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Together we will make a positive difference in our industry.

The Federation of Mutual Fund Dealers (the “Federation”) has been, since 1996, Canada’s only dedicated voice of mutual fund dealers.  We currently represent dealer firms with over $124 billion of assets under administration and 18 thousand licensed advisors that provide financial services to over 3.8 million Canadians and their families.

Our Vision is to be the representative voice of mutual fund distribution in Canada.
Our Mission is to ensure the viability and prosperity of this channel of distribution; and
Our Purpose is to

  • Provide the forum for all stakeholders
  • Be the advocate for our members, and
  • Work with members to provide support through education, awareness and best practices.

Federations's 6th Annual Conference April 25th 2017 at The Carlu was a great success and planning is already underway for next year.

News

FMFD Funds Coupon

The 3rd Annual Canadian Funds Summit is your opportunity to gain fresh insight from the top minds in North American funds on navigating your firm through an uncertain environment to growth, success and profitability.  Acquire transformative product, pricing, distribution, sales, and marketing strategies to put you at the industry forefront.  Gain perspective on topics of critical importance to your firm's future:

Fight Fee Compression: Reduce margin stress and maximize your profit Regulatory Environment: Understand the business implications at impact Millennial Motivations: Resonate with a new wave of investors
ETFs: Enhance your products
Big Data & Analytics: Utilize large data sets for client retention and growth

Overcome margin squeeze, gain market share, and build AUM!

Click to register https://goo.gl/P3HGfG  and network with these thought leaders at the conference with an exclusive Federation discount by using VIP Code: FMFD20

For more information please visit: https://goo.gl/hOv5LG

 

Need Legal Advice on Seniors Issues at a reasonable rate?

The Federation has an agreement between Ellen Bessner and Cynthia Spry, Partners at Babin Bessner Spry to provide Federation Members with access to their advice in respect of urgent seniors issues at a favorable 'Members' rate. They are calling it Bessner/Spry 911.

Feel free to connect with them (ebessner@babinbessnerspry.com or 647 725 2606 / cspry@babinbessnerspry.com or (416) 637-3295) to access a tremendous amount of valuable experience in this field of practice.

 

The Smarten Up Institute is pleased to announce an exclusive Federation Members discount on all ETF courses leading to the "Specialist in ETFs" Certificate designation.

Smarten Up Institute provides a stellar Canadian program which will give a complete background and understanding of all ETF products, trading and compliance strategies. To learn more about this offer or to enroll in one of the many courses offered, login to the member's area and click on "resources".

 

Looking for a first rate auditor who’s up on IFRS and reasonably priced?

A Federation Member has recommended Earl Weiner at Yale & Partners
eweiner@yaleandpartners.ca    416-485-6000   http://www.yaleandpartners.ca/

 

Seneca College
The Federation has donated a Scholarship Award to the Seneca College of Applied Arts & Technology's Bachelor of Commerce-Financial Services Management Program for five years (2014-2018).  Recommendations for the award are made by faculty members and the Federation is notified annually of the winner.