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May 2021
Working Group: CSA CFR IC
10:00 am - 11:00 am Virtual

Working group meeting to discuss CFR implementation.

Working Group: CSA CFR IC
June 2021
Membership Meeting
11:00 am - 1:00 pm Virtual

Due to the ongoing risks associated with COVID-19, the Federation will continue to host meetings online. Details will be included on the forthcoming agenda.

Membership Meeting
July 2021
Working Group: CSA CFR IC
10:00 am - 11:00 am Virtual

Working group meeting to discuss CFR implementation.

Working Group: CSA CFR IC
September 2021
Membership Meeting
11:00 am - 1:00 pm Virtual

Due to the ongoing risks associated with COVID-19, the Federation will continue to host meetings online. Details will be included on the forthcoming agenda.

Membership Meeting
October 2021
Membership Meeting
11:00 am - 1:00 pm Virtual

Due to the ongoing risks associated with COVID-19, the Federation will continue to host meetings online. Details will be included on the forthcoming agenda.

Membership Meeting
April 2021
10th Annual Federation Education Day
8:30 am - 3:30 pm Virtual

Welcome to the Federation’s 10th Annual (Virtual) Conference and Education Day.

10th Annual Federation Education Day
April 2021
Working Group: CSA CFR IC
10:00 am - 11:00 am Virtual

Working group meeting to discuss CFR implementation.

Working Group: CSA CFR IC
April 2021
Investment Industry SRO Forum Submission Webinar
11:00 am - 12:00 pm Virtual

The Investment Funds Institute of Canada, the Investment Industry Association of Canada and the Federation of Mutual Fund Dealers established the Investment Industry SRO Forum in January of this year…

Investment Industry SRO Forum Submission Webinar
March 2021
Membership Meeting
11:00 am - 1:00 pm Virtual

Due to the ongoing risks associated with COVID-19, the Federation will continue to host meetings online. Details are located on the agenda, which will be distributed on March 17.

Membership Meeting
March 2021
Working Group: Distribution Agreement Harmonization
11:00 am - 12:00 pm Virtual

This is a working group meeting to discuss the potential of streamlining Distribution Agreements. If you would like to participate, let us know.  

Working Group: Distribution Agreement Harmonization
February 2021
Working Group: Distribution Agreement Harmonization
10:00 am - 11:00 am Virtual

This is a working group meeting to discuss the potential of streamlining Distribution Agreements. If you would like to participate, let us know.  

Working Group: Distribution Agreement Harmonization
February 2021
Working Group: CSA CFR IC
10:00 am - 11:00 am Virtual

Working group meeting to discuss CFR implementation.

Working Group: CSA CFR IC
January 2021
CSA CFR IC Working Group
10:00 am - 11:00 am Virtual

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

CSA CFR IC Working Group
January 2021
Working Group: CSA CFR IC
10:00 am - 11:00 am Virtual

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

Working Group: CSA CFR IC
December 2020
Annual General Meeting
11:00 am - 1:00 pm Virtual
Annual General Meeting
November 2020
CSA CFR IC Working Group
10:00 am - 11:00 am Virtual

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

CSA CFR IC Working Group
October 2020
CSA CFR IC Working Group
10:00 am - 11:00 am Virtual

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

CSA CFR IC Working Group
October 2020
Membership Meeting
11:00 am - 1:00 pm Virtual
Membership Meeting
September 2020
CSA CFR IC Working Group
10:00 am - 11:00 am Virtual

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

CSA CFR IC Working Group
September 2020
Membership Meeting
11:00 am - 1:00 pm Virtual

Virtual

Membership Meeting
July 2020
CSA CFR Implementation Committee Working Group Meeting
10:00 am - 11:00 am Virtual

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

CSA CFR Implementation Committee Working Group Meeting
June 2020
Membership Meeting (Virtual)
11:00 am - 1:00 pm Virtual / Online
Membership Meeting (Virtual)
May 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 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…

Pan Association Meeting
April 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 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…

Membership Meeting
November 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 2019
Annual Members Dinner
6:00 pm - 9:00 pm Jump Restaurant, 18 Wellington St. W. Toronto, ON M5L 1G4
Annual Members Dinner
October 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 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 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…

Liquid Alts seminar
June 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 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 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 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 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 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…

Annual Members Dinner
October 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
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