FundEX Investments Inc.

Description

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

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FundEX Investments Inc. Employees

Employee
Years
Job
Industry
David Atwood David Atwood London, Canada Area Details
David Atwood's FundEX Investments Inc. Experience September 1999 - Present
Job Investment Advisor, President & Owner at Talisman Investment Planning
Industry Financial Services
Experience
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

Maolin (Bruce) Tian Maolin (Bruce) Tian Toronto, Canada Area Details
Maolin (Bruce) Tian's FundEX Investments Inc. Experience June 2009 - Present
Job Regional Auditor at Investia Financial Services Inc.
Industry Financial Services
Experience
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

Manny Keshet Manny Keshet Toronto, Canada Area Details
Manny Keshet's FundEX Investments Inc. Experience November 2012 - Present
Job Insurance Advisor at National Financial Insurance Agency Inc.
Industry Financial Services
Experience
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

Hassan Rashid Hassan Rashid Toronto, Canada Area Details
Hassan Rashid's FundEX Investments Inc. Experience May 2006 - January 2010
Job Compliance & Quality Assurance Officer at Aon Risk Services
Industry Financial Services
Experience
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

Mark Wadey, M.Ed, CLU, CH.F.C. Mark Wadey, M.Ed, CLU, CH.F.C. Toronto, Canada Area Details
Mark Wadey, M.Ed, CLU, CH.F.C.'s FundEX Investments Inc. Experience October 2002 - Present
Job Oriana Wealth Management/Mutual Funds Provided Through FundEX Investments Inc
Industry Financial Services
Experience
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

Adrian Walker Adrian Walker Toronto, Canada Area Details
Adrian Walker's FundEX Investments Inc. Experience August 2012 - August 2013
Job Financial Advisor at Aligned Capital Partners Inc.
Industry Financial Services
Experience
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

Mark Sherboneau Mark Sherboneau Ottawa, Canada Area Details
Mark Sherboneau's FundEX Investments Inc. Experience July 2003 - November 2009
Job Managing Partner Wealth Advisor at Foundation Private Wealth Management
Industry Financial Services
Experience
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

Joel Rabouin Joel Rabouin Toronto, Canada Area Details
Joel Rabouin's FundEX Investments Inc. Experience January 2012 - Present
Job Director of Sales & Integration at FundEX Investments Inc.
Industry Financial Services
Experience
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

Jennifer Ingarra Jennifer Ingarra Toronto, Canada Area Details
Jennifer Ingarra's FundEX Investments Inc. Experience August 2014 - Present
Job Investment Management
Industry Financial Services
Experience
FundEX Investments Inc.   August 2014 - Present

Education
Ryerson University   2007 — 2010
Post graduate

Humber College   2005 — 2006
Post graduate

York University   1999 — 2003
BA

Eric Piedrahita Eric Piedrahita Toronto, Canada Area Details
Eric Piedrahita's FundEX Investments Inc. Experience September 2011 - Present
Job Regional Branch Manager at FundEX Investments Inc.
Industry Financial Services
Experience
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

Ana-Maria Contulescu Ana-Maria Contulescu Toronto, Canada Area Details
Ana-Maria Contulescu's FundEX Investments Inc. Experience January 2009 - Present
Job Indexing Administrator at FundEX Investments Inc.
Industry Banking
Experience
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

Jennifer Hoe Jennifer Hoe Toronto, Canada Area Details
Jennifer Hoe's FundEX Investments Inc. Experience 2012 - 2013
Job Supply Chain Analyst at Loblaw Companies Limited
Industry Logistics and Supply Chain
Experience
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)

Cecilia Fung Cecilia Fung Toronto, Canada Area Details
Cecilia Fung's FundEX Investments Inc. Experience June 2002 - September 2005
Job Financial Services Professional
Industry Financial Services
Experience
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

Cecilia Fung Cecilia Fung Toronto, Canada Area Details
Cecilia Fung's FundEX Investments Inc. Experience January 2002 - June 2005
Job Financial Services Professional
Industry Financial Services
Experience
FundEX Investments Inc.   January 2002 - June 2005

Education
Seneca College of Applied Arts and Technology   2006 — 2007
Financial Compliance Administration

Alina Zhukova Alina Zhukova Toronto, Canada Area Details
Alina Zhukova's FundEX Investments Inc. Experience November 2011 - Present
Job Quality Control Administrator
Industry Financial Services
Experience
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

Karen Woodman Karen Woodman Toronto, Canada Area Details
Karen Woodman's FundEX Investments Inc. Experience February 2012 - Present
Job Chief Compliance Officer (CCO)
Industry Financial Services
Experience
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