March 13, 2023

Appel aux candidatures jusqu’au 15 avril 2023

APPEL AUX CANDIDATURES JUSQU’AU 15 AVRIL 2023 Presse écrite et électronique ainsi que médias audiovisuels invités à soumettre leur contenu exclusif de grande qualité dans le domaine des placements à vocation didactique pour le grand public Nouvelle catégorie de prix … Continue reading →

March 13, 2023

Media Advisory – Call for Entries: 2023 PMAC Awards for Excellence in Investment Journalism

CALL FOR ENTRIES BY APRIL 15, 2023  Print, Online and Audio-Visual Media Invited to Submit High-Quality Original Stories on Investment Topics that Educate and Inform Public PMAC Awards launches new stand-alone Audio-Visual Media category for  podcasts, radio and TV broadcasts of … Continue reading →

March 1, 2023

Toronto, ON | 2023 National Conference

Event Details Date: Tuesday, November 14, 2023 Time: 8:00 AM – 6:00 PM ET Location: Fairmont Royal York Hotel, 100 Front St W, Toronto, ON Cost: PMAC Member/Affiliate & EMB Members: 1st Attendee: Early bird rate until September 30: $399+HST; Regular … Continue reading →

November 21, 2022

PMAC Announces 2022-2023 Board of Directors and Launch of PMAC Lifetime Achievement Award

Toronto, ON – November 21, 2022 – The Portfolio Management Association of Canada (PMAC) is pleased to announce its Board of Directors for 2022-2023. The slate of Directors was elected at the Association’s Annual General Meeting (AGM) last week in Toronto.  Scott Mahaffy, … Continue reading →

September 14, 2022

Webinar: Emerging Trends in Recruiting Talent in Today’s Tight Labour Market

Event Details Date: Wednesday, September 14,  2022 Time: 1:00 PM – 2:00 PM ET || 10:00 AM – 11:00 AM PT Location: Webinar Cost: PMAC Member/Affiliate & EMB Members: Free Non-Member/Non-Affiliate: $50 + tax Event Overview It is no secret that talent … Continue reading →

September 13, 2022

PMAC SURVEY: More than one-quarter of Canadian investment firms opt for hybrid work model of three days a week in office

 15% say they expect employees to return to the office five days a week while 19% of asset managers allow fully remote work  (TORONTO, September 13, 2022) — A new Return-to-Office Survey by the Portfolio Management Association of Canada (PMAC) … Continue reading →

June 7, 2022

2022 PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada (PMAC) Announces Winners of 2022 PMAC AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM TORONTO, ON, June 7, 2022 – The 2022 PMAC Awards for Excellence in Investment Journalism winners exemplify the breadth and depth of Canadian … Continue reading →

March 31, 2022

Working with U.S. Clients: Complying with U.S. SEC Rules and Registration Exemptions

Event Details Date: Wednesday, March 30, 2022 Time: 2:00 PM – 3:30 PM ET | 11:00 AM – 12:30 PM PT Location: Zoom Webinar (details provided to those who register) Cost: PMAC or EMB Member Rate: Complimentary  Non-Member Rate: $50 + … Continue reading →

March 23, 2022

Will & Estate Planning: Covering Your Assets

Event Details Date: Wednesday, March 23, 2022 Time: 2:00 PM – 3:15 PM ET | 11:00 AM – 12:15 PM PT Location: Zoom Webinar Cost: PMAC or EMB Member Rate: Complimentary  Non-Member Rate: $50 + tax Event Overview Estate planning is … Continue reading →

February 28, 2022

PMAC submission on Federal Pre-Budget Consultations 2022

  The Portfolio Management Association of Canada (PMAC) represents over 300 investment management firm members that collectively manage $3 trillion in assets for pension plans, endowments, individual and group RSPs, and other investments across Canada. We are writing to ask … Continue reading →

December 13, 2021

Compliance Officers Network – December 8, 2021

Meeting Details Date: Wednesday, December 8, 2021 Time: 2:30 PM ET / 11:30 AM PT Law Firm Host: McCarthy Tétrault LLP. Location: Live webcast Meeting Materials Agenda Summary of previous meeting – September 28, 2021 CON Q&A – December 2021 Meeting Recording Presentations CFA … Continue reading →

October 29, 2021

Diversity, Equity, & Inclusion Heads Network – October 26, 2021

Meeting Details Date: Tuesday, October 26, 2021 Time: 11:00 AM EDT Location: Live webcast Meeting Materials Agenda Pre-Meeting Poll Meeting Recording Presentations Resources Bob Joseph’s Book – 21 Things You May Not Know About The Indian Act University of Alberta’s Faculty of … Continue reading →

July 15, 2021

PMAC Lawyers’ Network: How to Successfully Handle a Litigation and/or an Investigation

Event Details Date: Thursday, July 15, 2021 Time: 2:00 PM – 3:30 PM ET / 11:00 AM – 12:30 PM PT Location: Zoom Meeting This event was accredited for 1 hour of Professionalism Content by the Law Society of Ontario. Event … Continue reading →

