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The Voice of Canada’s Investment Funds Industry

Speeches + Presentations


2018
Presentation: Dealing with Elder Abuse

This presentation shares insights to help advisors meet the special needs and concerns of aging investors and understand how aging investors can become vulnerable to neglect or abuse.

(June 25, 2018)


2017
Operations Working Group Update
(November 17, 2017)

Taxation Update
(November 17, 2017)

E-Signature Update
(November 17, 2017)

Dealer Operations Panel
(November 17, 2017)

Blockchain and What Operations Needs to Know
(November 17, 2017)