news & events
Submissions archive
February 11, 2016
Request to Delay Implementation of the Ontario Retirement Pension Plan
Letter to the The Honourable Kathleen Wynne, Premier of Ontario: The Portfolio Management Association of Canada is writing to reiterate our concerns with regard to the Ontario Retirement Pension Plan (“ORPP”) and to urge the Ontario government to postpone the implementation of the … Continue reading →
February 14, 2015
Ontario Retirement Pension Plan (ORPP) Consultation – Key Design Questions
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to participate in the consultation process (the “Consultation Paper”) regarding the proposal for an Ontario Retirement Pension Plan (“ORPP”). We … Continue reading →
February 3, 2015
Further Proposed Additions to the Designated Stock Exchange (DSE) List
We are submitting this letter as a follow-up to the letter we received on October 23, 2014 from the Minister’s Office in response to our request of January 10, 2014 to add the BM&F Bovespa Exchange of Brazil, the Korea … Continue reading →
January 7, 2015
Productivity / Time Management Boot Camp
Speaker: Anne Gomez, President & CEO, Clear Concept Read the presentation. Templates: To Do List Template (PowerPoint) To Do List Template (Excel) To Do List Template – option 1 (Word) To Do List Template – option 2 (Word) To Do List … Continue reading →
December 8, 2014
Consultation on Draft Provincial Capital Markets Act (PCMA) and Capital Markets Stability Act (CMSA)
The Portfolio Management Association of Canada (PMAC) through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to participate in the consultations regarding the draft uniform provincial capital markets legislation and complementary federal legislation (respectively, the PCMA … Continue reading →
December 1, 2014
Lawyers’ Network “Own Your Time” Workshop
Speaker: Anne Gomez, President & CEO, Clear Concept Read the presentation. Templates: To Do List Template (PowerPoint) To Do List Template (Excel) To Do List Template – option 1 (Word) To Do List Template – option 2 (Word) To Do List … Continue reading →
November 25, 2014
2014 Annual Conference & AGM: Creating Opportunity in Changing Times
Annual General Meeting and Year at a Glance Paul Harris, Chairman, Portfolio Management Association of Canada (PMAC) and Partner, Avenue Investment Management Read the presentation. Session I – “Market Outlook” Ronald Temple, Portfolio Manager/Analyst and Direction of US Research, Lazard … Continue reading →
November 21, 2014
Media Advisory – PMAC’s 2014 National Conference and Annual General Meeting
“Creating Opportunity in Changing Times” PORTFOLIO MANAGEMENT ASSOCIATION OF CANADA (PMAC) 2014 National Conference and Annual General Meeting Tuesday, November 25, 2014 – 7:30 a.m. to 6:00 p.m. EST Hilton Hotel Toronto, 145 Richmond Street West 19-Speaker Spotlight Features Luncheon … Continue reading →
November 19, 2014
Presentation to Standing Senate Committee on Finance
On November 19, 2014, PMAC made a presentation to the Standing Senate Committee on Finance on two issues relating to trusts referenced in Bill C-43: (i) the trust loss restriction rules as they apply to investment funds, including pooled funds; … Continue reading →
November 12, 2014
Amendments to Section 251.2 of the Income Tax Act, Trust Loss Restriction Rules
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is writing in response to the proposed amendments contained in the Income Tax Act (Canada) (the “Act”) and specifically, the amendments proposed relating to section 251.2 … Continue reading →
October 29, 2014
Proposed Amendments to Certain Regulations Relating to Pension Benefits Standards Act, 1985
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to comment on the proposed regulatory amendments to the Pensions Benefits Standards Act, 1985 (PBSR), and more specifically, to the … Continue reading →
October 29, 2014
FATCA Workshop for Portfolio Managers
Moderator: Michael Friedman, McMillan LLP Speakers: Hugh Chasmar, Deloitte Carlos Amoranto, Amoranto Consulting Carl Irvine, McMillan LLP David Sausen, Kaye Scholer LLP Session Overview: – Registration on the IRS Portal and Obtaining a GIIN – Practical Tips on Onboarding, Documentation and Due … Continue reading →
October 6, 2014
Canada’s Cooperative Capital Markets Regulator (CCMR) Submission to Saskatchewan and New Brunswick
