Category Archive: IFB News

18th Jun 2021

IFB Staff

IFB in the News

Great article from Investment Executive featuring FindBob’s CEO, Roland Chan, and his talk at the 2021 IFB Spring Summit on tips for buying and selling a book. Negotiation tips when buying or selling a book

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21st Feb 2020

IFB Staff

IFB in the News!

IFB’s Director of Policy and Regulatory Affairs contributed to this article published on Advisor.ca on the risks for advisors in the event of a privacy breach. Don’t be careless with client confidentiality  

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07th Jun 2019

IFB Staff

Asset TV Coverage of IFB 2019 Toronto Spring Summit

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

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02nd Jun 2019

IFB Staff

IFB in the News

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

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31st May 2019

IFB Staff

CLHIA announces withdrawal of Guideline G19

Click HERE to read the press release from CLHIA

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31st May 2019

IFB Staff

IFB sends letter to CLHIA regarding G19

Click HERE to read the letter that IFB sent to the CLHIA

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29th Apr 2019

IFB Staff

2019 Toronto Spring Summit was a Success

The IFB 2019 Toronto Spring Summit was a success.  To read coverage of our Summit by Investment Executive please click HERE

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26th Sep 2018

IFB Staff

Vic Fedeli, Ontario’s Minister of Finance to open IFB 2018 Toronto Fall Summit

IFB is pleased to announce that Ontario’s Minister of Finance, the Honourable Vic Fedeli, will be the opening keynote speaker at the Toronto Fall Summit, on November 6, 2018.  The Ontario government has been taking new directions on a number of fronts, including financial services. Most recently, the government questioned whether the proposed changes to the client-advisor relationship, including banning DSCs, is the right direction for securities regulation. Come and hear what Minister Fedeli has to say about his government’s thinking on where financial advice and regulation is headed for Ontarians. Don’t miss this opportunity! Register today.

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