Another new FID member! We are excited to announce the addition of World Financial Group to our Federation of Independent Dealers! Under the leadership of President Rick Williams, World Financial Group has demonstrated a str... Federation 13 juin 2024
New FID member! We're delighted to welcome our newest ID member, Queensbury Securities. With a rich history of providing independent financial advice since 1987, Queensbury Securities aligns with our commitment to fo... Federation 21 mai 2024
List of mutual funds moving to T+1 via CCMA : Fundserv surveyed its participants asking for their intention to move none, some, or all of their T+2 products to T+1; the results are available on the Fundserv site (username and password ... 14 mai 2024
New FID member! The Federation of Independent Dealers (FID) warmly welcomes Argosy Securities, a top-tier Canadian investment firm, to the Federation! With a focus on wealth strategies, objective advice, and access t... Federation 8 mai 2024
Fundserv Proposed Fee Changes consultation The Federation is hosting a member discussion on the important CIRO Advisor Incorporation consultation. As a member of the Federation, your input is instrumental to ensuring our response reflects your... Consultation Fundserv Incorporation 7 mai 2024
2024 Meeting dates We are pleased to announce the remaining meeting dates for 2024. Our meetings provide valuable opportunities for members to network, and engage in discussions related to our industry with peers.If you... Federation 5 mai 2024
New FID member! The Federation of Independent Dealers (FID) warmly welcomes Aviso Wealth Inc. as a new member. Aviso Correspondent Partners provides custody, trading, clearing, and settlement services to help portfol... 1 mai 2024
Response to CIRO's Position Paper on Advisor Compensation Options Federation comment letter in response to CIRO's Position Paper on Advisor Compensation Options, Link 1. The Federation of Independent Dealers (FID) supports levelling the advisor compensation option... 5 avr. 2024
Response to CIRO's Rule Consolidation Project – Phase 2 Federation comment letter in response to CIRO's Rule Consolidation Project – Phase 2, Link / 1. The Federation of Independent Dealers (FID) advocates for competitive equivalence and new tools for mutu... 5 avr. 2024
Latest coverage: Federation of Independent Dealers Featured in Investment Executive The Federation of Independent Dealers (FID), formally the Federation of Mutual Fund Dealers, launched under its new name and “enhanced” mandate, and has a new board leader for 2024. Robert Smuk, presi... 5 mars 2024
Latest coverage: Federation of Independent Dealers Featured in The Globe and Mail We're thrilled to announce that the Federation of Independent Dealers has been featured in a special article by The Globe and Mail! This feature highlights our organization's change of name, and conti... media 4 mars 2024
Federation of Independent Dealers appoints new Chair and board members for 2024 FOR IMMEDIATE RELEASE Federation of Independent Dealers Appoints Robert Smuk as Chair of the Board and Announces Board Members for 2024 Toronto, ON. March 4, 2024 - The Federation of Independent Deale... Federation Press release 4 mars 2024