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2026
Insights to Impact Podcast - What can Canada learn from the U.K. investment industry?

2026 SIMA-Fundserv Golf Classic - Tournament Guide (June 2, 2026)

Investment Funds IFRS Accounting Standards Toolkit (May 2026)

Revised to reflect IFRS 18 and other ancillary updates (May 19, 2026)


Insights to Impact Podcast Transcript - Are finfluencers the future of advice?

The new face of financial crime webinar - Resources (March 31, 2026)

Policy to Practice Podcast Transcript - CSA’s consultation on liquidity risk management (LRM) for investment funds


2025
Year in Review

Sales Practices Frequently Asked Questions (July 2019 | Last Update of Questions 52 and 70 December 2025)

The purpose of this Sales Practices FAQ is to provide guidance regarding sales practices and compensation arrangements permitted under NI 81-105, the Companion Policy to NI 81-105 (“81-105CP") and other guidance from Canadian Securities Administrators (CSA) and Ontario Securities Commission (OSC) staff, in addition to providing clarification of activities, whether permitted or restricted, that are outlined in NI 81-105 and 81-105CP.


Correction Notice - Navigating Total Cost Reporting with Case Scenarios and Expert Insights - Rebate Q and A

Canada’s Retirement Puzzle: Why Private Savings Must be at the Centre of Reform – Summary