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PMAC

PMAC submission on OPC Consultation on Transborder Dataflows

1 Aug 2019 15:03


PMAC’s mission statement is “advancing standards” and we are consistently supportive of measures that improve standards for the benefit of investors (the clients of asset managers). PMAC and its members care deeply about the protection and proper use of investors’ … Continue reading

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PMAC submission on MFDA Consultation on Limited Discretionary Trading

31 Jul 2019 20:47


PMAC supports regulatory flexibility and burden reduction that enables improved service, innovation, or a reduction in costs borne by investors. We understand that the MFDA is seeking to permit its Members to rebalance model portfolios in a time and cost-effective … Continue reading

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PMAC submission on CSA National Systems Renewal and System Fee

30 Jul 2019 15:14


The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding CSA Notice and Request for Comment – Proposed National Systems Renewal Program Rule and … Continue reading

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ESG Presentation & New Member Orientation

17 Jun 2019 14:06


ESG Presentation Speaker: Judy Cotte, CEO, ESG Global Advisors Inc. Event Overview Once a marginal consideration, the notion of sustainability has evolved and is becoming a significant consideration for investors, companies, regulators and governments. The interest in ESG objectives is growing … Continue reading

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Compliance Officers’ Network – June 12, 2019

13 Jun 2019 16:17


Meeting Materials Agenda for the Meeting Minutes from the Previous Meeting – April 9, 2019 Member Q&A Survey Presentations & Recordings PART 1: SPECIAL VISIT FROM THE OSC Overview of OSC audit process and recent IFM sales practices sweep – … Continue reading

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2019 PMAC Award for Excellence in Investment Journalism Winners Announced

5 Jun 2019 17:45


Portfolio Management Association of Canada (PMAC) Announces Winners of 2019 AWARD FOR EXCELLENCE IN INVESTMENT JOURNALISM The Globe and Mail’s Janet McFarland takes top honours for “Inside the fall of Fortress” David Aston for MoneySense and Tim Shufelt for The … Continue reading

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2019 Montreal Regulatory & Compliance Forum

30 May 2019 05:21


  The 2019 Montreal Regulatory & Compliance Forum took place on May 30th at Club Saint-James de Montréal. Agenda Mots d’introduction | Opening Remarks Intervenants | Co-hosts  Noah Billick, directeur juridique, Dorchester Gestion d’actifs | General Counsel, Dorchester Wealth Management … Continue reading

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PMAC submission on OSC Notice 11-785 Statement of Priorities for Financial Year to End March 31, 2020

27 May 2019 15:31


The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding OSC Notice 11-785 Statement of Priorities – Request for Comments Regarding Statement of Priorities … Continue reading

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2019 Vancouver Regulatory & Compliance Forum

23 May 2019 14:17


The 2019 Vancouver Regulatory & Compliance Forum took place on May 23rd at the Rosewood Hotel Georgia. Agenda Welcome & Opening Remarks Co-Hosts:Nadine Krenosky, Chief Compliance Officer, Mawer Investment ManagementDannielle MacDonald, Chief Compliance Officer, Nicola Wealth Management Session I: Straight … Continue reading

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PMAC submission on Communication of Key Audit Matters in the Auditor’s Report

15 May 2019 15:38


BACKGROUND  The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding the proposed revisions to Canadian Audit Standard 700, Forming an Opinion and Reporting … Continue reading

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