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FundEX’s Perspective:

What sets FundEX apart?  Our defined cost platform represents more than just a 100% payout opportunity.  We like to believe that everything from our advisor-focused guiding principles to our business philosophy and industry insight makes us unique.  If you’re a client-centred financial planner, and not a producer, we may be the right fit for you. 
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Corporate Profile

FundEX was founded in 1995 as a privately owned mutual fund dealer.  Since then, we have grown to become Canada’s largest flat-fee dealer with over 500 independent financial advisors nationwide and $11 billion in assets under administration.  

FundEX is subsidiary of Industrial Alliance Insurance and Financial Services Inc.   Founded in 1892, Industrial Alliance is a fully integrated wealth management company serving more than 2 million clients across North America.  With over $46 billion in assets, Industrial Alliance ranks among the 100 largest public companies in Canada.  Industrial Alliance stock is listed on the TSX under the ticker symbol IAG.

 

 
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