We invite you to join us in commemorating 30 years of dedicated advocacy for mutual fund and investment dealers across Canada. The Federation of Independent Dealers continues to serve as an important voice for distribution in the industry.
There is no better way to put your company's strength, commitment, and corporate identity in the spotlight than by sponsoring the Federation's 14th Annual Conference. Connect directly with industry leaders, decision-makers, and key stakeholders in Canada's independent dealer community.
To serve as the representative voice of independent dealers across Canada.
To ensure the sustainability and success of independent dealers.
To advocate on behalf of our members and provide support through education, awareness, and best practices.
Founded in 1996 as the Federation of Mutual Fund Dealers, we have spent three decades advocating for the interests of independent dealers. Your participation in our 30th anniversary conference will honour our collective achievements and reaffirm our commitment to excellence in the financial services sector.
| Time | Type | Session |
|---|---|---|
| 8:30 AM | Opening |
Registration & Breakfast
|
| 9:15 – 10:00 AM | Keynote |
Opening Keynote
Andrew J. Kriegler, President & CEO, CIRO
|
| 10:00 – 11:00 AM | Panel |
Dealer Panel
Moderated by Michelle Schriver, Investment Executive
|
| 11:00 – 11:15 AM | Break |
Morning Break
|
| 11:15 AM – 12:00 PM | Session |
Pruning the Rulebook: Canada's Financial Regulatory Scorecard
Gherardo Caracciolo, C.D. Howe Institute
|
| 12:00 – 1:00 PM | Lunch |
Networking Lunch
|
| 1:00 – 1:45 PM | Session |
Proactive Cybersecurity in the Age of AI
|
| 1:45 – 2:15 PM | Session |
Cracking the Multi-Generational Code
Lina Ismail, Prospera AI
|
| 2:15 – 3:00 PM | Panel |
Due Diligence Panel
|
| 3:00 – 3:15 PM | Break |
Afternoon Break
|
| 3:15 – 4:00 PM | Session |
IE Dealers Report Card: The Unreleased Research
Kevin Press & Katie Keir, Investment Executive
|
| 4:00 – 5:00 PM | Keynote |
From Compliance to Competitive Advantage: Operationalizing Estate Planning for Advisor Growth
Daniel Collison, Advice2Advisors
|
| 5:00 PM | Reception |
Cocktail Reception
|
All sponsorship packages include logo placement on event marketing materials including the Federation website and event communications. We are always open to creative ideas for spotlighting your firm - contact us to discuss alternative options.
The Federation has received an exemption to NI 81-105, permitting fund companies to sponsor Federation events.
| Features | Breakfast $3,000 |
Lunch $4,000 |
Cocktails $5,000 |
Breaks $3,000 |
|---|---|---|---|---|
| Single sponsor exclusivity | ✓ | ✓ | ✓ | ✓ |
| MC Acknowledgement | ✓ | ✓ | ✓ | ✓ |
| Logo on event marketing | ✓ | ✓ | ✓ | ✓ |
| Pop-up banner in room | - | ✓ | ✓ | - |
| Signs at food service | ✓ | - | - | ✓ |
| Booth space | - | ✓ | ✓ | - |
| Event Passes | 2 | 3 | 4 | 2 |
| Features | Sessions $4,000 |
Keynote $7,500 |
M.C. $2,000 |
Booth $1,500 |
Charging $2,500 |
|---|---|---|---|---|---|
| Single sponsor exclusivity | - | ✓ | ✓ | - | ✓ |
| MC Acknowledgement | ✓ | ✓ | ✓ | - | - |
| Logo on event marketing | ✓ | ✓ | ✓ | ✓ | ✓ |
| Pop-up / Introduce speaker | ✓ | ✓ | ✓ | - | - |
| Booth space | ✓ | ✓ | ✓ | ✓ | ✓ |
| Event Passes | 3 | 4 | 4 | 1 | 1 |
Complete your application instantly on our website:
https://FederationConference.ca/sponsors.htmlStart an email to the Federation and attach this form:
mlatimer@independentdealers.caSend to:
Treasurer@IndependentDealers.ca
Royal Bank of Canada
Transit: 0630 | Inst: 003
Account: 1007988
Federation of Independent Dealers
307-70 Forest Manor Rd.
Toronto, ON M2J 0A9
Sponsor attendees will have name badges at registration.
Email attendee names to:
mlatimer@IndependentDealers.ca
Deadline: April 13, 2026
Booth includes 1 table + 2 chairs.
Electricity: Limited outlets. If your booth requires power, let us know to prioritize placement.
Loading dock: 37 Richmond St. W
Borden Ladner Gervais LLP
Bay Adelaide Centre, East Tower
22 Adelaide St W, Suite 3400
Toronto, ON M5H 4E3
Contact: Gregory Taylor (705) 716-2195
Delivery deadline: Thursday, April 17, 2026
Post-event: Arrange your own courier pickup and coordinate with BLG.
Please provide: corporate name, high-res logo (non-PDF), and any usage guidelines.
Setup access: 7:30 AM
Breakfast begins: 8:30 AM
Be ready by 8:00 AM.
Sponsors may provide a prize for guest draws. Winners announced during closing remarks.