Federation Annual Conference 2025 | Federation of Independent Dealers

Tous les événements

Présentations

02

juin 2025
lundi (fuseau horaire : America/Toronto)

Breakfast

Breakfast sponsored by B2B Bank

Opening remarks by Federation Director Bill Charles

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

MC Introduction

Mélanie Valcin, President & CEO à United for Literacy

Federation Director Bill Charles Sits Down With Robert Frances

Bill Charles, President & CEO à Global Maxfin

Transfer Automation

Rosemary Marchesano de 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 à BLG

Lunch

Dealer Panel Discussion

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

Next Steps for Client Focused Reforms

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

P.M. Networking Break

Sponsored by: Mackenzie Investments

USA Dealer Insights

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

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

Daniel Collison, Keynote Speaker à Advice 2 Advisors

RFA Bank

Fundserv

Fundata

Equisoft

Home Trust

Mackenzie Investments

BLG

United for Literacy

Investment Executive

Advisor.ca

Learnedly

B2B Bank