DV
David Vowles
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Work Experience
Mutual Funds Investment Advisor
Present
Company Details
51-200 Employees
On July 1, 2021, FundEX Investments Inc. (“FundEX”) merged its mutual fund dealer operations with those of Investia Financial Services Inc. (“Investia”) via a corporate amalgamation. As a result, Investia and FundEX are becoming one single entity known under the name of Investia Financial Services Inc. Both FundEX and Investia are proud members of iA Financial Group. With this merger, Investia is strengthening its place in the market by becoming the largest independent mutual fund dealer in Canada providing highly personalized and holistic wealth management solutions to clients and ensuring that they meet their investment goals. The amalgamation of FundEX and Investia reflects our ongoing commitment to optimizing the efficiency of our operations and ensuring a superior client experience, backed by the strength, stability and trust that iA Financial Group has built over more than 125 years of serving the financial needs of Canadians. At FundEX, we believe that investors are best positioned to reach their goals when they are guided by a comprehensive, personalized wealth plan created in consultation with a skilled and committed advisor – an advisor dedicated to providing superior advice and support. Backed by 125 years of excellence in financial services FundEX is owned by iA Financial Group, a renowned financial services provider since 1892. One of the largest publicly traded companies in the country, iA Financial Group serves more than four million clients and has over $181 billion assets under management and administration. *As at December 31, 2019.
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
400 Applewood Crescent, 3rd Floor Vaughan, ON L4K 0C3, CA
Keywords
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