FREE Membership Sign in

JavaScript is disabled in your browser.

In order visualise this page, please follow these steps.

iA merges FundEX and Investia under one brand

By The IJ Staff | July 6, 2021, 10:27 a.m.

FundEX Investments Inc. and Investia Financial Services Inc. merged effective July 1.

This article is reserved to PRO Level subscribers

Discover the PRO Level

The most popular in Investment

Sanctions for pre-signed forms levied against former Fredericton rep

Insurers express increased appetite for private market investments

Mutual fund rep fined close to $1.7-million

Make your business shine with Visibility360!

Get a PDF version to share in your networks.

I'm interested

Headlines

Wholesalers have growth ambitions

Supervisors fined when licensee leaves client uninsured for months

Casualty rates excluding auto liability decline at the start of 2024

Related topics …

Flash

Wholesalers have growth ambitions

Casualty rates excluding auto liability decline at the start of 2024

Direct simplified issue offerings benefit advisors eventually

Income inequality gap widens in 2023

Investments

Your client’s concerns in 2024

Insurers express increased appetite for private market investments

Registered retirement savings plan contributions resume downward trend

Life insurance associations urge government to make tax changes

Life Insurance

Insurers boosted by simplified issue insurance sales

Insurer divests U.S. business to focus on Canada

Tips for increasing your firm’s value

Insurers pushing their limits in accelerated underwriting

UNIVERIS

New Quadrus president actively integrating Excel

INVESTIA

More than five years of improperly altered client forms results in sanction

Representative terminated, fined $70,000 for being named in a client’s will

Regulator sanctions veteran dealing representative for seven pre-signed forms

Representative switching firms fined $20,000 for 47 pre-signed forms

IA FINANCIAL GROUP

iA Financial acquires Laurentian Bank’s full-service brokerage division

Commercial real estate adversely affects insurers’ 2023 financial results

iA Financial Group’s earnings up 149 per cent in 2023

Overhead expense insurance to prevent business disruption

FUNDEX INVESTMENTS

Rep suspended after 134 altered forms discovered

Regulator imposes sanctions for pre-signed and altered forms

Regulator fines agents for pre-signed and altered forms

Regulator imposes $30k fine for pre-signed forms

Investment

Pension funding rises in March

Pension risk transfer market volumes in 2023 match record

Defined benefit pension funding increases in the first quarter of 2024

Swiss Re increases stake in Definity

Mergers and acquisitions

BrokerLink closes three transactions

It was appropriate to move forward the purchase of ICPEI, says Valérie Lavoie

Navacord announces its third acquisition of 2024