Member Benefits



IFB Education Summits and Events

Earn your annual C.E. credits at high quality educational events. As an IFB member, you will always be given the first chance to register at special Members Only early bird rates. Have a look at our upcoming summits and events on our schedule.


Other Educational Opportunities

IFB members receive discounts on mutual funds courses and courses leading to the CFP designation through the Investment Funds Institute of Canada and the Canadian Institute of Financial Planners. Find out more about the educational options available to our members.


Errors and Omissions Insurance

IFB members can apply for Errors & Omissions insurance through our group plan. It offers all the coverage you need to protect yourself and your clients at a very attractive rate. For more information on our group E&O Coverage, click here.


Bell Mobility Discounts through Baka

Take advantage of special discounts on various Bell Mobility packages, rate plans, and features offered through Baka Communications Inc. Have a look at where you can save on your mobile bill.


Special Offers from CCH Canadian Limited

IFB members received great discounts on the CCH Financial Planning library as well as on other CCH Canadian publications. CCH Canadian Limited also offers price breaks on financial planning products and services to all IFB members. That includes FP Solutions, financial planning software that features four levels of planning sophistication to meet the needs of any practice, and access oneSource, an electronic research library that's keyword-searchable and continuously updated. See all the details here.


Discounted Home and Auto Insurance

Our latest benefit program features home and auto coverage from the same great broker that you've come to know through our E&O program, Magnes. Both are underwritten by Novex Insurance Company. Learn more about the discounted home and auto insurance rates IFB members receive.


Exclusive Investment Executive Offer

IFB Members enjoy a free subscription to Investment Executive, one of Canada's foremost publications for financial professionals. To request your free subscription to Investment Executive, print this form and fax it to the number provided.

Investment Executive also offers a special rate to IFB members for their consumer magazines, Money Planner and Canadian Investment Guide. These publications work to educate consumers and reinforce the value of financial professionals. To inquire about these discounted rates, please contact Ozy Camacho at (416) 847-8531.


The Independent

Members receive our own magazine, The Independent. In it, we bring you useful articles about day-to-day business practice and keep you informed on regional and national trends. The Independent is a great way to keep in touch with your Association, and voice your feedback and opinions, which are always welcome.


Printing Services from NEBS

When our members need professional printing, they can have the work done at a 15% discount from NEBS. Call 1-800-461-7572 and quote Perfect Partner Code 19881.