Who we are

The Legacy Group firmly believes that clients must be given the tools and the time to make the important decisions about their financial future. We believe in long term, trusting relationships with our clients that cannot be rushed. Increasing our client’s peace of mind through the implementation of a well-constructed and carefully considered Lifestyle Plan.

Forecasting into the future is not an exact science; however a documented plan will accomplishes many things which are essential for individuals and their families.

• Assist in making the thought of retirement more realistic
• Intangible objects like RRSP’s / Investments will become tangible concepts with meaning
• Give perspective to the amount of risk that should taken to achieve desired goals
• Address Estate planning issues and Wealth Transfer to the next generation
• Improve tax efficiency by properly addressing investment structure
• Address unforeseen risks related to assisting aging parents, children, and your future Long Term Care issues
• Improved efficiencies of scale by clarifying insurance and investment costs
• Creates a healthy discussion around topics that aren’t usually addressed in detail but are often thought about

These are a few of the benefits realized from allocating time to discuss those important issues that affect all families in varying capacity. This thought provoking process will take a few focussed hours to complete, but will provided the necessary information needed to produce manageable solutions to those important issues.  Our client’s recognized the need to deal with these hard questions, and appreciate the 85 years of combined and acquired experience The Legacy Group brings to the table in helping them make tough, educated decisions, easier.

FundEX Investments Inc. was established in 1995 as a privately owned, national mutual fund dealer partnering with industry leading financial planning professionals across Canada.  The head office is based in Markham, Ontario and Industrial Alliance is the majority shareholder.

The main business premise of FundEX Investments Inc. is to provide the independent FundEX Associate with an automated and compliant platform as they guide their clients in the formation, maintenance, preservation and distribution of wealth.

FundEX Investments Inc. is a member of the trade association, The Investment Funds Institute of Canada (“IFIC”) and a member of the Mutual Fund Dealers Association of Canada (“MFDA”).  The MFDA is the recognized self-regulatory organization (“SRO”) for mutual fund dealers in Canada.  The MFDA enhances investor protection and strengthens public confidence by mandating, monitoring compliance with, and enforcing rules and practices to ensure high standards of conduct by its Members.

Website: fundex.com

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