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 Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

The fourth largest life and health insurance company in Canada, Industrial Alliance is a fully integrated wealth management company serving more than 3 million clients across North America. With over $58.4 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.