Business Details
Your Trusted Partner for Financial Planning Solutions
At Fundex Investments, we prioritize understanding your unique financial goals and life aspirations to deliver tailored solutions. As a wholly-owned subsidiary of iA Financial Group, we combine industry expertise with a diverse range of mutual fund and segregated fund products to support your savings and retirement needs. Our team of experienced advisors focuses on building long-term relationships, guiding you through life's key financial milestones. We leverage advanced technology and streamlined processes to ensure our advisors can dedicate their full attention to your financial well-being. From tax-free savings accounts to registered education savings plans, our comprehensive product suite addresses every stage of your financial journey.We are committed to evolving with your changing needs, providing ongoing support and expertise to help you achieve your objectives. Our client portal and mobile app offer convenient access to your investments and personalized advice. Through regular reviews and adaptive planning, we ensure your financial strategy remains aligned with your aspirations. Backed by the strength of iA Financial Group, we deliver reliable, client-centric financial solutions. Whether you're planning for retirement, saving for a home, or preparing for your child's education, Fundex Investments is your trusted partner in financial success.
Services
Mutual Funds
Tax-Free Savings Accounts
Registered Retirement Plans
Education Savings Plans
Investment Management
Financial Planning
Highlights and features
- We offer personalized financial strategies tailored to your life goals
- Our advisors provide access to a comprehensive range of investment products
- We combine industry expertise with advanced digital investment tools
- Our client-centric approach prioritizes long-term relationship building
- We deliver ongoing financial guidance through life's changing circumstances
Services
Mutual Funds
Our mutual fund offerings provide diversified investment opportunities by pooling resources from multiple investors. This approach enables access to global markets and professional portfolio management while maintaining investment flexibility. Clients can choose from various risk profiles and asset allocations to match their financial objectives.
Tax-Free Savings Accounts
TFSA solutions offer tax-free growth potential for short-, medium-, and long-term savings goals. These accounts provide flexibility for various objectives like emergency funds, home purchases, or supplemental retirement savings while maintaining tax efficiency for Canadian investors.
Registered Retirement Plans
Comprehensive retirement planning solutions include RRSPs, RRIFs, and locked-in accounts. These registered plans offer tax advantages for long-term savings while providing structured income solutions during retirement years through systematic withdrawals and income fund options.
Education Savings Plans
Registered Education Savings Plans help families accumulate funds for post-secondary education while maximizing government grant opportunities. Our solutions combine investment growth potential with strategic contribution planning to optimize education funding outcomes.
Investment Management
Personalized investment management combines strategic asset allocation with ongoing portfolio monitoring. Our advisors develop customized investment strategies using a wide range of products while maintaining regular reviews to ensure alignment with evolving financial objectives and market conditions.
Questions
What financial services does Investia offer?
Investia provides mutual funds, tax-free savings accounts, registered retirement plans, education savings plans, and personalized investment management solutions tailored to individual financial goals.
How can I access my investment portfolio?
Clients can access their investments through our secure Client Portal or mobile app, which provides real-time portfolio tracking and direct communication with your financial advisor.
What makes Investia different from other financial advisors?
We combine the strength of iA Financial Group with personalized service, offering both comprehensive product selection and dedicated advisor support focused on long-term client relationships.
Do you offer retirement planning services?
Yes, we specialize in retirement planning with solutions including RRSPs, RRIFs, and customized strategies to help clients achieve their retirement income goals.
How do I find a local Investia advisor?
Use our online advisor locator tool by entering your postal code or city to find a qualified mutual fund representative in your area.
What investment options are available?
We offer a wide range of investment products including mutual funds, segregated funds, tax-advantaged savings plans, and customized portfolio solutions for various risk profiles and time horizons.
