June 13, 2024

2024 PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada (PMAC) Announces Winners of 2024 PMAC AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM TORONTO, ON, June 4, 2024 – The 2024 PMAC Awards for Excellence in Investment Journalism have recognized top financial journalists in Canada whose … Continue reading →

August 10, 2023

PMAC Summary – CSA/CIRO Staff Notice 31-363 Client Focused Reforms: Review of Registrants’ Conflicts of Interest Practices and Additional Guidance

Findings from the CSA and CIRO (IIROC and MFDA) (collectively, the Regulators) Conflict of Interest sweeps (Staff Notice) were released on August 3, 2023. The Regulators conducted reviews of 172 firms; 50% are registered as portfolio managers (most of these … Continue reading →

August 9, 2023

OSC Compliance & Registrant Regulation Branch 2023

Summary Report for Dealers, Advisers and Investment Fund Managers (Staff Notice 33-755) The OSC’s annual Compliance and Registrant Regulation (CRR) branch Summary Report for Dealers, Advisers and Investment Fund Managers (the Report) was published on July 27, 2023. This PMAC … Continue reading →

June 9, 2023

2023 PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada (PMAC) Announces Winners of 2023 PMAC AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM TORONTO, ON, June 8, 2023 – The 2023 PMAC Awards for Excellence in Investment Journalism winners once again illuminate the insight and value … Continue reading →

May 31, 2023

BCSC Releases 2022 Report Card

WHY YOU’LL WANT TO READ IT Despite its name, the British Columbia Securities Commission (BCSC)’s 2022 Report Card (the Report Card) is a critical source of compliance information for firms registered in any CSA jurisdiction, and is relevant for 2023 … Continue reading →

April 20, 2023

Final Amendments Announced to Total Cost Reporting for Investment Funds and Insurance Segregated Funds

On April 20, 2023, the Canadian Securities Administrators (CSA) released final amendments to National Instrument 31-103 – Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI 31-103) and its Companion Policy (CP) regarding TCR for investment funds and segregated funds (collectively, TCR). … Continue reading →

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 →

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 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 →

August 3, 2021

PMAC Applauds the Strengthened Self-Regulatory Organization Governance and Oversight in CSA Position Paper

TORONTO, August 3, 2021 – The Canadian Securities Administrators (CSA) released a position paper regarding the proposed new Self-Regulatory Organization (SRO) Framework. PMAC is pleased the CSA has been responsive to stakeholder feedback in developing its final position paper with respect to the new SRO. PMAC … Continue reading →

June 7, 2021

2021 PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada (PMAC) Announces Winners of 2021 AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM   TORONTO, ON, June 2, 2021 – On the strength of hard-hitting stories ranging from COVID-19’s singular impact on markets, to moving forward in … Continue reading →

May 7, 2021

PMAC Applauds OSC Decision to Ban Deferred Sales Charges on Funds

“We believe that Canadians in every province should be afforded the same opportunities and the same protections” (TORONTO, May 7, 2021) – Portfolio Management Association of Canada (PMAC) applauds the Ontario Securities Commission’s (OSC) decision today to join the other … Continue reading →

April 1, 2021

National Securities Regulator is Critical to Canada’s Post-Pandemic Economic Revival

Portfolio Management Association of Canada (PMAC) is extremely disappointed by pause in national securities regulatory project (TORONTO, April 1, 2021) – PMAC is expressing disappointment at the announcement today by the Capital Markets Authority Implementation Organization (CMAIO) to pause its operations. … Continue reading →

January 25, 2021

PMAC Commends the CMMT’s Final Report: Association points to clear priority on strengthened governance and reduction of regulatory burden

On Friday, January 22, the Ontario Capital Markets Modernization Taskforce (Taskforce) released its Final Report with 74 recommendations to strengthen and modernize Ontario’s Capital markets regulatory framework. PMAC is pleased to see that the Taskforce has been responsive to stakeholder … Continue reading →

September 3, 2020

PMAC Letter: Fundamental changes to regulatory landscape in the air

The interests of portfolio managers’ clients are better protected under the current system of regulatory oversight, argues PMAC president Katie Walmsley Various industry bodies, self-regulatory organizations (SROs) and other groups have recently issued reports and proposals focusing on improving regulatory … Continue reading →

June 10, 2020

PMAC welcomes announcement about client relationship managers from the CSA

The Canadian Securities Administrators (CSA) publish welcome changes allowing for the registration of Advising Representatives as Client Relationship Management specialists Today the CSA announced that they will allow firms to register Advising Representatives (ARs) as Client Relationship Management (CRM) specialists without … 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 →

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 →

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 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 25, 2019

PMAC 2019 Compensation Survey

The 2019 Compensation Survey is now available for purchase. This survey, completed in partnership with Baynes & White, includes 36 key industry positions. Report highlights listed below: Responses were received from 110 firms for an overall response rate of 40.1%. … 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 →

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 →

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 →

May 17, 2018

2018 PMAC Award for Excellence in Investment Journalism Winners Announced

The Globe and Mail’s Tamsin McMahon and Tim Kiladze take top honours for “The real estate investors who bet on a boom—and lost” Andrew Willis for The Globe and Mail and Gordon Hoekstra for The Vancouver Sun receive second and third … Continue reading →

