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... 5 nov. 2024
Please join us in welcoming SagePath Consulting to our Federation! We’re thrilled to welcomeSagePathConsulting Ltd. to the Federation of Independent Dealers/Fédération des Courtiers Indépendants (FID/FCI)! SagePath’s leadership team has over 100 years of combined exp... 1 nov. 2024
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... 29 oct. 2024
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... 28 oct. 2024
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... 23 sept. 2024
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... 23 sept. 2024
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... 16 sept. 2024
A new Federation member! We're happy to announce and welcome Integral Wealth Securities to the FID-FCI ! Darrell Bartlett, CCO of Integral Wealth, looks forward to adding his voice and expertise to our discussions. His though... 7 août 2024
Launch of Topic tracker The Federation is launching a new website feature, a topictracker! This will build over time, and provides a resource to trace back each regulatory issue through time, with links, comment letters, and... 13 juill. 2024
Response to CIRO's Rule Consolidation Project – Phase 3 The Federation is commenting onCIRO's Rule Consolidation Project – Phase 3, Consultation: https://www.ciro.ca/news-room/publications/rule-consolidation-project-phase-3 Comment letter: We're almost don... 13 juill. 2024
CIRO member survey Dear FID Members, CIRO has launched its first Member Survey as an amalgamated organization. We encourage all our members to participate in this important initiative. Why Participate? Help shape CIRO's... 3 juill. 2024
Response to CIRO's Proposed Integrated Fee Model Federation comment letter in response to CIRO'sProposed Integrated FeeModel Consultation: https://www.ciro.ca/news-room/publications/proposed-integrated-fee-model FID-FCI comment letter: Federation of... 25 juin 2024