Underwood Financial
290 North Rankin St N0H2L0 Southampton, ON, Canada

Wishing everyone a wonderful Canada Day! Take some time to appreciate what a privilege it truly is to be a part of this great country!

This is mostly about technical issues but I wonder how satisfaction was through the chaos of the last couple of months? Using an advisor has many advantages!! #plantodaysecuretomorrow #advicematters

For a limited time only!! Ask me about the details, this rate is amazing right now!! To be eligible for this rate, you need a special link from me -- message or email me if you want it! #advicematters #plantodaysecuretomorrow

A visual look at the market cycle, and the roadblocks you could run into if you’re doing it yourself. Advisors can help steer you away from emotional decisions- get in touch if you’re curious how! #advicematters #plantodaysecuretomorrow

It's with a huge sense of accomplishment and gratitude that I share this news -- I officially hold the QAFP designation!! #advicematters #plantodaysecuretomorrow

This is happening today! I just got back from making a donation of $2000 as a thank you to all our clients and families. As I said on the radio, some of my clients are alive because of the wonderful facilities we have here in our community- we can’t thank them enough for that!

Take the time today to stop and remember. We have our lives, because they gave theirs. Take the time today to stop and remember. We have our lives, because they gave theirs.

We would like to inform all of our clients that you have received, or will receive shortly, an email that discusses the new portal that will be available within the near future. We are very excited about the new functionality and increased information that will be available to you on the new portal. Once the portal is live, you will be re-directed to create a new login and password (sorry!). Security is the utmost of importance for FundEX Investments Inc. and their clients, and there was no way around it. If you have any questions or concerns, please don’t hesitate to contact us.

I cringe when I read stories and studies like this- you might think doing it yourself is cheaper, but your chances of doing your portfolio (and thereby your future) harm are way higher! #advicematters #plantodaysecuretomorrow

Creating meaningful conversation and connections with people is an amazing way to make the world go around! Glad to be a part of it #plantodaysecuretomorrow #advicematters

Kawhi knows how to get ahead financially... you can do it!

I’ve had clients go through this- it’s not a pleasant surprise! Another reason why #advicematters #plantodaysecuretomorrow

Happy Easter everyone! Enjoy some extra time with your loved onesHappy Easter everyone! Enjoy some extra time with your loved ones