Regulatory changes

News from IFB

01st May 2020

IFB Staff

COVID-19 Resources for Financial Advisors

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

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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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Regulatory changes

12th Apr 2019

IFB Staff

IFB responds to Ontario Government Budget

April 11, 2019. Mississauga. Independent Financial Brokers of Canada (IFB) welcomes the Ontario government’s commitment to ensure Ontario’s consumers of financial products can depend on a thriving and innovative financial services sector, delivered alongside a robust regulatory system which has, at its heart, a strong consumer protection mandate. “IFB recognizes that for these goals to succeed, those who are licensed and educated to provide advice to retail clients must be professional and proficient” said Nancy Allan, IFB’s Executive Director. “Fortunately, Ontario already has in place both a robust licensing system and system of regulatory oversight through its existing provincial securities and insurance regulators, and national SROs, IIROC and the MFDA. It is important to IFB – and IFB members – […]

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