News

Reimagining Recovery

Reimagining Recovery

The Federation thanks the Toronto Board of Trade for the invitation to participate in their new project in conjunction with the City of Toronto: Reimagining Recovery. We look forward to providing insights from our membership.

7 Tips for Virtual Meeting Etiquette

7 Tips for Virtual Meeting Etiquette

To help keep meetings productive and professional, everyone should follow these seven simple virtual meeting etiquette rules and tips. 1. Leave the keyboard alone Whether you’re diligently taking notes like a model employee or sneakily chatting with your work bestie, the sound of your typing is distracting. It’s not only…

Pan Association

Pan Association

On May 7 the Federation held the 9th Annual Pan Association meeting. We would like to thank all attendees for their participation and making our virtual event this year a success. The Pan Association comes together once a year, and is an invaluable opportunity for our industry associations to discuss…

CSA Delays CFR Conflicts of Interest Provisions

CSA Delays CFR Conflicts of Interest Provisions

Today the CSA announced a relief order that provides registrants with an additional six months to comply with the conflicts of interest provisions in the Client Focused Reforms. Registrants will now have until June 30, 2021 to implement these changes.

COVID-19 Resources

COVID-19 Resources

On March 11th 2020 the World Health Organization classified the COVID-19 global outbreak as a pandemic. The Federation takes this very seriously and we want to ensure the health and safety of members, their staff, advisors, and clients while we remain open as essential businesses.

Toronto Financial Services Economic Advisory Panel

Toronto Financial Services Economic Advisory Panel

The Federation thanks the City of Toronto for hearing from us on the COVID-19 impacts that our members and affiliates are facing. The City of Toronto, through Toronto Finance International, is hosting an ongoing panel discussion of industry associations.

Federation in the news

Federation in the news

Federation members Mark Kent, president and CEO at Portfolio Strategies Corp., Rick Annaert, head of advisory services at Manulife Financial Corp. and president and chief executive officer at Manulife Securities Inc. and Reggie Alvares, executive vice president at Investment Planning Counsel Inc. were quoted along with Matthew Latimer…

Conference cancelled

Conference cancelled

With the ongoing global outbreak of COVID-19, we undertook a review of the risks and benefits of going ahead with our annual conference. After careful deliberation, our board has decided that even with preventative preparations in place, the best course of action for all participants is to cancel our 2020…

Conference news

Conference news

We are delighted to announce that the Honourable Rod Phillips, Ontario Minister of Finance will be speaking at our 9th Annual Conference Aiming at Value, on April 21st! More details on the agenda, attending, and sponsorship are available here: www.FederationConference.ca

Conference Registration is NOW OPEN!

Conference Registration is NOW OPEN!

Registration is OPEN NOW for the Federation’s 9th Annual Conference! Early-Bird pricing until March 31st! Visit our conference website to reserve your spot: federationconference.ca

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