FundEX merges with Investia
iA Financial Group has announced the merger, effective July 1, 2021, of FundEX and Investia. The merger unifies iA Wealth’s MFDA division under the Investia brand and solidifies its position as a leading Canadian provider of independent, holistic wealth management solutions.
“Bringing FundEX and Investia together is the logical next step in the evolution of our MFDA business and advances our strategic objective of being the partner of choice for independent, entrepreneurial-minded advisors. By unifying our brand and focus, the merger brings greater clarity to our position in the marketplace and creates efficiencies that enhance our ability to deliver a superior experience for both advisors and clients.” – Sean O’Brien, Executive Vice-President, iA Wealth.
Founded in 1988, Investia has grown into one of Canada’s largest independent MFDA advisory firms. “Our rapid growth, particularly over the last 20 years, reflects our ability to earn the trust and confidence of our clients by providing them with exceptional value through every life stage. The driving force of Investia’s success has always been our unwavering commitment to the independent advisory model, which ensures unbiased guidance and a fully tailored experience for our clients. Our FundEX advisors have long shared this same commitment and we look forward to working with them as we enter a new and exciting phase of our collective evolution and growth.” – Louis H. DeConinck, President, Investia.
“FundEX and Investia already share a core technology platform in Univeris, and as a result the transition will have no impact on day-to-day operations. Clients will continue to work with their current advisor and receive the same great service they have come to expect, while FundEX advisors can look forward to a number of enhancements to their practice management and digital capabilities that are already in place at Investia.” – David Chapman, President, FundEX.