Sam Webster Featured in Interview with the Federation of Independent Dealers

Sam Webster, CEO and President of PortfolioAid, recently spoke with the Federation of Independent Dealers about PortfolioAid’s role in supporting Canadian investment dealers through efficient and adaptable compliance solutions. During the interview, Sam discussed PortfolioAid’s mission to enhance integrity and streamline compliance management for dealers and advisors. He highlighted the company’s focus on addressing evolving regulatory challenges, including Client Focused Reforms and changes within self-regulatory organizations.

Sam also emphasized the importance of collaboration within the industry. PortfolioAid actively engages in forums like the Federation, helping to identify common issues and foster solutions that support the broader compliance community. Originally aimed at compliance staff, PortfolioAid’s solutions now empower advisors as well, providing essential tools to manage KYC, KYP, and suitability responsibilities.

Sam underscored that strong relationships are at the heart of PortfolioAid’s approach, driving positive change by encouraging open dialogue and offering clients spaces to connect and share insights.

Read the full interview here.