Insights and resources
Explore our initiatives, submissions, research, and statistics—resources that provide insight, evidence, and practical solutions to help shape Canada’s investment industry and inform investors, market participants, and policymakers.
In Brief (November 2, 2026)
PAD information and sample form of PAD/PAC agreement
Error corrections and adjustments voluntary industry framework
Cybersecurity information
Updated August 2026
SIMA and Pollara investor survey shows professional advice continues to play a central role in how Canadians invest
2026 Survey of Canadian Investors
2026 Survey of Canadian Investors – Infographic
In Brief (October 26, 2026)
SIMA urges greater financing flexibility for Canadian public companies
CSA’s proposed amendments to prospectus exemptions
The proposed amendments could make it easier for public companies, particularly smaller and mid-sized issuers, to raise capital while maintaining investor protections and appropriate disclosure requirements.
CIRO’s proposed account-transfer rule amendments
This submission supports efforts to make account transfers faster, safer and more efficient for investors while ensuring implementation timelines are aligned with proven technology, operational readiness and coordinated industry participation.
SIMA supports account transfer modernization, urges technology-ready implementation
Explore SIMA’s 2025 Year in Review
Empowering Canada’s investment industry.