Speeches + Presentations
2024
Webinar - Loss calculations for mutual fund suitability cases with OBSI (February 8, 2024)
(February 8, 2024)
Webinar Presentation - Trends from the 2023 Investment Funds Report
(February 1, 2024)
2023
Operationalizing T+1 - Pulse survey findings
(November 7, 2023)
IFIC Webinar Presentation - 2023 IFIC and Pollara Canadian Mutual Fund and ETF Investor Survey (October 17, 2023)
(October 17, 2023)
Digital Transformation
(May 31, 2023)
New SRO Update
(May 30, 2023)
FHSA and Privacy Operational Impacts Update
(May 30, 2023)
Fundserv and T+1 Update
(May 29, 2023)
IFIC Webinar on 2022 Investment Funds Report (February 14, 2023)
(February 14, 2023)
2022
Webinar Presentation – CSA SEDAR+ Information Session (December 7, 2022)
(December 7, 2022)
(February 8, 2024)
(February 1, 2024)
Operationalizing T+1 - Pulse survey findings
(November 7, 2023)
(November 7, 2023)
IFIC Webinar Presentation - 2023 IFIC and Pollara Canadian Mutual Fund and ETF Investor Survey (October 17, 2023)
(October 17, 2023)
(October 17, 2023)
Digital Transformation
(May 31, 2023)
(May 31, 2023)
New SRO Update
(May 30, 2023)
(May 30, 2023)
FHSA and Privacy Operational Impacts Update
(May 30, 2023)
(May 30, 2023)
Fundserv and T+1 Update
(May 29, 2023)
(May 29, 2023)
IFIC Webinar on 2022 Investment Funds Report (February 14, 2023)
(February 14, 2023)
(February 14, 2023)
2022
Webinar Presentation – CSA SEDAR+ Information Session (December 7, 2022)
(December 7, 2022)
(December 7, 2022)