Event cancelled

Hello all,

Thank you for your support of our conference. After close monitoring of the ongoing risks of COVID-19 we began to question if any amount of preparation would be enough to keep everyone safe, and whether going ahead with the event was in the best interest of all parties. After careful deliberation, our board has decided that the best course of action is to cancel our 2020 conference, and focus on 2021.

We apologize for the inconvenience this may cause you. If you have already sent in payment, funds will be returned to you shortly. 

Again, on behalf of our board and membership, we sincerely appreciate the support of everyone involved; Sponsors, Speakers, Delegates, Suppliers, and Volunteers. We look forward to working towards a successful conference next year.

Matthew

AIMING AT VALUE

A cost-value matrix with arrow and target

The Federation of Mutual Fund Dealers’ 9th Annual Conference

The Federation of Mutual Fund Dealers (the “Federation”) is an association of Canadian mutual fund dealers and industry participants who, since 1996, has been working for its Members to strengthen and sustain the industry. We are currently celebrating our 24th year of successful collaboration with industry stakeholders for the benefit of the investment industry as a whole.

This is the 9th Annual Conference held by the Federation, successfully leading the way on industry trends, change, and the future of our channel. This year’s theme ‘Aiming At Value’ is our effort to put forward relevant and timely information on where financial planners can focus their efforts to successfully ride through these turbulent times of fee compression, highly active regulators, and a market late in the business cycle.

The Federation represents dealer firms with over $125 billion of assets under administration and over 24 thousand licensed advisors that provide financial services to over 3.8 million Canadians. Our Affiliate Members have a keen interest in our industry’s activities and bring valuable perspective.

Our mandate is to ensure that the interests and views of mutual dealers are clearly represented in our industry, with a sharper focus on viability/sustainability issues.

Mutual fund dealers must maintain a strong and united voice as we move forward in this changing business environment. Our website www.fmfd.ca continues to develop as a tool for communication as well as an invaluable source of information for members.

DEALER PANEL

This year we are featuring a panel of leaders representing a cross section of firms on the forefront of industry changes. Addressing the topic of ‘The Future of Financial Planning’ and looking at the future of the channel, role of financial planning, and best practices and techniques for servicing clients going forward. 

Featuring;

Reggie Alvares, Executive Vice President, Investment Planning Counsel

Bill Charles, President, Global Maxfin

Robert Frances, CEO PEAK Group

Karen Woodman, President, Sunlife Financial Investment Services

Moderated by;

Sandra Kegie, Kegie Consulting