No happening events!
CSA CFR IC Working Group
This Friday the Federation is holding a working group meeting to discuss the Client Focused Reforms.
CSA CFR IC Working Group
This Friday the Federation is holding a working group meeting to discuss the Client Focused Reforms.
CSA CFR Implementation Committee Working Group Meeting
This Friday the Federation is holding a working group meeting to discuss the Client Focused Reforms.
CSA CFR Implementation Committee Working Group Meeting
This Friday the Federation is holding a working group meeting to discuss the Client Focused Reforms.
Pan Association Meeting
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…
9th Annual Conference – Cancelled
For the safety of all participants, our conference this year was cancelled due to the pandemic of SARS-COV-2 (COVID-19).
Membership Meeting
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.
Annual General Meeting
Thank you to BMO Global Asset Management for hosting this meeting at their offices: First Canadian Place, 39th Floor, Townhall Room
Membership Meeting
Thank you to Aviso Wealth for hosting this meeting at their offices: NEI Investments (Aviso Wealth), 151 Yonge Street, Suite 1200
Membership Meeting
Thank you to Fundserv for hosting this meeting at their offices: 333 Bay Street, 26th Floor in the Greg Campbell Boardroom.
Liquid Alts seminar
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…
Special Meeting on Promotional Items
Meeting location TBD, Conference calling info remains the same, and is located on the bottom of our June 5th meeting agenda.
Membership Meeting
Thank you to CI Investments for hosting this meeting at their offices: 2 Queen St. East, Main Boardroom.
8th Annual Conference
Details on this year’s conference can be found here: 8th Annual Conference
Membership meeting
Room update: 522 University Avenue, 2nd Floor, Sparling Room. Thank you to IA Clarington for hosting this meeting.
Annual General Meeting
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 Members Dinner
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…
Membership meeting
Our next membership meeting is on October 24th at 11am. Location is the office of Bridgehouse Asset Managers, 33 Yonge Street, Toronto.
