Labour Day Office Hours Labour Day Weekend – Office Schedule Notice Dear Federation Members, As we approach the Labour Day holiday, please be advised of the upcoming office hours: Friday, August 29: The office will close ear... Aug 28, 2025
Beyond the Monday Musings: Week ending August 27 Industry news Markets Stay Strong Despite Chaotic Headlines: Q2 results show Canadian and U.S. markets remain resilient, led by gains in tech, communications, and real estate sectors. independentdeale... Aug 27, 2025
Beyond the Monday Musings: Week ending August 20 Industry news BMO Announces August 2025 Distributions for ETFs & Mutual Funds BMO Asset Management confirmed cash distributions for all BMO ETFs and ETF Series of BMO Mutual Funds, with record and pay... Aug 20, 2025
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
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
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
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
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
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
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
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
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