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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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Founded in 1995, FundEX has grown to become the largest flat-fee dealer in Canada.  We’re interested in supporting your business, not owning it.  FundEX fosters an environment that allows the independent advisor to run an autonomous financial operation.  We provide you with the tools to enhance your service level, access to a broad product and service platform, and the regulatory and competitive insight to help you take full control over the direction of your practice.

 

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