Company: Portfolio Management Association of Canada

29 results found

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

The association is also calling on Ottawa to continue working with the provinces on establishing the co-operative capital markets regulator

But there are concerns about transition to the new regulator and the possible creation of fiduciary standard for advisors

The Ontario government needs to recognize Defined Contribution plans as “comparable”

IE reporter wins for feature on assisting families with special needs members

  • By: IE Staff
  • May 22, 2014 May 22, 2014
  • 15:00