Eleven Leading Mutual Fund and Insurance Companies Sign on as CAIFA Corporate Partners

OTTAWA, Sept. 28, 2002 – CAIFA’s corporate partners were officially announced today during a briefing session at CAIFA’s 2002 Annual General Meeting and National Conference being held in Ottawa until Tuesday. Eleven mutual fund and insurance companies have signed on to support CAIFA as the voluntary professional association that prepares and promotes advisors in the public interest.

CAIFA’s corporate partners are:

  • AIM Funds/Trimark Investments
  • AGF Management Inc.
  • Canada Life
  • The Co-operators
  • Empire Financial Group
  • Fidelity Investments
  • The Great-West Life Assurance Company
  • London Life
  • Mackenzie Financial
  • Manulife Financial
  • Standard Life

“We’re really pleased that these companies have recognized the benefits of being associated with an organization of professional advisors,” said Donna Muirhead, vice-president of professional development at CAIFA. “It’s a win-win relationship for everyone involved,” she added.

Partnering with CAIFA allows a company to align itself with a voluntary, professional organization that sets and maintains a rigorous code of conduct for its advisor members, in addition to education and continuing education requirements. Corporate partners also have access to customized training and coaching services for CAIFA’s CFP and CLU designation programs.

The Canadian Association of Insurance and Financial Advisors (CAIFA) is a voluntary, not-for-profit professional association whose members, gathered in 50 chapters, are represented in most major cities and towns across the country. CAIFA is a founding member of the Financial Planners Standards Council (FPSC), the body that grants the CFP designation. CAIFA members provide financial advice, and market and sell financial products to over nine million Canadians. CAIFA’s 2002 National Conference and AGM is being held
September 28 to October 1, 2002, in Ottawa.

For more information about CAIFA, please visit our Web site at www.caifa.com.