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Company: Portfolio Management Association of Canada

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Businessman check seriously analyzes a finance report investor colleagues discussing new plan financial graph data. bank managers task. Concept business and finance ,Account analyzes planing

Trade groups want to be consulted as the CSA overhauls its electronic filing systems

Close up of an executive hands holding a pen and indicating where to sign a contract at office

“We’ve got to keep the standards high,” says PMAC president

Business woman showing stock market financial situation

PMAC wants CSA to leave pooled funds out of client-focused reforms

  • By: IE Staff
  • December 14, 2018 November 13, 2019
  • 16:00
meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

Denys Calvin of Nexus investment Management elected chairman

  • By: IE Staff
  • November 15, 2018 October 17, 2019
  • 11:00
two business partners signing a contract

The draft template details the obligations of investment dealers and portfolio managers in serving shared clients

  • July 16, 2018 October 14, 2019
  • 14:30

In addition to welcoming four new directors, the organization has elected Eric Léveillé, most recently vice chairman and treasurer, as its new chairman

FAIR Canada not in favour of regulators’ stance on best interest standard

The association also recommends the CSA take a more tailored approach to reworking existing regulations rather than the proposed “targeted reforms”

The trade association encourages co-ordination of any provincial changes with the federal consultation committed to in the 2016 federal budget

Feds launch consultation on tax proposals

Extending the deadline by another six to 12 months would give the investment industry time to make a proper transition

  • By: IE Staff
  • April 14, 2016 January 22, 2018
  • 15:40

PMAC says that changes are needed to spur participation in PRPPs, which have failed to gain much traction