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"Mutual Funds Provided through
FundEX Investments Inc."

York Financial Group is a branch office of FundEX Investments Inc. York Financial Group is an association of professionals that provide financial services to individuals and small businesses in the York Region and the Greater Toronto Area. Since 1986, our professionals have used a wide range of financial products to guide clients to achieve their financial goals.

Our fully trained associates are equipped to provide financial solutions for both your individual and corporate financial needs:

Financial Services Offered

  • Personal life, disability and critical needs products.
  • Investments (GICs, Mutual Funds, Annuities).
  • Wealth accumulation and retirement preparation.
  • Pension transfers and severance allowance rollovers.
  • Tax Planning and preparation.
  • Individual Pension Plan for business clients.
  • Health and Benefits packages.
  • Financial planning and portfolio analysis.
EducationMutual Funds
  • Understanding Capital Markets
  • Top 10 Questions
  • Glossary
  • Fund Companies
  • Investment Planning Worksheet
  •  
  • How Do you Handle Risk Quizzes
  •  


    Disclaimer

    "This Web site is intended for Canadian residents only and the information contained herein is subject to change without notice. York Financial Group, the owner of this Internet Web Site is not liable for any inaccuracies in the information provided. Please review our complete disclaimer prior to reviewing our products and services. By accessing one of the links provided you will be leaving the York Financial Group's web site. York Financial Group is not responsible for the information contained on these web sites.

    The information on this web site is for general information purposes only and is the opinion of the writer. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please call York Financial Group to discuss your particular circumstances. Thank you."

     

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    Last Updated: Oct 24, 2014