Federation Annual Conference 2025 | Federation of Independent Dealers

Talks

02

June 2025
Monday (timezone: America/Toronto)

Breakfast

Breakfast sponsored by B2B Bank

Opening remarks by Federation Director Bill Charles

Bill Charles, CFP, Chief Executive Officer at Global Maxfin Investments Inc. Global Insurance Solutions Inc.

MC Introduction

Mélanie Valcin, President & CEO at United for Literacy

Federation Director Bill Charles Sits Down With Robert Frances

Bill Charles, President & CEO at Global Maxfin

Transfer Automation

Rosemary Marchesano from Fundserv

A.M. Networking Break

Sponsored by: Mackenzie Investments

Discussion with CIRO

Moderated by: David Di Paolo, BLG's Incoming National Managing Partner and CEO at BLG

Lunch

Dealer Panel Discussion

Moderated by: Michelle Schriver, Senior reporter at Advisor.ca and Investment Executive

Next Steps for Client Focused Reforms

Moderated by: Alicia Kenny, Director of Marketing at Four Eyes Financial

P.M. Networking Break

Sponsored by: Mackenzie Investments

USA Dealer Insights

Moderated by: Bill Donegan, Senior Compliance Consultant at BLG Beyond AUM Law

Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment

Daniel Collison, Keynote Speaker at Advice 2 Advisors

RFA Bank

Fundserv

Fundata

Equisoft

Home Trust

Mackenzie Investments

BLG

United for Literacy

Investment Executive

Advisor.ca

Learnedly

B2B Bank