Independent Financial Brokers is a national association representing licensed independent #insurance, #investment, and #finserv professionals across Canada.
Canada
Joined June 2014
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Missed our 2023 Spring Summits? Our Virtual Summit is now available on-demand at CE Central!
Hurry, this opportunity won't last forever - visit bit.ly/3JJuFyi to register and level up your expertise!
#ContinuingEducation #FinancialServices
Today is National #InsuranceAwarenessDay, a day to remind Canadians to review policies and stay protected. As trusted insurance professionals, you play a vital role in providing peace of mind.
Reach out to your clients and let them know you're here for them. #NIAD23
IFB Canada retweeted
Financial advisors got plenty of tips to improve their practices by leveraging compliance, courtesy of the @IFBcanada spring summit in Toronto this week. buff.ly/3MZzMwu
Thank you @advisorca for the great article on an important topic discussed at the #IFBToronto Spring Summit.
Financial advisors got plenty of tips to improve their practices by leveraging compliance, courtesy of the @IFBcanada spring summit in Toronto this week. buff.ly/43sgJQB
Having an emergency plan in place is crucial for protecting clients' interests and your practice.
Check out what our Executive Director, Nancy Allan, has to say in this article, and how our platform, Coming Up Next, is helping get the job done.
#businesscontinuity
Why every #advisor and practice needs an emergency plan. “It’s not just to protect the value of your life’s #work and staff, but we have this obligation to #clients,” says @r011i3 @LilandInsurance @KiwiV reports. theglobeandmail.com/investin… @IFBcanada @Simplifywealth
Stay up-to-date on the latest financial services industry issues. This month's update covers important regulatory changes and proposals affecting securities registrants, life insurance licensees, and financial planners/advisors.
Learn more: bit.ly/3IZOe5E
Join IFB at one of our upcoming 2023 Spring Summits. Enhance your skills, connect with industry experts, and stay up-to-date with the latest trends and developments in the financial industry! 💡
Visit bit.ly/3HZKfFr for more information!
ICYMI: Our 2022 Fall Summit is now available on-demand!
You can now catch all 11 sessions from our Virtual Summit at any time that suits your schedule. This course bundle is filled with valuable topics suited to your business needs,
Get started: bit.ly/3D4Ysy5
The 2022 Year-End Regulatory Update is now available! Head to bit.ly/3CIJf5y to stay informed on the latest industry regulations.
Not yet a member? Join the IFB Community today.
#finacnialadvisor #finanacialplanning #financialservices #insurance #securties
Don't miss the opportunity to get expert advice on your most thorny tax questions.
IFB Board Chair & President, @sheldonstier, will be joined by two tax professionals to provide in-depth insights into innovative tax solutions.
Get registered: bit.ly/3GmNHIn
Wishing everyone a joyful holiday season and prosperous new year! Our office will be closed from Dec. 27 – Jan. 2. All our online service will still be available, so you can join, renew your membership, or access courses on CE Central at any time! bit.ly/3PJ5hdD
Good to be back at the #IFBAlberta Fall Summit! Grab a lanyard and delegates guide and get ready for a great day of education!
IFB Canada retweeted
Tips to begin a couple of tough conversations — specifically, on the topics of care needs as clients age and living benefits — were presented in Toronto on Tuesday at the annual fall summit of the @IFBcanada. buff.ly/3huV5bY
Happening now: Jean-Pierre Laporte, CEO of @IntegrisMgt, speaking about the power of pension laws at #IFBToronto
Deep Bajwa from @BestDoctorsBDI shares insights on navigating the changes to health care in Canada. #IFBToronto
Welcome back to day 2 of the #IFBToronto Fall Summit! Kicking off the day with recent trends in E&O Claims from @AXIS_Capital’s Grace Leung.
Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! @FindBoBLtd
IFB Canada retweeted
CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at @IFBcanada
An important discussion between @ChartwellRR’s Amanda Richards, and President of the IFB Board, @sheldonstier on the role of advisors when it comes to senior care for their clients. #IFBToronto #FiresideChat
