FundEX Investments Inc acts as our mutual fund dealer, providing the infrastructure that allows us to provide the products and services of over 50 different mutual fund companies. FundEX was incorporated in February 1995. Gary Cole Financial Services is one of approximately 400 registered associates affiliated with FundEX.

By clicking on these links, you will be leaving our website and, of course, we cannot therefore be responsible for the content of these websites.

National Bank Financial
FundEX has established a securities conduit with National Bank Financial allowing Gary Cole Financial Services' clients a facility for Stock and Fixed Income trading (Treasury Bills, Federal, Provincial, Corporate, World Bank and Strip Coupon bonds, and Mortgage backed securities). National Bank Financial also will provide written analysis of existing portfolios and assist us in the development of portfolio proposals where the above securities will be held as part of the overall plan.

Gary Cole Financial Services has developed relationships with many professional firms to allow our clients the benefit of valuable professional advice, services and products at exceptional prices. Most notably, these include:

Pin-High Financial Inc.
Canadians are among the world's most heavily taxed citizens, yet most Canadians do little, if anything, to reduce their level of taxation.

Pin-High Financial Inc. is a partnership whose principles are Gary Cole, a veteran financial advisor with 25 years experience and Douglas Davidson, a chartered accountannt with over 35 years experience specializing in personal and corporate tax planning.

Pin-High's mission is to provide clients with the very best in tax planning, tax-advantaged products, personal & corporate tax preparation and estate planning. Through a variety of tax-advantaged strategies, Pin-High has arranged over $18 million in tax credits for clients since 1998.