We participate actively in the industry to anticipate its direction, drive forward-thinking change, and represent our clients’ interests. We are members of the following:

Canadian Life Insurance Standards (CLIEDIS)

CLIEDIS is a not-for-profit association that supports the Canadian life and health insurance industry through the advancement of electronic data exchange, helping members achieve greater efficiencies in their operations and protecting compliance obligations. CLIEDIS's mission is focused on the creation of "usable data" through the development and implementation of common insurance data standards and conventions for the capture and exchange of information electronically.

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FundSERV

FundSERV is a business-to-business electronic network with world-class transactions processing applications, servicing the Canadian investment industry.

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The Federation of Mutual Fund Dealers Canada

The Federation of Mutual Fund Dealers is an association of Canadian mutual fund dealers and affiliates whose members, since 1996, have been working to be the voice of independent mutual fund dealers. They currently represent dealer firms with over $114 billion of assets under administration and more than 17 thousand licensed advisors that provide financial services to over 3.5 million Canadians and their families.

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Canadian Association of Independent Life Brokerage Agencies (CAILBA)

The Canadian Association of Independent Life Brokerage Agencies is the single voice for the managing general agencies (MGA) across Canada. They are a national industry association that work alongside their members to stay abreast of change and effectively implement compliance and regulatory updates. The Canadian Association of Independent Life Brokerage Agencies (CAILBA) work alongside their carrier members in order to identify their expectations which require change in structure and focus within MGA operations.

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Association of Canadian Compliance Professionals (ACCP)

Founded in 2000, the Association of Canadian Compliance Professionals (“ACCP”) is an organization representing individuals who have chosen compliance as their career and who are dedicated to improving compliance operations within the mutual fund dealer community.

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Investment Funds Institute of Canada (IFIC)

IFIC is the voice of Canada’s investment funds industry, including fund managers, distributors and industry service organizations. IFIC proactively influences and advances industry issues within the regulatory framework, members’ efficiencies, knowledge and proficiency. IFIC provides a consistently high level of service to enable dealer and manager members to work together in a cooperative forum to enhance the integrity and growth of the industry and strengthen investor confidence.

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