The Portfolio Management Association of Canada (PMAC) fully supports the recent announcement of the governments of Saskatchewan and New Brunswick regarding their participation in the new cooperative capital markets regulatory system in Canada. PMAC has been a strong supporter and … Continue reading →
September 23, 2014
PMAC 2014 Toronto Compliance Forum
Regulatory Update & Canada’s New Cooperative Capital Markets Regulator Doug Hyndman, Chair and CEO, Canadian Securities Transition Office Compliance Hot Topics of 2014 Garth Foster, Partner, Fasken Martineau DuMoulin LLP Jillian Nicolson, Partner, Ernst & Young LLP Dave Santiago, Director, … Continue reading →
May 22, 2014
2014 PMAC Awards for Excellence in Investment Journalism Winners Announced
Annonce des gagnants des prix d’excellence en journalisme économique et financier de l’AGPC PMAC’s third annual awards celebrate the best in investment journalism Diverse writings covering economics, capital markets, education and investment planning for various ages and stages … Continue reading →
November 20, 2013
Media Advisory – David Frum Keynote Speaker at Portfolio Management Association of Canada (PMAC) 2013 Annual Conference and AGM on “Building for Tomorrow”
All-Day Sessions Include: Economic & Market Outlook, 2013 Global Private Banking & Wealth Management Survey, Business Succession and Leadership Succession TORONTO, Nov. 20, 2013 /CNW/ – Portfolio Management Association of Canada (PMAC), the official voice of the country’s investment management … Continue reading →
May 6, 2013
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April 26, 2012
Test
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April 4, 2012
Vancouver Sun’s David Baines recipient of inaugural PMAC award for excellence in investment journalism
Portfolio Management Association of Canada Award Recognizes Investigative Reporter’s Contribution to Proactive Reporting that Increases Investor Awareness and Investor Protection (TORONTO – April 4, 2012)–- Portfolio Management Association of Canada (PMAC) (www.portfoliomanagement.org) today announced that David Baines, a business columnist … Continue reading →
December 22, 2011
Canada’s investment managers view Supreme Court ruling as open door for new plan for national securities regulator
FOR IMMEDIATE RELEASE Toronto, ON, December 22, 2011 – The Portfolio Management Association of Canada (PMAC) respects today’s decision by the Supreme Court of Canada that clearly paves the way for a more cooperative federalism model if a national regulator … Continue reading →
December 20, 2011
OSC Staff Notice 15-704 – Request for Comments on Proposed Enforcement Initiatives
The Portfolio Management Association of Canada (“PMAC”, formerly the Investment Counsel Association of Canada (“ICAC”)), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding OSC Staff Notice 15-704 Request for … Continue reading →
November 22, 2011
Inaugural PMAC Award For Excellence In Investment Journalism
Portfolio Management Association Of Canada Announcement Industry Association to Promote and Reward Excellence in Canadian Newspaper, Magazine and Online Journalism that Fosters a Better Understanding of Investment Industry, Its Products and Services (TORONTO, November 22, 2011, PMAC 2011 AGM) – … Continue reading →
August 12, 2011
House of Commons Standing Committee on Finance: Pre-Budget Consultations
The Portfolio Management Association of Canada (formerly the Investment Counsel Association of Canada (ICAC)) is pleased to submit comments on recommended priorities for the Federal 2012 Budget. As background, the Portfolio Management Association of Canada (“PMAC”) represents over 150 investment … Continue reading →
January 14, 2011
Response to Consultation Paper 91-401 on Over-the-Counter Derivatives Regulation in Canada
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation and Tax Committee, is pleased to have the opportunity to submit the following comments regarding Consultation Paper 91-401 on Over-the-Counter Derivatives Regulation in Canada (“Consultation Paper 91-401”). Read letter
January 13, 2011
Response to CSA Notice 31-320 on Proposed Amendments to NI 31-103 Registration Requirements & Exemptions – Registration of International and Certain Domestic IFMs
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation and Tax Committee, is pleased to have the opportunity to submit the following comments regarding the Proposed Amendments to National Instrument 31-103 Registration Requirements and Exemptions (“NI 31-103”) published … Continue reading →
January 11, 2011
