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 professionals nationwide and $11 billion in assets under administration.
FundEX is a subsidiary of Industrial Alliance. 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.
FundEX Investments Inc. is a member of the trade association, The Investment Funds Institute of Canada (“IFIC”) and a member of the Mutual Fund Dealers Association of Canada (“MFDA”). The MFDA is the recognized self-regulatory organization (“SRO”) for mutual fund dealers in Canada. The MFDA enhances investor protection and strengthens public confidence by mandating, monitoring compliance with, and enforcing rules and practices to ensure high standards of conduct by its Members.