18th Jun 2021
IFB Staff
Why advisors are in a position to advocate for tax reform
18th Jun 2021
IFB Staff
Bank of Canada Should Keep Overnight Rate at 0.25 Percent over Coming Year: C.D. Howe Institute Monetary Policy Council
18th Jun 2021
IFB Staff
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
01st May 2020
IFB Staff
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
21st Feb 2020
IFB Staff
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
07th Jun 2019
IFB Staff
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
02nd Jun 2019
IFB Staff
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
31st May 2019
IFB Staff
Click HERE to read the press release from CLHIA