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Compliance Officers’ Network – February 15, 2018

15 Feb 2018 18:45


Agenda for the Meeting Minutes from the Previous Meeting (December 5, 2017) Presentations Best Execution Discussion – Acker Finley Asset Management Inc. (David Hausman, Partner, Toronto) – Listen to the presentation. Current Compliance Trends and Issues: Ongoing CRM2 Issues and Whistleblower … Continue reading

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PMAC Submission on Reform of Ontario’s Funding Rules for Defined Benefit Pension Plans

29 Jan 2018 19:56


Re: Reform of Ontario’s Funding Rules for Defined Benefit Pension Plans: Description of New Funding Rules The Portfolio Management Association of Canada1 (PMAC), through its Industry, Regulation & Tax Committee’s sub-committee on pensions, is pleased to have the opportunity to … Continue reading

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2018 Affiliate Membership Renewal

11 Jan 2018 16:45


On behalf of the PMAC team and Board of Directors, we would like to thank you and your firm for your continued support of PMAC as an affiliate member. We are grateful to have Affiliates who are leaders in their … Continue reading

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Montreal Curling Bonspiel

1 Jan 2018 16:36


Date: Thursday, March 1, 2018 Time: 3:30 to 8:00 pm EST 3:30 pm – Registration 3:45 pm – On Ice Training 4:30 pm – Mini Bonspiel 5:30 pm – Reception and Light Buffet Dinner Location: Royal Montreal Curling Club, 1850 de Maisonneuve … Continue reading

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Compliance Officers’ Network – December 5, 2017

6 Dec 2017 18:10


Agenda for the Meeting Minutes from the Previous Meeting (September 19, 2017) Presentations MiFID II – Brief discussion of the impact of MiFID II on soft dollars for Canadian firms – Sean Sadler No presentation materials Current tax considerations for PM … Continue reading

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Vancouver Regulatory & Compliance Forum

1 Dec 2017 19:55


Vancouver Compliance Forum Agenda — to be provided Date: Thursday, May 24, 2018 Time: 8:00 AM to 4:30 PM PDT (Networking Reception to follow) Location: Rosewood Hotel Georgia, 801 West Georgia St., Vancouver, BC Cost: PMAC Member/Affiliate:  Early Bird (until February 28): $300 … Continue reading

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PMAC Response to Canadian Competition Bureau’s draft FinTech Report

21 Nov 2017 15:29


OVERVIEW The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on the Competition Bureau’s Public Consultation on the draft report of its market study concerning technology-led … Continue reading

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2017 National Conference

8 Nov 2017 21:42


Below are the presentation materials from the 2017 National Conference, which took place November 8th in Toronto. Agenda Materials   Recordings of each presentation: Opening Keynote– “The Geopolitical Chessboard in an Uncertain World” Session II- “Considerations for Serving Clients with Diminishing Capacity” … Continue reading

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November 7, 2017

7 Nov 2017 21:34


The CEO Dinner, held on November 7, was co-hosted by Todd Flick, Scotia Private Investment Counsel and Kevin LeBlanc, Jarislowsky Fraser Limited. This featured a dynamic discussion from Avery Shenfeld, Chief Economist, CIBC and Myles Zyblock, Chief Strategist, 1832 Asset Management. Click below … Continue reading

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Montreal Regulatory & Compliance Forum

1 Nov 2017 18:57


Montreal Compliance Forum Agenda — to be provided Date: Thursday, June 7, 2018 Time: 8:00 AM to 4:30 PM EDT (Networking Reception to follow) Location: Sofitel Montreal Le Carré Doré, 1155 Sherbrooke St W, Montreal, QC Cost: PMAC Member/Affiliate:  Early Bird (until February … Continue reading

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