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Portfolio Management Association

PMAC

Begin your 3-month trial membership today!

22 Jan 2019 16:31


We are pleased to offer your firm a 3 month trial membership to join our growing community of 265+ portfolio managers managing over $2 trillion in assets. Become part of a respected investment industry voice and take your firm to … Continue reading

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Effective Traditional & Digital Communication Strategies with Private Clients

11 Jan 2019 16:31


Date: Tuesday, February 5, 2019 Time: 3:00 – 4:30 PM ET; Networking reception to follow Location: Toronto offices of Borden Ladner Gervais (BLG), East Tower, Bay Adelaide Centre, 22 Adelaide Street West, Suite 3400 Cost: Complimentary event to PMAC Members only. … Continue reading

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PMAC submission on CSA Notice and Request for Comment: Proposed Amendments to NI 81-105 – Mutual Fund Sales Practices and Related Consequential Amendments

13 Dec 2018 17:26


Overview and background The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on the Canadian Securities Administrators’ (CSA) notice and request for comment on proposed amendments … Continue reading

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Vancouver CEO Dinner

6 Dec 2018 16:12


The CEO Dinner was held on December 6th at The Vancouver Club and was co-hosted by Cecil Baldry-White, Director, CEO & Portfolio Manager, Alitis Investment Counsel and Chris Turchansky, President, ATB Investor Services. The night featured guest speaker Jason Campbell, … Continue reading

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Thank you to all our sponsors who contributed to a very successful 2018!

5 Dec 2018 16:38


Sponsorship opportunities for 2019 will be available soon.

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Compliance Officers’ Network – December 4, 2018

5 Dec 2018 16:29


Agenda for the Meeting  Minutes from the Previous Meeting (September 12, 2018)  How to Avoid Being Part of the “Trend” in Enforcement Proceedings and Adverse Compliance Findings Member Q&A. BCSC Annual Compliance Report Card Summary for 2018 1 – Tax … Continue reading

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PMAC submission on Rules for Defined Benefit Pension Plans: Description of New Funding Rules

29 Nov 2018 15:16


The Portfolio Management Association of Canada (“PMAC“), through its Industry, Regulation & Tax Committee, is writing to comment on an issue of impact to member firms arising out of the province of Ontario’s 2018 finalization of legislation and regulations regarding … Continue reading

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Toronto CEO Dinner

26 Nov 2018 19:02


The CEO Dinner was held on November 14 and was co-hosted by Cecilia Wong, Chief Financial Officer, Leith Wheeler Investment Counsel, and Neal Kerr, Executive Vice President, CI Financial. The night featured an engaging presentation on,  “Keys to Success for … Continue reading

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2018 National Conference

20 Nov 2018 16:28


  The 2018 National Conference took place on November 15th at the Sheraton Centre in Toronto. Session 1: Geopolitical Risk Highlights Thomas Donilon, Former National Security Advisor to Obama Administration Moderator: Kurt Reiman, Chief Investment Strategist, BlackRock Canada Session 2: … Continue reading

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PMAC Announces 2018-2019 Board of Directors

14 Nov 2018 22:00


Toronto, ON – November 14th 2018 – The Portfolio Management Association of Canada (PMAC) is pleased to announce its Board of Directors for 2018-2019. The slate of Directors was elected at the Association’s Annual General Meeting in Toronto earlier today. … Continue reading

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