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.
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…
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…
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.
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.
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 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…
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…
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
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
