Beyond the Monday Musings: Week ending August 13 Industry News RBC Global Asset Management Finalizes 2025 Bond ETF Maturities The maturity and voluntary delisting of RBC Target 2025 Canadian Government, Corporate, and U.S. Corporate Bond ETFs is set... Aug 13, 2025 News
FID in the News: Investment industry advocacy groups rebrand, make their pitch in a shifting landscape https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-investment-industry-advocacy-groups-rebrand-make-their-pitch-in-a/ Several major Canadian investment industry advocacy grou... Aug 12, 2025 News
CIRO Broadcast email to Chief Compliance Officers and your firm’s primary contact for the industry-wide BCP test CIRO - Broadcast email to Chief Compliance Officers and your firm’s primary contact for the industry-wide BCP test To Fundserv distributors and intermediaries, As previously communicated in CIRO Notic... Aug 11, 2025 News
Beyond The Monday Musings: A New Weekly News Roundup: Week ending August 6 This is the first week of a new website feature, 'Beyond The Monday Musings' an additional roundup of recent and relevant Canadian wealth management and regulatory news, with a focus on compliance, bu... Aug 6, 2025 News
New member: NDEX Founded in 1999, NDEX is the industry's leading independent, multi-custodian "all-in-one" wealth management platform provider, serving over 350 firms and 14,000 advisors across North America who colle... Jul 28, 2025 News
June 18 Meeting Cancellation Notice Meeting Cancellation Notice As we have received a few enquiries on todays previously scheduled membership meeting: Please note that today's scheduled membership meeting was cancelled in favour of the ... Jun 18, 2025 News
New member: ATB Investment Management 📢 Exciting News: ATB Investment Management is now part of the Federation of Independent Dealers! 🚀 ATB Investment Management Inc. (ATBIM), a subsidiary of ATB Financial, is a well-established portfoli... Press release May 20, 2025 News
New member: Peoples Group 🚀 Exciting News: Peoples Group Joins the Federation of Independent Dealers! 🚀 We're thrilled to announce that Peoples Group, a trusted financial institution with over 35 years of experience, is now a ... Press release May 12, 2025 News
New Member: Queen Financial Group 📢 Exciting News: Queen Financial Group Joins the Federation of Independent Dealers! 🚀 We're pleased to announce that Queen Financial Group, a comprehensive financial management company, is now part of... Mar 18, 2025 News
New Member: Registrant Law Toronto, ON – March 11, 2025 – The Federation of Independent Dealers is pleased to announce the addition of Registrant Law as its newest member. Based in the Toronto area, Registrant Law brings a weal... Mar 11, 2025 News
Announcement: New Treasurer We are pleased to announce that Sabrina Fanelli, CFA, CAIA has been appointed as the new Treasurer for the Federation of Independent Dealers - Fédération des Courtiers Indépendants. Sabrina brings a w... Feb 10, 2025 News
Please join us in welcoming SEI to the Federation! Exciting news! We're pleased to announce that SEI is joining the Federation of Independent Dealers as our newest fund company affiliate. SEI is a leading global provider of asset management, investmen... Dec 2, 2024 News