Member Benefits

Why Become a Member of PMAC? Our collaborative model delivers a multitude of benefits to firms that are registered as portfolio managers.

Click here to see the 6 top reasons to join PMAC.

  • Advocacy
    A co-ordinated, industry-wide platform to communicate views on government policy and regulation
  • Education
    Seminars, events and information to keep members informed on the latest compliance, regulatory and industry developments
  • Exchange
    Best practices templates and sample policies for a wide range of business activities
  • Networking
    Peer-group meetings on operational, compliance and other policy issues
  • Image
    Membership in an association that promotes adherence to high standards can set members apart from other industry competitors
  • Group Purchasing
    PMAC’s insurance program provides insurance required by provincial regulators in addition to professional liability insurance, and group employee benefits at lower cost.
  • Group Discount Programs:
    • Fidelity Bond & Professional Liability Insurance – PMAC offers a group insurance program exclusive to members of the Association. This program offers members enhanced coverage, resulting in a discount on premiums between 5-15%. For more information, please contact Gillian Murch. Please note in our aim to support “advancing standards” in the industry, PMAC requires members to have professional liability insurance (E&O) within approximately one year of joining the association.
    • PMAC Group Benefit Program for Members’ Employees – PMAC Group Benefit Program Brochure and PMAC Group Benefit Plans. For additional information, contact Pam Martin, Baynes & White, or by phone: 416-863-9159.
    • Executive Health Programs
      • INLIV (Calgary) – discount of $100 off the Executive Medical Assessment and $150 off the Total Health Management programs. View more of INLIV’s offerings here and to contact a representative.
      • Medcan (Toronto) – discount of $600 off the Annual Health Assessment, as well as a $100 discount off the National Year Round Care. For additional information contact your Medcan Client Service Specialist at 416-350-3621 or email: clientservice@medcan.com.
      • Westmount Square Health Group – discount of $100 off the Executive Health Assessment. For more information, please contact Luc Provost at 514-934-2334 ext.234.
    • CFA Exam Preparation & Claritas – Kaplan Schweser Exam Preparation Courses for Financial Designations (15% discount on select products). For additional information call 1-888-325-5072. Please quote “PMAC” to obtain the discounts.
    • HRdownloads – Providing time-saving HR tech solutions to streamline your processes. PMAC members are eligible for a 10% discount on select services. Contact client support for more information. Free Trial Offer is available through here, as well as access to Free Document Bundles, here.