Effective July 1, 2021, our dealer firm, FundEX Investments Inc., will be merging with its sister company, Investia Financial Services Inc. Some of you may have already received correspondence about this in your latest quarterly statement.
We would like to emphasize that this change is not the result of an acquisition by a third-party firm. Both FundEX and Investia are proud members of the iA Financial Group (iAFG) family of companies, and the merger reflects iAFG’s ongoing commitment to optimizing the efficiency of its operations and ensuring a superior client experience by positioning Investia as the largest independent mutual fund dealer in Canada.
We would also like to emphasize that the merger has no impact on:
- Our relationship
- Your accounts (account numbers may, but are unlikely to change)
- Your client portal (Wealthview) access
- The value and holdings of your investment portfolio
What will change is that all official dealer communications, such as account statements, will bear the Investia logo going forward. You can find more information about Investia on their website at www.investia.ca. Please note that for some months post-transition, you may continue to see the FundEX logo on certain materials that you receive directly from me.
If you have any questions or comments, please do not hesitate to contact our office.