The Federation of Mutual Fund Dealers Monday announced its board of directors for 2015.
The board will be working through key priorities for the coming year and policy figures highly, the Federation says.
The board members are:
- John Adams, PFSL Investments Canada Ltd.;
- Patti Best, Mackenzie Investments;
- David Chapman, FundEX Investments Inc.;
- Nelson Cheng, Sterling Mutuals Inc.;
- Sonny Goldstein, Goldstein Financial Investments Inc.;
- Chuck Grace, Fusion Consulting;
- Susan Monk, PEAK Financial Group;
- Betty Jo Royce (Treasurer), Keybase Financial Group Inc.; and
- Vince Valenti, consultant.
The Federation, the only dedicated voice of mutual fund dealers, is an association of Canadian mutual fund dealers and affiliates whose members — since 1996 — have been working to be the voice of Canada’s mutual fund dealers.
It currently represent dealer firms and affiliates with over $120 billion of assets under administration and more than 17,000 licensed advisors that provide financial services to over four million Canadians and their families.