TORONTO (August 20, 2024) – We’re excited to announce our new partnership with Independent Advisor Solutions Inc., which is part of the Wellington-Altus Financial Inc. wealth management platform that has grown to over $30 billion of AUA since its inception in 2017.

Independent Advisor Solutions has selected IFDS Canada as the preferred provider for its investor record-keeping and business processing services. With nearly 50 years of industry expertise, IFDS is a trusted leader in technology and transfer agency solutions. Our proven track record of successful migrations and reliable conversion methodology highlights our commitment to excellence and innovation.

We look forward to supporting Independent Advisor Solutions in their continued growth and are dedicated to delivering exceptional service and support to their investors.

Vicky Cugliari
Senior Marketing & Communications Manager
International Financial Data Services
+1 416-506-8000
vcugliari@ifdsgroup.com