Fundex Investments

What Fundex Investments does

Fundex Investments is a Canadian financial services firm founded in 1995, headquartered in Vaughan, with a workforce in the 101-250 range. The firm operates as a wholly-owned subsidiary within the iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) ecosystem, distributing a comprehensive suite of registered and non-registered savings and retirement products — including RRSPs, LIRAs, TFSAs, RESPs, RRIFs, LIFs, annuities, RRSP loans, mutual funds, and segregated funds. It is regulated by the Canadian Investment Regulatory Organization (CIRO) and sells exclusively to the Canadian market.

Distribution is anchored on a network of licensed financial advisors, supported by a "Find an advisor" tool on the website and a self-service digital layer consisting of a Client Portal and the Investia Mobile App on iOS and Android, both secured via multi-factor authentication. Revenue is generated through recurring management and administration fees on its investment fund and registered plan wrappers, as referenced by its Administrative Fee Schedule. The customer base consists of individual retail Canadians saving across life events — retirement, home purchase, education, starting a business, and major purchases — with no disclosed enterprise or institutional client base and no international footprint.

Name

Fundex Investments

Legal name

Investia Financial Services Inc.

Website

https://fundex.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

Fundex Investments, a Canadian financial services firm founded in 1995 in Vaughan, distributes RRSPs, TFSAs, RESPs, mutual funds, and segregated funds via a financial advisor network. It operates as a wholly-owned subsidiary of iA Financial Group, regulated by CIRO.

Ownership category

akta.pro rank

Product category

Retail Wealth Management / Individual Savings and Retirement Products

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Income Funds (Diversified Income) (FSAAAJAG)

Keywords

• Registered savings plans
• Retirement income funds
• Mutual fund products
• Financial advisory services
• Education savings plans

Headquarters

HQ city

Vaughan

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Management and Administration Fees: Investia generates revenue through management fees and administration fees on its suite of mutual fund and segregated fund products including RRSPs, TFSAs, RESPs, RRIFs, LIFs, and annuities. The company offers an Investia Administrative Fee Schedule.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Fundex Investments (operating through Investia Financial Services Inc.) provides a full range of mutual fund and segregated fund products and services for individual Canadians' savings and retirement needs. Core offerings include RRSPs, LIRAs, RRIFs, LIFs, annuities, RRSP loans, TFSAs, non-registered savings plans, and RESPs, distributed via a national network of financial advisors with digital self-service access through a Client Portal and mobile app.

Product overview

Investia Financial Services offers a unified financial services platform providing a comprehensive suite of registered and non-registered investment products. The portfolio centers on retirement planning tools (RRSP, RRIF, LIRA, LIF), education savings (RESP), and flexible savings options (TFSA, non-registered plans), complemented by borrowing solutions (RRSP loans) and access to mutual funds and segregated funds. The Investia mobile app provides client-facing digital access to portfolio management. The company operates as a subsidiary of iA Financial Group, distributing investment products through a network of financial advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• RRSP, LIRA and Other Plans

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• IG Wealth Management: One of Canada's largest advisor-driven mutual fund dealers, part of IGM Financial. Offers a comparable product shelf (RRSP, TFSA, RESP, mutual funds, segregated funds) and uses a similar financial-advisor distribution model targeting individual Canadian savers.
• Edward Jones Canada: Canadian arm of Edward Jones, a financial-advisor-led firm focused on individual investors and retirement planning. Closely matches Investia's advisor-centric distribution model and individual-investor target segment.
• Tangerine Investments: Canadian direct bank offering investment funds and savings products to retail investors through digital and advisor-supported channels. Comparable product mix (mutual funds, savings accounts) within the Canadian retail-investor segment.
• Fidelity Investments Canada: Canadian arm of Fidelity offering mutual funds, ETFs, and managed portfolios through both advisor and direct channels. Comparable mutual fund product suite and distribution approach within the Canadian retail wealth market.

Emerging players

• Wealthsimple: Leading Canadian digital wealth management platform offering low-fee investment products and robo-advisory services. Competes for the same individual-investor segment as Investia but via a fully digital, lower-cost distribution model.
• Questwealth Portfolios: Canadian online managed-portfolio service from Questrade offering digital investment advice at low fees. Represents the digital-first challenger segment competing for mass-affluent Canadian savers.

Broad incumbents

• Manulife Investments: Major Canadian insurance and financial services company offering investment products including mutual funds, segregated funds, and annuities. Comparable segregated-fund and retirement-income product overlap with Investia.
• Sun Life Financial: Major Canadian financial services company with wealth and insurance lines, including mutual funds and segregated funds distributed through advisor networks. Overlaps with Investia in retirement-income and advisor-led products.
• BMO InvestorLine: Bank-affiliated Canadian brokerage offering self-directed and advisor-assisted investing, mutual funds, and ETFs. Competes for the same retail-investor segment, backed by a major Canadian bank's balance sheet and distribution.
• CI Direct Investing: Canadian investment management firm offering mutual funds, ETFs, and managed portfolios through advisor and direct channels. Overlapping product suite and distribution approach with Investia within the Canadian retail wealth market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/FundEX
• Facebookfacebook.com/162416667231901
• LinkedInlinkedin.com/company/fundex-investments-inc.

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fundex Investments