**Important Covid-19 Update (Sept, 2020) - JLBF is fully operational with several branch and remote locations to continue full client service with no disruption**
About JLBennett Financial
James L. Bennett - Owner, Financial Advisor / Insurance Advisor - JLBennett Financial | FundEX Investments Inc.
In 1998, James L. Bennett began his career in the investment industry working for some of the top asset managers in Canada. It was during this time as a corporate employee at these highly regarded firms that he developed a hands on appreciation for helping Canadians understand that their investment goals and general investment objectives can truly become reality with experienced advice, trust and dedication.
James gained invaluable experience speaking with thousands of investors and their advisors during his time at investment firms such as J.M. Charter Securities, Elliott and Page (now Manulife Investments), Dynamic Funds and CI Financial Inc..
After many years as a corporate employee, James made the decision to become registered with FundEX Investments Inc. and launch JLBennett Financial.
With a solid Mutual Fund Dealer like FundEX Investments Inc. (a member of MFDA and subsidiary of Industrial Alliance group of companies), James feels he can deliver Canadian investors true value by offering his unique investment expertise as a financial advisor. He now helps many Canadian families and small business owners in achieving their investment goals and objectives via a tailored investment management process.
James prides himself on providing investment services in the highest of moral and ethical standards. Earning long term trust along with providing real value to his clients is the number one objective at JLBennett Financial.
About FundEX Investments Inc.
Founded in 1995, FundEX Investments Inc., a national mutual fund dealer added a new spin to the mutual fund industry by launching a flat fee dealership specifically designed to satisfy the needs of the successful advisor.
Since then, FundEX has grown to become one of Canada’s largest mutual fund dealerships by maintaining its core principles of valuing and encouraging the independence of financial advisors in Canada. This simple and unique concept has flourished and has positioned FundEX as one of Canada’s best dealerships. FundEX proudly supports over 700 financial advisors across Canada and administers over 14 billion in assets.
Our goal as a mutual fund dealer is to partner with high caliber advisors with outstanding reputation and provide them with a truly independent model that grants them control over their business and the tools necessary to further enhance their practice.
FundEX is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company whose origins date back to 1892. The fourth largest life and health insurance company in Canada, Industrial Alliance contributes to the financial well-being of over 3 million Canadians, employs over 4,400 people and administers and manages approximately 95 billion in assets.
FundEX Investments Inc. is a member of:
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