Become a member

It pays to be an IFB member

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Value for being an IFB Member


Your IFB membership connects you with other Independent Financial Advisors.

As a member of IFB, you get the tools to help you understand and navigate the regulatory environment and maintain a compliant practice.

Whether you’re looking to grow, maintain, or transition your business, IFB membership gives you access to an exclusive program for succession and continuity planning.

Coming Up Next™


Introducing Coming Up Next™, the new way to think about growth for your practice.  Exclusive to IFB members, Coming Up Next™ focuses on transition outcomes, discovering opportunities among peers, and making meaningful connections to drive growth for your practice.  Find out more by visiting www.comingupnext.ca.

High Quality Education


Earn your annual C.E. credits at high quality educational events, such as Summits, Workshops and Webinars. As an IFB member, you will have access to special rates. Have a look at the upcoming summits and events on our schedule.

Errors and Omissions Insurance


IFB members can apply for Errors & Omissions insurance through our group plan. It offers all the coverage you need to protect yourself and your clients at a very attractive rate. More information on our group E&O Coverage.

Insurance coverage

Regulatory updates


Regulatory changes

Members receive, via email, timely updates on regulatory affairs, whether they affect brokers in a particular province or across the country. We stay on top of the issues affecting our member brokers, and keep them up to date with the latest legislative and compliance news.

Other educational opportunities


IFB members receive discounts on mutual funds courses and courses leading to the CFP designation through the Investment Funds Institute of Canada and the Canadian Institute of Financial Planners. Find out more about the educational options available to our members.

Educational opportunities

Exclusive Investment Executive Offer


Saving money

IFB Members enjoy a free subscription to Investment Executive, one of Canada’s foremost publications for financial professionals. To request your free subscription to Investment Executive, print this form and fax it to the number provided.

Investment Executive also offers a special rate to IFB members for their consumer magazines, Money Planner and Canadian Investment Guide. These publications work to educate consumers and reinforce the value of financial professionals.

Discounts on the Products and Services You Need


For more information visit Savings and Discounts!

Printing Services from NEBS

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