Other Documents

2016

CRM2 Spotlight: Considerations for Dealers

2015

Dealer Checklist: CRM2 – 2015 Requirements (updated November 2015)

Outlines new information that dealers must include on clients’ account statements as of December 31, 2015, and provides insights and practical information to help dealers meet these requirement.

2015 Operations Day Agenda

2015 Annual Conference Agenda

Investor Education Award

Investor Education Awards Program 2015

Unclaimed Financial Assets - Changes to Form BD-81.5-V, Statement Concerning Unclaimed Property (March 12, 2015)

2014

Ontario Ministry of Finance Comfort Letter regarding the Ontario Surtax

Relief for Mutual Fund Trusts Residing in Ontario

CFIQ Board of Governors 2014-2015 (August 18, 2014)

TCR podcast featuring Arnie Hochman, David Lewis and Steve Braugiroux. Watch it now!

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

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