Author Archives: IFB Staff

  1. COVID-19 Resources for Financial Advisors

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    Mutual Funds and links to government programs:

    MFDA: https://mfda.ca/members/covid-19/

    Canadian Federation of Independent Business (CFIB): Government programs and information helpline: https://www.cfib-fcei.ca/en

    Life/Health Insurance:

    CCIR/CISRO joint communication on Covid 19, April 2020: https://www.ccir-ccrra.org/Documents/View/3585; https://www.ccir-ccrra.org/Documents/View/3588

    Life/Health insurance licensees should refer to the website of the insurance regulator in the province/territory they are licensed in to keep up-to-date on any changes affecting license renewals, and other regulatory guidance.

    Canadian Life and Health Insurance Association: Covid updates

  2. Asset TV Coverage of IFB 2019 Toronto Spring Summit

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    IFB is pleased to provide you with access to Asset TV’s recently released interview with Peter Wouters, Director of Tax, Retirement & Estate Planning Services at Empire Life, who discussed the growing interest in guaranteed lifetime income and the role of the advisor in finding appropriate solutions, at IFB’s Toronto Spring Summit.  Asset TV was the digital media sponsor of the IFB Summit.

    To view the video click here

  3. IFB in the News

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    Susan Allemang, IFB’s Director of Policy & Regulatory Affairs, was quoted in an article published in the Globe Advisor: “Carrying dealers becoming essential to independent advisors”.

    “Independent advisors face a lot of competitive forces that are coming from robo-advisors, the banks and the very large, integrated [wealth-management] firms,” she says. “It’s a difficult situation because there is a lot of pressure on the independent channel.”

    To read the full article published by Globe Advisor, click HERE