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.
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
SIMA Monthly Investment Fund Statistics – September 2026
In Brief (October 19, 2026)
In Brief (October 13, 2026)
A conversation with ICI’s Eric Pan
We get insights from Eric Pan, President and CEO of the Investment Company Institute (ICI) in the U.S. and Chair of the International Investment Funds Association (IIFA), about e-delivery, regulatory modernization, the GROWTH Act, and access to private markets.
Explore SIMA’s 2025 Year in Review
Empowering Canada’s investment industry.
Connect with and learn from industry experts
SIMA events deliver actionable insights on operational challenges, policy initiatives, and strategic opportunities shaping Canada’s investment funds sector.
2026 SIMA Annual Leadership Conference
Join hundreds of senior professionals from across the country to exchange ideas, explore emerging trends and gain insights from renowned experts and leaders.