Two industry associations have announced that the composition of their boards of directors for 2014.
The Federation of Mutual Fund Dealers (FMFD) currently represents dealer firms and affiliates with over $113 billion of assets under administration and more than 17 thousand licensed advisors that provide financial services to over 3.5 million Canadians and their families.
The FMFD’s 2014 board of directors includes:
> Andrew Dalglish, IA Clarington Investments;
> Vince Valenti, Independent Planning Group Inc.;
> Nelson Cheng, Sterling Mutuals Inc.;
> Betty Jo Royce, Queensbury Strategies Inc.;
> John Adams, PFSL Investments Canada Ltd.;
> Chuck Grace, Fusion Consulting;
> Susan Monk, PEAK Financial Group;
> Sonny Goldstein, Goldstein Financial Investments Inc.; and
> David Chapman, FundEX Investments.
The Association of Canadian Compliance Professionals (ACCP) has 90+ members across Canada working with mutual fund dealers, exempt market dealers, mutual fund companies, insurance companies and MGAs, as well as industry service providers including legal, technology and independent consultants.
The ACCP’s 2014 board of directors includes:
Manuel DaSilva, Canfin Financial Group, Chairman;
Gary Legault, Legault Compliance Consulting, Vice chairman;
Cheryl Hamilton, HUB Financial Inc., Treasurer;
Kenneth Parker, Portfolio Strategies Corporation, Director;
Brian Cheung, Desjardins Financial Security Investments Inc., Director;
Lorraine Bate Boerop, Monarch Wealth, Director; and
Linda Anderson, PFSL Investments Canada Ltd., Director.