June 2, 2021

Compliance Officers’ Network – June 2, 2021

Meeting Details Date: Wednesday, June 2, 2021 Time: 2:30 PM EDT / 11:30 AM PDT Law Firm Host: Borden Ladner Gervais LLP Location: Live webcast Meeting Materials Agenda– June 2, 2021 Summary of previous meeting – April 14, 2021 CON Q&A – June 2021 Presentations Recording: The … Continue reading →

June 9, 2020

2020 PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada (PMAC) Announces Winners of 2020 AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM Long Article Category: The Globe and Mail’s Mark Rendell & Tim Kiladze Take Top Honours for All dried up: How Bay Street cashed in … Continue reading →

June 9, 2020

Compliance Officers’ Network – June 9, 2020

Meeting Details Date: Tuesday, June 9, 2020 Time: 2:30 PM EDT / 11:30 AM PDT Law Firm Host: Borden Ladner Gervais LLP Location: Live webcast Meeting Materials Agenda Summary of the Previous Meeting – April 29, 2020 Member Q&A Survey Live Poll Results Presentations Presentations … Continue reading →

May 5, 2020

Webinar: Podcasting 101

Overview During these times of unprecedented change, your firm may be considering new models for communicating and engaging with clients. Podcasting is a growing platform for firms to share new and developing information made specifically for your clients. How feasible is it to prepare and broadcast a … Continue reading →

May 1, 2020

Webinar: Privacy and Your COVID-19 Response

Webinar Overview Employee privacy could be a sleeping giant in the COVID-19 pandemic. A global workforce that is concerned about their jobs and their loved ones is likely to cooperate with the health-screening and tracking measures their employers may adopt. … Continue reading →

April 29, 2020

Compliance Officers’ Network – April 29, 2020

Meeting Details Date: Wednesday, April 29, 2020 Time: 2:30 PM EDT / 11:30 AM PDT Law Firm Host and Presenters: McMillan LLP Meeting Materials Agenda Summary of the Previous Meeting – February 11, 2020 Member Q&A Survey Full Slide Deck Presentations Q&A … Continue reading →

March 2, 2020

Media Advisory – Call for Entires: 2020 PMAC Awards for Excellence in Investment Journalism

PMAC Expands Categories to Include Both Short and Long Articles First Place Winners in Each Category to Receive $4,000; Second Place Winners to Receive $3,000 and Overall Winner to Take Home $1,000 Bonus TORONTO, ON, March 2, 2020 – The 2020 PMAC … Continue reading →

February 4, 2020

2023 Sponsorship Opportunities

We can’t wait to see you in person! With a successful run of virtual and hybrid events for the last 3 years, PMAC is excited to return to a full schedule of in-person and virtual events for 2023! These not-to-be-missed … Continue reading →

December 4, 2019

PMAC submission on CSA Notice and Request for Comment – Proposed Amendments to National Instrument 51-102

Overview 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 Amendments to National Instrument 51-102 … Continue reading →

November 19, 2019

PMAC Applauds the OSC Report “Reducing Regulatory Burden in Ontario’s Capital Markets 2019”

Association points to meaningful tailored regulation as more effective and beneficial to investing public November 19, 2019 (Toronto) — Today the Ontario Securities Commission (OSC) released a report titled “Reducing Regulatory Burden in Ontario’s Capital Markets” (the Report). The Portfolio Management … Continue reading →

October 10, 2019

Managing Cyber Risk

Event Summary October is Cyber Security Awareness Month. In the face of quickly-evolving and increasing cyber threats, our panel of experts provided practical tips on how to assess, mitigate and manage your firm’s risks. Forensic experts discussed cyber breach trends … Continue reading →

October 7, 2019

Compliance Officers’ Network – October 7, 2019

Meeting Materials Agenda for the Meeting  Minutes from the Previous Meeting (June 12, 2019)  Full Slide Deck Presentations & Recordings PART 1: PRESENTATIONS (Part 1 of 2) Proceeds of Crime (Money Laundering) and Terrorist Financing Act (AML) amendments update – Lori Stein Presentation … Continue reading →

October 3, 2019

PMAC comments on final amendments to National Instrument 31-103 (the Client Focused Reforms)

TORONTO, October 3, 2019 — The Portfolio Management Association of Canada (PMAC) welcomes the final publication of nationally harmonized amendments to National Instrument 31-103 – Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI 31-103). “These changes go a long way to … Continue reading →

September 19, 2019

2019 Toronto Regulatory & Compliance Forum

    The 2019 Toronto Regulatory & Compliance Forum took place on September 19th at the Toronto Region Board of Trade. Forum Agenda Welcome & Opening Remarks Co-Hosts: Jasmin Jabri, Chief Compliance Officer, Head of Compliance – Canada, Invesco Canada … Continue reading →

September 18, 2019

PMAC submission on Discussion paper: “Strengthening Privacy for the Digital Age”

