Who We Are

With over $17 billion* in assets under administration, FundEX is one of Canada’s most trusted independent wealth management firms. Our network of more than 700 investment fund advisors serve the wealth planning needs of individuals, families and business owners from coast to coast.

At FundEX, we believe that investors are best positioned to reach their goals when they are guided by a comprehensive, personalized wealth plan created in consultation with a skilled and committed advisor – an advisor dedicated to providing superior advice and support. Backed by 125 years of excellence in financial services

FundEX is owned by iA Financial Group, a renowned financial services provider since 1892. One of the largest publicly traded companies in the country, iA Financial Group serves more than four million clients and has over $181 billion assets under management and administration.

*As at December 31, 2019.