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Opening remarks by Federation Director Bill Charles
6/2/25, 9:00 AM - 6/2/25, 9:15 AM (America/Toronto) (15 minutes)
Opening remarks by Federation Director Bill Charles
Bill Charles, CFP
Chief Executive Officer at Global Maxfin Investments Inc. Global Insurance Solutions Inc.
Bill Charles, CFP
Chief Executive Officer at Global Maxfin Investments Inc. Global Insurance Solutions Inc.

Bill Charles is the Chief Executive Officer of Global Maxfin Investments Inc. and Global Insurance Solutions Inc. In this role, he is responsible for the overall leadership, direction, growth and profitability of the MFDA Dealership and MGA Business. He also acts as the UDP for the MFDA Dealer.

Bill assumed this role in 2018 after 27 years with Investors Group. He started in the industry as an Advisor and quickly built thriving Advisory practice before moving to the Branch Manager role. As a Branch Manager, Bill ran one of the fastest growing and most successful offices in Canada for 13 years. He, then, became Senior Vice President overseeing all aspects of Distribution, Sales, Asset Growth and 2000 Advisors in Ontario and Atlantic Canada.

He has also been a keynote speaker on many different occasions; has spoken at the IFIC Annual Conference and the Investment Funds Forum regularly and has participated on many CIRO Committees as well as OSC round tables.

Bill served on the Board of Directors of the MFDA from 2011 to 2013. He is currently on the Board of Directors of IFIC (now SIMA), the Federation of Independent Dealers and is also a Member of the SIMA Dealer Committee. Bill was a former Member of the Board of Directors of Coast to Coast against Cancer and the Brampton Rotary Club. Bill is also very active in many sports and coached hockey and soccer. He holds a BA (Finance & Economics) from the and is a Certified Financial Planner.


Join us as the esteemed Chair of the Federation Board of Directors, Robert Smuk welcomes attendees to the Federation Annual Conference, an important annual event for independent dealerships and the securities distribution community.

During this session, Mr. Smuk shares his thoughts on key mutual fund and securities industry trends, challenges, and opportunities. His innovative thinking is sure to resonate with attendees.