Our clients are made up of Canada’s top independent Mutual fund dealerships regulated under the Canadian Investment Regulatory Organization (CIRO) and the Autorité des marchés financiers (AMF), and Insurance distributed by Managing General Agents (MGAs), and National accounts. They range from small regional practices to large national firms.
Our team of experts are committed to supporting your growth with a broad depth of knowledge and system capabilities for Mutual Funds, Segregated Funds, Exempt Market Dealers (EMDs), Liquid Alts, Pooled Funds, term deposits, GICs, and Life Insurance policies.
Our team is committed to supporting your growth with a broad depth of knowledge in mutual funds, life insurance policies, exempt market products, segregated funds, term deposits, and GICs.
Winfund’s open architecture ensures that our solutions can integrate seamlessly with your current technology suite. Our platform allows you to leverage the functionality that meets your needs today with the security of knowing that the technology will scale with you as you grow. We continually invest to enhance the investor, advisor, operations, and management experience.
The Broadridge Wealth ecosystem, made up of a wide array of interwoven Wealth solutions, allows you to focus on your customers, offer innovative investments, streamline your operations and create a competitive advantage.
Holistic Client Experience
Building an omni-channel, common enterprise Wealth framework to create a seamless client experience and reduce costs