Our dealer FundEX has implemented a new on-line site for viewing information regarding your portfolio – called Wealthview. For information on how to access and use this site please refer to these guides
For new clients – Download Here
For existing clients moving from the old Webconnect portal – Download Here
This is one of the best summaries of long term care costs and options available in Ontario. If you have an elderly parent planning for long term care costs, this will help.
The report was written by Sykes Assistance Services
This short video explains MER’s or Management Expense Ratio’s in fee agreement accounts.
“Speak in such a way that others love to listen to you. Listen in such a way that others love to speak to you.”
—Dr. Travis Bradberry