Subject Matter Experts

Subject Matter Experts

If you are looking for commentary, IIAC senior staff have demonstrated areas of expertise across a broad range of investment industry related subject matters.

Media inquiries
Michael Gotzamanis
Senior Manager, Communications
mgotzamanis@iiac.ca
416.687.5475

Anti Money Laundering

Michelle Alexander

Anti-Span Legislation

Susan Copland

Atlantic Canada (Regional)

Michelle Alexander

Canadian Taxation (including GST / HST)

Jack Rando

Capital Markets (Debt / Equity / Derivatives)

Jack Rando
Annie Sinigagliese

Client Relationship Model (CRM)

Michelle Alexander
Adrian Walrath

Compliance

Michelle Alexander
Susan Copland
Adrian Walrath

Cross-Border

Michelle Alexander

Cybersecurity

Susan Copland

Equity Trading

Susan Copland

Exchange Traded Funds

Adrian Walrath

FATCA/OECD Common Reporting Standard

Andrea Taylor

Fiduciary Duty/Best Interest Standard

Michelle Alexander
Adrian Walrath

Fixed Income Central Counterparty and Netting Utility

Jack Rando

Government Relations / Budget

Ian Russell
Andrea Taylor
Annie Sinigagliese

Institutional Boutiques

Susan Copland

Insurance

Adrian Walrath

International Developments and Issues

Ian Russell
Michelle Alexander

Multiple Marketplaces

Susan Copland

Point of Sale

Michelle Alexander
Adrian Walrath

Proxy Voting and Shareholder Communications

Adrian Walrath

Quebec (Regional)

Ian Russell
Annie Sinigagliese

Retail Business

Michelle Alexander
Adrian Walrath

Retirement Savings / Pension Reform

Andrea Taylor

Single Regulator

Ian Russell
Michelle Alexander

Small Dealers / Introducers

Susan Copland

U.S Taxation / Qualified Intermediaries (including FATCA)

Andrea Taylor

Venture Market

Susan Copland

Western Canada (Regional)

Susan Copland