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

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

Insurance coverage

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.

Regulatory updates

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.

Regulatory changes

Other educational opportunities

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.

Exclusive Investment Executive Offer

IFB Members enjoy a free subscription to Investment Executive, Canada’s leading news source for financial professionals that offers daily analysis on the state of the industry. Start your free subscription to Investment Executive.  

Exclusive Advisor's Edge Offer

IFB Members enjoy a free subscription to Advisor’s Edge, the award-winning magazine that helps Canada’s client-facing advisors do their jobs better. Start your free subscription to Advisor’s Edge.

Discounts on the Products and Services You Need

For more information visit Savings and Discounts!

Printing Services from NEBS

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