Ian Russell on SAID

Under the leadership of Ian Russell, IIAC President and CEO, the IIAC has made it a priority to raise awareness of, and shape the discussion around, the different or enhanced challenges specific to Canada’s Small and Independent Dealers (SAID).

The following materials demonstrate the IIAC’s efforts to shape the discussion around issues facing not only SAIDs, but small and mid-sized businesses, as well:

Letters from the President:

V120 – Transforming Practices in the Wealth Business: A preliminary assessment of the June 2018 CSA reforms to the client-advisor relationship (mid-July 2018) [PDF]

V116 – A Year in Review: 2017 – Positioning for Sweeping Change in Challenging Markets (March 2018) [PDF]

V110 – The Investment Industry at Mid-Year (September 2017) [PDF]

V101 – Ongoing changes to improve productivity and cut operating costs at independent firms: Will they attract capital to the wealth business? (November 2016) [PDF]

V97 – Continued Weak Performance in the Independent Firm Sector and the Rising Consumer Cost of the Wealth Management Business (July 2016) [PDF]

V94 – Keeping Track of Change: Evolving Trends in the Wealth Management Business (April 2016) [PDF]

V93 – Poor markets and an escalating regulatory burden battered boutique earnings in 2015, but signs point to a more optimistic outlook (March 2016) [PDF]

V91 – Pulling out the stops to rescue the TSX Venture Exchange: a recipe for strengthening small business access to equity capital and promoting growth and jobs (January 2016) [PDF]

Speeches:

Ian Russell Speech at the Empire Club of Canada’s Annual Investment Outlook Luncheon – January 5, 2017 [PDF]

Ian Russell Speech at the Empire Club of Canada’s Annual Investment Outlook Luncheon – January 5, 2016 [PDF]