Consultation Paper 23-405 – Dark Liquidity in the Canadian Market
The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation and Tax Committee, is pleased to have the opportunity to submit the following comments regarding Consultation Paper 23-405 – Dark Liquidity in the Canadian Market. Read letter
December 17, 2010
Industry Association Applauds Proposed Introduction of Pooled Registered Pension Plan
Portfolio Management Association of Canada (PMAC) Also Calls For Immediate Action to Relook at HST/GST Implications on Pension and Retirement Savings (Toronto, December 17, 2010) – The Portfolio Management Association of Canada (PMAC) (https://pmacorg.wpengine.com), the financial industry Association with members that span private … Continue reading →
November 10, 2010
Industry Association Calls For Immediate “Synchronization” of Federal and Provincial Pension Reform to Benefit All Canadian Investors
Newly Named Portfolio Management Association of Canada (PMAC) Advocates Transparent Taxes and Removal of Geographic Limits Inhibiting Retirement and Pension Investing PMAC’s 140 Member Companies Meet at 2010 AGM Representing More than $750 Billion in Assets for Over One Million Institutional and Private … Continue reading →
November 10, 2010
2010 AGM: Innovations 2010 – Seizing Bold New Opportunities from Chaos
Formal presentation Presenters: Christopher Probyn Don Rich Jane Kanter Keith Sjogren Jennifer Evans David C. MacDonald
November 3, 2010
BCSC NI-45-106F6 Comment Letter
We are writing to you to express our opposition to the application of Proposed Form 45-106F6 to the distribution of “pooled fund” securities Read letter.
August 13, 2010
Pre Budget Submission 2011
The Investment Counsel Association of Canada (ICAC) is pleased to submit comments on recommended priorities for the Federal 2011 Budget. Read submission
May 26, 2010
Canada’s Investment Managers Applaud Move to National Securities Regulator
(May 26, 2010) – The Investment Counsel Association of Canada (“ICAC”), the voice of the country’s portfolio managers and investment counsellors, announced its strong support for the proposed Canadian Securities Act that was released today by the federal government. “The creation of … Continue reading →
May 25, 2010
Ted Menzies, Parliamentary Secretary
As per our discussion, we have submitted comments to Mr. Chris Forbes in response to the Department of Finance Consultations – Ensuring the Ongoing Strength of Canada’s Retirement Income System and enclose a copy for your information. Below are the four specific … Continue reading →
May 25, 2010
Ensuring the Ongoing Strength of Canada’s Retirement Income System
The Investment Counsel Association of Canada (ICAC) is pleased to submit comments on the Department of Finance’s consultation paper, “Ensuring the Ongoing Strength of Canada’s Retirement Income System” (the “Federal Consultation Paper”). Read letter
May 19, 2010
G20 Preparedness
Presenter: George Tucker, Toronto Police Service, G8/G20 Planning Team, Corporate/Stakeholder Liaison Read brochure
May 18, 2010
Complying with Bill 168 – Ontario’s New Workplace Violence & Harassment Legislation
Presenter: Dave J.G. McKechnie, Partner, Employment & Labour Relations Mcmillan LLP Presentation Bill 168
May 7, 2010
2010 Budget Proposals Relating to Foreign Investment Entities (‘FIEs’) and Non-Resident Trusts (‘NRTs’)
2010 Budget Proposals Relating to Foreign Investment Entities (“FIEs”) and NonResident Trusts (“NRTs”) Read letter
April 26, 2010
CEO Networking Dinner
Presenter: Rami Karjian, Partner McKinsey & Company, Seattle Presentation notes
March 30, 2010
Frank Casey: Chasing Bernie Madoff – The Madoff Ponzi Scheme and The Failures of Government Regulators & the Industry
Presentation notes
March 29, 2010
Saving For Retirement to Cost Canadians More Due to New GST/HST Rules
March 29, 2010, (Toronto) – The Investment Counsel Association of Canada (“ICAC”), the voice of the country’s portfolio managers and investment counsellors, today urged the federal government to reverse its plan to modify the Excise Tax Act to spare Canadians from the … Continue reading →
March 26, 2010
AMF Submission – Chief Compliance Officer Qualifications for Derivative Portfolio
Thank you again for providing an opportunity for members of the Investment Counsel Association ofCanada (“ICAC”) to meet with you to discuss our concerns regarding the January 8, 2010 edition of theBulletin de l’Autorité which outlines the new educational proficiency … Continue reading →