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The Voice of Canada’s Investment Funds Industry

Advisor Centre

Advisor Centre

IFIC recognizes the vital role that financial advisors and planners play in helping Canadians build the savings they need to achieve their life goals and dreams. The value of advice is well documented through research and validated through the high number of Canadians who depend on advisors to help them make good investment choices. Canadian investor confidence in advisors is high, and advisors work hard to maintain their clients’ trust.

Today’s advisor works in an environment of rapid change, with the introduction of Fund Facts and CRM I and 2 , expanded digital resources, a growing range of investment products, demographic groups with vastly different expectations and needs, and ongoing regulatory change.

IFIC’s Advisor Centre offers tools and insights to help advisors talk to their clients, as well as information on regulatory topics of particular interest to dealers and advisors.  If you don’t find the topic you are looking for here, use our search engine to locate it on another part of the website.

Most of our advisor materials are available publicly but a few are member-only.  So if you are registered with an IFIC member firm, be sure to apply for a user account to access member materials. Sign up for our weekly newsletter to receive notices of new materials as they are posted.

Featured Documents

Text: Safeguarding Access to Financial Advice for Canada's Middle Class (June 15, 2017)
(June 15, 2017)

IFIC Submission – CSA Consultation Paper 81-408 – Consultation on the Option of Banning Embedded Commissions (June 9, 2017)

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(June 9, 2017)

Media Backgrounder: Financial Advice – Who Needs It and Why.
(June 6, 2017)

Advisor Insights - Advice Creates Strong Value for Canadians

This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.

(May 23, 2017)

Media Backgrounder: CRM2 Myths and Facts – 2017 Edition
(January 31, 2017)

Your Guide to Investment Funds – Winter 2017

Understand your investments and secure your future.

(January 30, 2017)

IFIC Submission – MFDA – Misleading Business Titles (Rule 1.2.5) (January 25, 2017)
(January 26, 2017)

IFIC CEO Responds to Release of CSA Consultation Paper on Embedded Commissions
(January 10, 2017)

CSA/SRO Compensation Surveys Fail to Justify Ban on Embedded Fees
(January 5, 2017)

"It's your money. Find out more." – A Toolkit for Dealers and Advisors

The Investment Funds Institute of Canada has created this toolkit to help advisors engage with clients about the new information investors will receive about the performance of their investments and the fees they paid to their dealer under the initiative known as “CRM2”. The materials in this toolkit were created to encourage investors to open their statements and read the new information.

(December 15, 2016)

Advisor Insights: Answering Your Clients’ Questions about Services and Fees

This is part of a special three-part series of Advisor Insights. The series focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients and Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments.

(November 21, 2016)

Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients

This is part of a special three-part series of Advisor Insights that focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments and Advisor Insights: Answering Your Clients’ Questions about Services and Fees.

(November 21, 2016)

Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments

This is part of a special three-part series of Advisor Insights. The series focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients and Advisor Insights: Answering Your Clients’ Questions about Services and Fees.

(November 21, 2016)

IFIC presents Claude Montmarquette: The Gamma Factor and the Value of Financial Advice
(October 25, 2016)

International Panel
(September 29, 2016)

IFIC Calls for Measured Practical Approach to Regulatory Reforms
(September 20, 2016)

IFIC Submission — CSA — CSA Consultation Paper 33-404 — Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives toward Their Clients (September 20, 2016)
(September 20, 2016)

IFIC Executive Summary — IFIC Response to CSA Consultation Paper 33-404: Proposals to Enhance the Obligations of Advisers, Dealers, and Representatives Toward their Clients
(September 20, 2016)

Mutual Fund Investors Recognize the Value of Financial Advice
(September 15, 2016)

Infographic: Value for Your Mutual Fund Fees

This infographic highlights the services that retail investors receive for the fees that they pay through their purchase of mutual funds.

(July 14, 2016)