Recent Highlights

• IIAC Excellence in Leadership Awards
  IIAC Excellence in Leadership Awards

  September 2, 2022 by Public Affairs

  Join us on October 27 to celebrate the 2022 honorees. Purchase tickets here.

  IIAC Inclusive Leadership Award – Charles Martel, Managing Director and Region Head, Quebec Region, CIBC Private Wealth and CIBC Wood Gundy

  IIAC Innovation Leadership Award – Robert Girard, Vice-President, Marketing and Business Development, National Bank Direct Brokerage

  IIAC Top Under 40 Award Nominees

  Investment Industry Hall of Fame Inductees –

  Robert (Bob) Bertram, Former Chief Investment Officer, Ontario Teachers’ Pension Plan

  Tom Bradley, Chair and Co-Founder, Steadyhand Investment Funds; Former President and CEO, PH&N

  Kim Shannon, Founder and Co-Chief Investment Officer, … Continue reading →

• IIAC provides analysis on total cost reportng for investment funds and segregated funds to the CSA and CCIR
  IIAC provides analysis on total cost reportng for investment funds and segregated funds to the CSA and CCIR

  July 27, 2022 by Public Affairs

  The IIAC supports the objectives of meaningful cost disclosure for investors but does not believe that objective can be achieved through these initial proposals which may cause investor harm. The IIAC’s comments represent views from investment fund managers, investment dealers and insurance intermediaries. The investment dealer community which would be responsible for the majority of systems builds to produce the investor disclosures, has not been previously consulted by the CSA on the potential impact to their clients and their operations. Read our full letter, available here.

• IIAC VOICES SUPPORT FOR A FRESH SRO
  

  IIAC VOICES SUPPORT FOR A FRESH SRO

  June 29, 2022 by Public Affairs

   

  The IIAC encourages and supports CSA efforts to achieve a harmonious transition to a fresh SRO. The fresh SRO should be connected to evolving investor needs with minimal bureaucracy and disruption to the capital markets. A summary of our recommendations is found here. Our full submission is found here.