Present
Worldsource Financial Management March 2011 - May 2011
Desjardins Financial Security November 2010 - January 2011
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Financial Service Practitioner Post-graduation Certificate
Kyiv National Economics University 2006 — 2010
Bachelor, Financial Management
FundEX Investments Inc. February 2012 - Present
FundEX Investments Inc. February 2007 - January 2012
FundEX Investments Inc. August 2006 - January 2007
Fundtrade Financial Corp. August 1999 - August 2006
Skills
Certified General...
Education
University of Guelph 1994 — 1998
Bachelor of Commerce (B.Com.), Economics and Finance