Nancy Lee - Email & Phone Number

Regional Branch Manager at Fundex Investments Inc.

Nancy Lee is based out of Toronto, Ontario, Canada and works at Fundex Investments Inc. as Regional Branch Manager.

Nancy Lee's Contact Information

Latest update

October 10, 2025

Location

Toronto, Ontario, Canada

Nancy's current employer

Fundex Investments Inc.

Description

FundEX Investments is a national mutual fund dealership helping Canadians meet their investments needs.

Website

fundex.com

HQ Location

Vaughan, ON, Canada

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Fundex Investments Inc.

Frequent questions about Nancy Lee

What company is Nancy Lee working for?

Nancy Lee works for Fundex Investments Inc..

What is Nancy Lee's function at Fundex Investments Inc.?

Nancy Lee is Regional Branch Manager at Fundex Investments Inc..

Where is Nancy Lee based?

Nancy Lee is based out of Toronto, Ontario, Canada.

Who are Nancy Lee's co-workers?

Nancy Lee's colleagues are JLBennett Financial, Kate Thompson, Art O'Donnell, Phil Janzen, Josselyn Nichols, Adrian Graham, Tina Tsang, Nada Israeli, Marc Spencer, Brad Brown2, Ken Rattenbury, David Lapos, Joe Mallozzi, Ramona Wagner, Nathalie Hetu, Manoah Scheper, Sonia Dolar, Babita Sankar, Donald Dasti, Manny Keshet, Susan Green, Donna Aniskowicz, Fe Gatchalian, Victor Paradis, Suzanne Howard, Joshua Taub, Sheldon Williams, Philip Shevelevich, Michael Coulter, Ryan Lehigh, Kirk Brugger.

Nancy's co-workers

JLBennett Financial

Owner, Financial Advisor & Insurance Advisor

Kate Thompson

Certified Financial Planner

Art O'Donnell

Financial Advisor

Phil Janzen

Personal Wealth Manager

Josselyn Nichols

Branch Auditor

Adrian Graham

Assistant Chief Compliance Officer

Tina Tsang

Corporate Branch Manager

Nada Israeli

Regional Branch Manager

Marc Spencer

Financial Advisor

Brad Brown2

Practice Management & Training Specialist

Ken Rattenbury

Advisor

David Lapos

Certified Financial Planner at Plus One Financial

Joe Mallozzi

Financial Advisor

Ramona Wagner

Investment Fund Advisor

Nathalie Hetu

Regional Branch Manager

Manoah Scheper

Certified Financial Planner

Sonia Dolar

Wealth Advisor-Mutual Funds Provided through FundEX Investments Inc.

Babita Sankar

Client Service Representative

Donald Dasti

Certified Financial Planner (CFP)

Manny Keshet

Wealth Advisor

Susan Green

Senior Financial Advisor

Donna Aniskowicz

CERTIFIED FINANCIAL PLANNER

Fe Gatchalian

Investor Services/Admin Assistant

Personal Wealth Advisor

Sheldon Williams

Team Leader Client Services WFG Dealer Connect

Philip Shevelevich

Sr. Dealer Support Specialist

Michael Coulter

Regional Branch Manager

Ryan Lehigh

Manager - Operations

Kirk Brugger

Investment Fund Advisor

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