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
Picton Mahoney is the Latest Affiliate Member joining the Federation of Independent Dealers! Exciting News! We're thrilled to announce that Picton Mahoney Asset Management is joining the Federation of Independent Dealers, further strengthening our rapidly growing community of Investment and M... Nov 27, 2024 News
Time to Renew Your Membership It's that time of the year again! We kindly remind all our valued members that it's time to renew your membership with our association. We've been [coming together consistently since 1996]( https://ww... Nov 25, 2024 News
Please welcome Fundata to the Federation! We are pleased to welcome Fundata Canada to the Federation of Independent Dealers! As a growing community of Investment and Mutual Fund dealers, we're excited to have them on board as our newest affil... Nov 25, 2024 News
Please join us in welcoming Canoe Financial to our Federation! Here we grow again! Please extend a warm welcome to our newest affiliate fund company member, Canoe Financial! "We're thrilled to welcome Canoe Financial to the Federation of Independent Dealers commu... Nov 5, 2024 News
Please join us in welcoming SagePath Consulting to our Federation! We’re thrilled to welcome SagePath Consulting Ltd. to the Federation of Independent Dealers/Fédération des Courtiers Indépendants (FID/FCI)! SagePath’s leadership team has over 100 years of combined e... Nov 1, 2024 News
Latest version (11) of the Voluntary Industry TCR Implementation Framework Please see attached the final copy of the TCR Implementation Framework version 11 dated October 21, 2024 . Executive summary of the changes are: Clarification and definition of “Market Value”; Clarifi... Oct 29, 2024 News
Post Conference Survey - Problem With Link Dear Conference Attendees, We regret to inform you that there was an issue with the post-conference survey link previously shared. We sincerely apologize for the inconvenience. The correct survey link... Oct 28, 2024 News
Please welcome our newest Federation member! We're thrilled to welcome PortfolioHiWay as the newest member of our association! PortfolioHiWay is a Canadian wealth management technology firm dedicated to simplifying investing through innovative s... Sep 23, 2024 News
Member spotlight: PortfolioAid Portfolio Aid's Sam Webster has been a Federation supporter for several years, and hespared a few minutes toconnectfor a chat. In this member spotlight, we had the opportunity to interview Sam Webster... Sep 23, 2024 News
CIRO Rule Consolidation CIRO Rule Consolidation Phase 6 is pending This phase will be the full republication of all phases together as a consolidated new rulebook. We are expecting: This phase will be completed by the end of... Sep 16, 2024 Topic tracker
Welcome our newest Federation member! We're delighted to welcome DeThomas Wealth Management to the Federation of Independent Dealers/Fédération des Courtiers Indépendants (FID/FCI)! With their 35+ years of experience and offices across Ca... Sep 16, 2024 News