Rockwood Financial is an independent financial advisory firm based in Burlington, Ontario. The company specializes in creating personalized financial plans for individuals, families, and business owners, focusing on areas such as retirement planning, investment management, tax strategies, and estate planning. Rockwood Financial operates through FundEX Investments Inc., a major Canadian mutual fund dealer, which provides the necessary regulatory, compliance, and back-office support for their investment services. FundEX Investments Inc. is a subsidiary of iA Financial Group, one of the largest insurance and wealth management groups in Canada.

Founded in

Canada