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Frequently Asked Questions
Where we began.
In 1985, a group of financial advisors banded together around the principle that freedom to choose is vital for Canadian consumers. This founding belief remains at the core of everything Independent Financial Brokers does today. As your voice, we seek to foster co-operative relationships with the public, governments, and all other organizations associated with the delivery of financial advice and products.
Who we are.
IFB is a federally-incorporated, not-for-profit trade association that represents licensed financial brokers from Canada. We are a unified group of financial services professionals who adhere to a Code of Ethics and Statement of Principles that put consumers first. Our members do not work exclusively for one firm, and are able to sell the products and services of two or more companies.
What we do.
IFB speaks on behalf of independent brokers on issues affecting how they conduct business and serve their clients. We maintain an active dialogue with government authorities and industry regulators. We provide our members with regulatory support, continuing education opportunities, workshops, and products and services that allow them to run compliant and productive practices.
We host education events and summits for financial advisors, IFB members and non-members alike. It's where you can earn continuing education credits, stay up-to-date on the latest developments in the financial industry, hear from leaders in the field, and meet other advisors like you. Come out to the IFB Education Event or Summit nearest you. IFB members enjoy reduced rates!
Central Saskatchewan Advisor Education Event
TCU Place, Saskatoon | September 23, 2014
Northeastern Ontario Advisor Education Event
Centurion Conference Centre, Ottawa | September 30, 2014
Toronto Fall Summit
The Toronto Congress Centre | November 4 - 5, 2014
Alberta Fall Summit
Coast Plaza Hotel & Conference Centre, Calgary | November 18, 2014
BC Fall Summit
Marriott Vancouver Pinnacle Downtown | November 21, 2014
Events page >>>
The latest information from IFB for both advisors and consumers who care about the state of the financial services industry in Canada. We also post position papers to comment on developments in industry and policy changes, and articles aimed at ensuring our members stay current when it comes to regulations in their fields.
Canadian securities regulators announce research into mutual fund fees
Sep 19, 2014
MFDA publishes sample investor questionnaire to assist with KYC process
Sep 19, 2014
Telephone numbers registered on Canada's Do Not Call List now permanent
Aug 11, 2014
IFB comments on a National Strategy for Seniors' FInancial Literacy
Jul 22, 2014
IFB welcomes news of financial literacy initiatives
Apr 16, 2014
More news >>>
This is where to begin if you’re thinking of becoming an independent financial broker. We outline all the steps you need to take to become independent. We answer some common questions about licensing, E&O coverage, compliance and other topics.
There’s an IFB professional in your area right now, who can work with you to craft financial strategies tailored for you. Find a local broker to meet with you by searching our listing of IFB members from across Canada.
Get better acquainted with the foundations of investing, and learn what to look out for when working with a financial advisor. We also have information to strengthen your financial literacy when it comes to retirement, life insurance, and investing.
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Code of Ethics & Statement of Principles