Events

No happening events!

June 10, 2020
Membership Meeting (Virtual)
11:00 am - 1:00 pm Virtual / Online
Membership Meeting (Virtual)
September 9, 2020
Membership Meeting
11:00 am - 1:00 pm TBD

TBD

Membership Meeting
October 21, 2020
Membership Meeting
11:00 am - 1:00 pm TBD

TBD

Membership Meeting
December 4, 2020
Annual General Meeting
11:00 am - 1:00 pm First Canadian Place

Thank you to BMO Global Asset Management for hosting our 2020 AGM at their offices.

Annual General Meeting
May 15, 2020
CSA CFR Implementation Committee Working Group Meeting
10:00 am - 11:00 am Virtual / Online

This Friday the Federation is holding a working group meeting to discuss the Client Focused Reforms.

CSA CFR Implementation Committee Working Group Meeting
May 7, 2020
Pan Association Meeting
10:00 am - 12:00 pm Virtual / Online

This week the Federation held the 9th Annual Pan Association meeting. We would like to thank all attendees for their participation. The Pan Association comes together once a year, and is an invaluable opportunity for our industry associations to discuss opportunities to collaborate, share highlights of our ongoing priorities, and…

Pan Association Meeting
April 21, 2020
9th Annual Conference – Cancelled
8:00 am - 6:00 pm The Carlu

For the safety of all participants, our conference this year was cancelled due to the pandemic of SARS-COV-2 (COVID-19).

March 25, 2020
Membership Meeting
11:00 am - 1:00 pm CONFERENCE CALL ONLY

Due to the ongoing outbreak and risks associated with COVID-19, the Federation will be hosting this meeting via conference call. Details are located on the agenda, which will be distributed on March 18th.

Membership Meeting
November 29, 2019
Annual General Meeting
11:00 am - 1:00 pm First Canadian Place

Thank you to BMO Global Asset Management for hosting this meeting at their offices: First Canadian Place, 39th Floor, Townhall Room

Annual General Meeting
November 28, 2019
Annual Members Dinner
6:00 pm - 9:00 pm Jump Restaurant, 18 Wellington St. W. Toronto, ON M5L 1G4
Annual Members Dinner
October 23, 2019
Membership Meeting
11:00 am - 9:00 pm NEI Investments (Aviso Wealth) 151 Yonge Street, Suite 1200

Thank you to Aviso Wealth for hosting this meeting at their offices: NEI Investments (Aviso Wealth), 151 Yonge Street, Suite 1200

Membership Meeting
September 11, 2019
Membership Meeting
11:00 am - 1:00 pm 333 Bay Street, 26th Floor

Thank you to Fundserv for hosting this meeting at their offices: 333 Bay Street, 26th Floor in the Greg Campbell Boardroom.

Membership Meeting
September 11, 2019
Liquid Alts seminar
9:00 am - 9:05 am McMillan: 181 Bay Street, Suite 4400, Rowell Boardroom

The Federation is putting on a seminar on Liquid Alternatives for Federation members in conjunction with CAASA (Canadian Association of Alternative Strategies and Assets) on September 11, 2019 at 3:00pm to coincide with our next meeting. Please schedule the time to attend this valuable session! Since January this year, IIROC dealers…

Liquid Alts seminar
June 26, 2019
Special Meeting on Promotional Items
11:00 am - 12:00 pm TBD

Meeting location TBD, Conference calling info remains the same, and is located on the bottom of our June 5th meeting agenda.

Special Meeting on Promotional Items
June 5, 2019
Membership Meeting
11:00 am - 1:00 pm 2 Queen St. East, Main Boardroom

Thank you to CI Investments for hosting this meeting at their offices: 2 Queen St. East, Main Boardroom.

Membership Meeting
April 23, 2019
8th Annual Conference
8:00 am - 6:00 pm The Carlu

Details on this year’s conference can be found here: 8th Annual Conference

8th Annual Conference
March 27, 2019
Membership meeting
11:00 am - 1:00 pm 500 University Avenue, Suite 700

Room update: 522 University Avenue, 2nd Floor, Sparling Room. Thank you to IA Clarington for hosting this meeting.

Membership meeting
November 30, 2018
Annual General Meeting
11:00 am - 1:00 pm BMO Global Asset Management, 68th Floor, Walker Room, First Canadian Place

Please RSVP by sending a quick note to sandra@kegieconsulting.com or clicking on the RSVP button included in the meeting materials sent via email on November 16 and 23, Thank you.

Annual General Meeting
November 29, 2018
Annual Members Dinner
6:00 pm - 9:00 pm

The Federation’s Annual Dinner is scheduled for November 29th at Jump. Invitations were sent on the 19th. If we missed your email address for the invitation, please see this link: https://www.eventbrite.ca/e/federation-annual-dinner-tickets-51525561341 Unfortunately we’ve had some difficulty with PayPal not being able to process corporate cards and we apologize for the inconvenience…

Annual Members Dinner
October 24, 2018
Membership meeting
11:00 am - 1:00 pm

Our next membership meeting is on October 24th at 11am. Location is the office of Bridgehouse Asset Managers, 33 Yonge Street, Toronto.

Membership meeting
English EN French FR