The Portfolio Management Association of Canada (PMAC) is pleased to have the opportunity to submit the following comments regarding the Government of Canada’s proposals via the Ministry of Innovation, Science and Economic Development to amend the Personal Information Protection and … Continue reading →

September 9, 2019

PMAC submission on Consultation on the regulation of financial planners and financial advisors

Overview The Portfolio Management Association of Canada (PMAC) is pleased to have the opportunity to comment on the consultation with respect to the regulation of financial planners and financial advisors issued by the Financial and Consumer Affairs Authority of Saskatchewan … Continue reading →

August 29, 2019

PMAC Submission on A Review of the Solvency Funding Framework under the Pensions Benefits Standards Act: A Consultation Paper

Background The Portfolio Management Association of Canada[1] (PMAC) is pleased to have the opportunity to provide feedback on the Ministry of Finance’s (Ministry) consultation with respect to “A Review of the Solvency Funding Framework under the Pensions Benefits Standards Act: … Continue reading →

June 13, 2019

Compliance Officers’ Network – June 12, 2019

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 →

June 5, 2019

2019 PMAC Award for Excellence in Investment Journalism Winners Announced

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 →

May 30, 2019

2019 Montreal Regulatory & Compliance Forum

  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 →

May 27, 2019

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

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 →

May 23, 2019

2019 Vancouver Regulatory & Compliance Forum

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 →

May 15, 2019

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

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 →

April 9, 2019

Compliance Officers’ Network – April 9, 2019

Agenda Minutes from the Previous Meeting – February 12, 2019 Member Q&A Survey – Survey circulated March 2019 Presentations Form 45-106F1 and current discussions with regulators on the recent Staff Notice regarding managed accounts – Leila Rafi, Partner, McMillan LLP 2. Anti-Money Laundering and Anti-Terrorist … Continue reading →

March 5, 2019

Media Advisory – Call for Entires: 2019 PMAC Award for Excellence in Investment Journalism

First-place winner will receive $5,000, second place $3,000, and third place $2,000 TORONTO, ON, March 5, 2019 – The PMAC Award for Excellence in Investment Journalism celebrates and recognizes thoughtful and quality writing that educates investors by fostering a better … Continue reading →

February 14, 2019

Compliance Officers’ Network – February 12, 2019

Meeting Materials Agenda Minutes from the Previous Meeting – December 4, 2018 Member Q&A Survey – Survey circulated January 15, 2019 FINTRAC Guideline 2019 Presentations & Recording Cannabis in the Workplace & the New Quebec Anti-harassment Laws – Rhonda Grintuch, Associate, Fasken … Continue reading →

February 6, 2019

Effective Traditional & Digital Communication Strategies with Private Clients

Moderator: Karrie Van Belle, SVP and Head of ETF strategy, AGF Investments Inc. Speakers: – Ian Barr, VP, Digital Strategy, Camp Jefferson – Scott Reid, Communications & Speech Writing Professional, Feschuk.Reid – Christine Wellenreiter, VP – Marketing and Communications, GLC Asset Management Event Overview This … Continue reading →

January 28, 2019

PMAC submission on BC Defined Benefit Pension Plan Solvency Funding Framework Review

The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee’s sub-committee on pensions, is pleased to have the opportunity to participate in the Ministry of Finance’s (Ministry) consultation with respect to “A Review of the Solvency … Continue reading →

January 22, 2019

Begin your 3-month trial membership today!

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 →

December 21, 2018

PMAC submission on OSC Internal Taskforce on Regulatory Burden Reduction

The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is making this submission to the Ontario Securities Commission (OSC) to assist in the formulation of priorities for the OSC’s regulatory burden reduction taskforce. On behalf … Continue reading →

December 13, 2018

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

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 →

November 29, 2018

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

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 →

November 14, 2018

PMAC Announces 2018-2019 Board of Directors

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 →

September 17, 2018

PMAC response to CSA Notice and Request for Comment – Proposed National Instrument 93-102 – Derivatives: Registration and Proposed Companion Policy 93-102 – Derivatives: Registration

Overview The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on Proposed National Instrument 93-102 – Derivatives: Registration and Proposed Companion Policy 93-102 – Derivatives: Registration … Continue reading →

September 17, 2018

PMAC response to CSA Second Notice and Request for Comment – Proposed National Instrument 93-101 – Derivatives: Business Conduct and Proposed Companion Policy 93-101CP – Derivatives: Business Conduct

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 second notice and request for comment published by the Canadian Securities Administrators (CSA) titled … Continue reading →

September 10, 2018

PMAC submission on the Consultation by the Department of Finance Canada on draft tax legislative proposals relating to Budget 2018

The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on Department of Finance Canada (Finance) – Consulting Canadians on Draft Tax Legislative Proposals (the Consultation). General … Continue reading →

September 6, 2018

PMAC submission on Regulations Amending Certain Regulations Made Under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act

Overview The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide the Department of Finance Canada (Finance) with comments on the Regulations amending certain regulations made under the … Continue reading →