FundEX Investments Inc. is a national mutual fund dealer that offers innovative flat fee business model tailored to meet the needs of Canadian financial advisors.
Founded in 1995, FundEX is one of Canada’s largest mutual fund dealerships with the core principle of elevating independent financial advisors to provide the highest quality guidance and advice to clients. Their process and ease of service has also made FundEX one of Canada’s top dealerships and supports over 700 financial advisors across the country, and administers more than $14 billion in assets.
FundEX partners with highly reputable advisors in order to provide a truly independent model that allows advisors to maintain control over their business in addition to providing the tools required to enhance their practice.
FundEX is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company with origins dating back to 1892. iA Insurance is the fourth largest life and health insurance company in Canada and contributes to the financial security of more than 3 million Canadians. iA Insurance employs over 4,400 people and manages around $95 billion in assets.
Learn more about FundEX Investments Inc.
For additional information on iA Financial Group, click here
FundEX provides independent financial advisors access to a wide range of products and services to serve all your investment needs.
Major partners include: