Become a member

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Assets Under Management

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Advisors

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CANADIANS

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 represent dealer firms with over $125b of assets under administration and over 24k licensed advisors that provide financial services to over 3.8m 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 fund 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 continues to develop as a tool for communication as well as an invaluable source of information including a members-only access area.

How to join

Choose the application form that applies to your organization. Fill it in online, or send the PDF to us. The fee for your organization is indicated on the application.

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Go to the online payments page (Click 'Read More', below) to submit payment for the amount indicated on the application form via PayPal. Other methods of payment are welcome. We will send you an invoice or receipt as necessary. Any number of people from your organization are welcome to call in to the conference line or come to meetings in person.

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You will receive our weekly industry newsletter, invitations and materials for our meetings, AGM, and annual member dinner. We appreciate your support and welcome your participation!

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“There is value in numbers when it comes to lobbying for what we see as beneficial to all concerned which includes clients, advisors, and dealers.”