Your Complete Financial Solution
Carl McKnight, CFP
Mutual Funds Provided Through FundEX Investments Inc.
Carl McKnight, CFP
Senior- Vice President
Account Executive
Carl has worked in the financial services industry since 1993 in various capacities including sales and branch management positions.
He has served thousands of clients during his career and is highly respected by clients, colleagues and investment companies for his
experience and expertise.
Carl is a Certified Financial Planner and licenced Insurance Agent which allows him to provide clients
with a complete financial solution. He has an extensive network of professional associates in the accounting, legal and mortgage fields
to provide yet another level of service for his clients.
Carl has a highly skilled team in place to ensure that clients are
served to the highest standards and he is able to devote more time to clients. Carl's practice is large enough that he can get access
to nearly any fund manager in the country with a simple phone call but small enough to give each client the personalized time and
attention they deserve.
Services Offered
§ Personalized Financial Planning
§ Investment Counsel
o Mutual Funds
o RRSPs, RSPs, RRIFs,
LIRA
o Tax Free Savings Accounts
o Home Buyers
Plan, Lifelong Learning Plan
o GICs
o Mining and
Mineral Flow Throughs
o Hedge Funds
§ Tax and Estate Planning
§ Insurance Planning
o Life Insurance
o Disability Insurance
o Critical Illness Insurance
o Long Term Care Insurance
o Mortgage
Insurance
Business Services
o Group Insurance Plans
o Private Health Services Plan
o Business Consulting
o Business
Succession Planning
o Corporate Tax Planning
