| Name | Title | Contact Details |
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FundEX Investments Inc. - Anna Roman is a Mississauga, ON-based company in the Financial Services sector.
Widely recognized as a disruptive player in the personal finance industry, LearnVest is an award-winning subscription-based program designed to help people make progress on their money. The company combines a dedicated planner with innovative technology to help make financial planning affordable, accessible and even delightful. LearnVest previously raised more than $72MM in venture-funding led by Accel Partners, American Express Ventures and others. The company has been awarded numerous accolades, including one of Time’s “50 Best Websites,” 3 years running Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story hailing LearnVest as an “outlier.” On [May 11], 2015, LearnVest was acquired by The Northwestern Mutual Life Insurance Company (“Northwestern”) and is now a wholly-owned subsidiary of Northwestern. Headquartered in New York, LearnVest employs just over 150 people.
Independent Planning Group Inc. Woolen Mill - Dianne Bradley-Smart is a Kingston, ON-based company in the Financial Services sector.
WNA Investment Programs is a Hinsdale, IL-based company in the Financial Services sector.
Dundee Wealth Management - Robert Stewart is a Nepean, ON-based company in the Financial Services sector.