March 20, 2018

PMAC applauds the release of the OSC’s Seniors Strategy

TORONTO, March 20, 2018 /CNW/ – The Portfolio Management Association of Canada (PMAC) applauds the release of the Ontario Securities Commission’s (OSC) Seniors Strategy. The Seniors Strategy represents a welcome effort by the OSC to assist in the development of … Continue reading →

February 21, 2018

Call for Entries: 2018 Journalism Award

Award for Excellence in Investment Journalism 2018 Call for Entries Prix d’excellence en journalisme économique et financier de l’AGPC Appel à candidatures pour 2018 First-place winner will receive $5,000, second place $3,000 and third place $2,000 Key Dates: Entries Close: March 31st, … Continue reading →

May 11, 2017

2017 PMAC Award for Excellence in Investment Journalism Winners Announced

The Globe and Mail’s Tim Kiladze takes top honours for “The $1.3-billion fraud Bay Street forgot” Advisor.ca’s Melissa Shin and David Aston of MoneySense receive second and third prizes respectively TORONTO, ON, May 11, 2017 –The Globe and Mail’s Tim Kiladze, … Continue reading →

January 10, 2017

PMAC Supports the CSA’s Consultation on Option of Discontinuing Embedded Commissions

Toronto, ON – January 10, 2017 – The Portfolio Management Association of Canada (PMAC) applauds the CSA for taking a bold step forward in its release of CSA Consultation Paper 81-408 – Consultation on the Option of Discontinuing Embedded Commissions … Continue reading →

November 17, 2016

PMAC Announces Board of Directors 2016-2017

Toronto, ON – November 17, 2016 – The Portfolio Management Association of Canada (PMAC) is pleased to announce its Board of Directors for 2016-2017. The slate of Directors was elected at the Association’s Annual General Meeting in Toronto on November … Continue reading →

September 27, 2016

Portfolio Managers Already Offer Best Investor Protection Through Fiduciary Duty

INVESTMENT INDUSTRY ASSOCIATION SUPPORTS KEEPING THE BAR AT HIGHEST LEVEL FOR ITS CLIENTS TORONTO, September 27, 2016 — Today, the Portfolio Management Association of Canada (PMAC) (www.portfoliomanagement.org) released its comments on the Canadian Securities Administrators’ (CSA) Consultation Paper to Enhance … Continue reading →

May 26, 2016

2016 PMAC Award for Excellence in Investment Journalism Winners Announced

Morningstar’s Rudy Luukko and Globe and Mail’s Rob Carrick and Ian McGugan take Top Honours for Insightful Editorial Content that Improves Investment Literacy TORONTO, ON, May 26, 2016 – The exceptional insight and writing talents of three Canadian financial print … Continue reading →

February 17, 2016

Media Advisory – Call for Entries for 2016 PMAC Award for Excellence in Investment Journalism

Calling on Canada’s Most Insightful Investment Journalists Canadian Print and Online Journalists Invited to Submit Published Content by NEW DEADLINE April 4, 2016 TORONTO, ON, February 17, 2016 – In a year dominated by front page headlines on falling oil … Continue reading →

November 23, 2015

Media Advisory – ORPP is overkill for retirement-ready Ontarians

Public policy expert and economist Jack Mintz to address Canada’s influential investment industry lobby on best-choice pension plan reform TORONTO / Nov. 23, 2015 / CNW – With so many Canadians being bombarded by conflicting information on retirement income adequacy, … Continue reading →

June 2, 2015

2015 PMAC Excellence in Investment Journalism Award Winners Announced

Repeat Success by Two Talented Journalists Reflect Growing Prestige of Competition TORONTO, ON, June 2, 2015 – For the first time since its launch in 2012, the PMAC Award for Excellence in Investment Journalism is going to a previous winner, … Continue reading →

March 31, 2015

Media Advisory – Call for Entries for 2015 PMAC Award for Excellence in Investment Journalism

Canada’s Investment Journalists to be Recognized for Insightful Editorial Coverage – Canadian Print and Online Journalists Invited to Submit Published Content by NEW DEADLINE April 7, 2015 TORONTO, ON, March 31, 2015 – For the fourth consecutive year, Canada’s portfolio … 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 →

July 9, 2014

PMAC Commends Milestone Progress on Creating Cooperative Capital Markets Regulator (CCMR)

TORONTO, ON, July 9, 2014 – The Portfolio Management Association of Canada (PMAC, portfoliomanagement.org) commends the federal government and its provincial partners on achieving a major milestone today towards creating the Cooperative Capital Markets Regulator (CCMR). With the announcement that … 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 10, 2013

PMAC Awards for Excellence in Investment Journalism Winners Announced

Portfolio Management Association of Canada Second Annual Award Acknowledges Value of Strategic, In-depth Investment Articles TORONTO, ON, May 10, 2013 – The Portfolio Management Association of Canada (PMAC) (www.portfoliomanagement.org) today announced the three winners of its second annual Awards for Excellence in … Continue reading →

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 →

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 →

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 →

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 →