Become a member

It pays to be an IFB member

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IFB Members Value Proposition

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

IFB Education Summits and Events

Earn your annual C.E. credits at high quality educational events. As an IFB member, you will always be given the first chance to register at special Members Only early bird 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. To inquire about these discounted rates, please contact Ozy Camacho at (416) 847-8531.

Discounted Home and Auto Insurance

Our latest benefit program features home and auto coverage from the same great broker that you’ve come to know through our E&O program, Magnes. Both are underwritten by Novex Insurance Company. Learn more about the discounted home and auto insurance rates IFB members receive.

Home & auto insurance

Printing Services from NEBS

Printing Services from NEBS

When our members need professional printing, they can have the work done at a 15% discount from NEBS. Call 1-800-461-7572 and quote Perfect Partner Code 19881.

New Member ApplicationMembership Renewal