Industry Directory

The Financial Advisors Association of Canada (Advocis) is a professional organization representing professional insurance and financial advisors.

Canadian Association of Pre-retirement Planners (CAPP) is a non-profit organization dedicated to a holistic approach - financial and lifestyle - to pre-and post-retirement planning.

Conference for Advanced Life Underwriting (CALU) was formed to provide services to members of the Canadian Association of Insurance and Financial Advisors (CAIFA) who specialize in the area of advanced life underwriting. Its members provide personal financial, business succession, estate planning and employee benefits services to their clients.

Independent Financial Brokers of Canada (IFBC) is an association representing licensed professional financial brokers that provides a forum for its members to develop opinions, recommendations and programs.

The Institute of Advanced Financial Planners awards the Registered Financial Planner (R.F.P./P.F.C.) designation to those qualified by exam and example, particularly in the preparation of comprehensive financial plans.

The Financial Advisors Association of Canada (Advocis) is a professional organization representing professional insurance and financial advisors.

Certified General Accountants Association of Canada is a national self-regulating association of 60,000 CGAs and students.

CMA Canada represents 31,000 Certified Management Accountants and 10,000 CMA candidates and students in Canada.

Credit Union Institute of Canada (CUIC) is the national educational association for the Canadian Credit Union system - a system of more than 850 credit unions whose combined assets exceed $48 billion.

Canadian Institute of Chartered Accountants (CICA) represents a membership of over 66,000 professional accountants and 8,500 students in Canada and Bermuda.

The CIFPs is an association of Canadian CFP® licensees.

The Association of Canadian Pension Management (ACPM) represents the collective voice of Canada's pension industry.

The Canadian Bankers Association (CBA) is a professional industry association that provides its members - the chartered banks of Canada - with information, research, advocacy and operational support services. Established in 1891, the CBA is the main representative body for banks in Canada and today represents over 40 domestic and foreign-chartered banks in Canada.

Canadian Life and Health Insurance Association Inc.

The purpose of the Canadian Association of Gift Planners is to support Philanthropy by fostering the development and growth of gift planning.

The Investment Industry Association of Canada (IIAC), formerly the industry association arm of the Investment Dealers Association of Canada (IDA) has re-claimed the original role of the IDA.

The Mutual Fund Dealers Association of Canada (MFDA) is a not-for-profit federal corporation incorporated in June of 1998.

Investment Dealers Association of Canada (IDA) is the national self-regulatory organization for the Canadian securities industry representing more than 200 member firms across the country.

The Office of the Superintendent of Financial Institutions (OSFI) is the primary regulator of federally chartered financial institutions and federally administered pension plans.

The Standards Council of Canada (SCC) is the Federal Crown Corporation that promotes efficient and effective standardization.

The Canadian Institute of Financial Planning offers the FPSC- accredited Certified Financial Planner (TM) Program that if successfully completed, qualifies individuals to write the Certified Financial

The Institute of Canadian Bankers is the Canadian Bankers Association's educational institution providing courses for individuals working in finanicial services.

The Insurance Institute Canada is the professional education arm of the general insurance industry in Canada.

The Toronto International Leadership Centre for Financial Sector Supervision (the Toronto Centre) is an international institution that focuses exclusively on helping supervisors build and hone leadership skills by sharing the real-world experience of current and former supervisory agency executives and other senior government officials in the banking, insurance and securities fields.

North American Securities Administrators Association (NASAA) is the oldest international organization devoted to investor protection.