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  • IIAC Member Firms and Advisors: A Cut Above | IIAC
    Letter from the President Key Issues Successes Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog March 17 2014 IIAC Member Firms and Advisors A Cut Above There is plenty of evidence that the overwhelming majority of Canadian investors have a high degree of confidence in their investment advisor Beyond helping clients identify their long term liabilities and develop an appropriate asset allocation IAs manage necessary portfolio adjustments based on prevailing market conditions They also determine the savings levels needed to achieve clients goals and provide invaluable assistance on hedging their risks as well as planning for retirement and the eventual distribution of their estate IAs can also help clients manage their emotional response to the normal ups and downs experienced by different asset classes in their portfolio Helping clients on these fronts and integrating them into an effective plan is the true value add of an effective IA Michelle Alexander Vice President and Corporate Secretary the Investment Industry Association of Canada IIAC will be in Halifax on Thursday May 8 2014 to raise awareness that not all IAs are created equal Because IIAC

    Original URL path: http://iiac.ca/iiac-member-firms-and-advisors-a-cut-above/ (2016-02-14)
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  • Continuing Education | IIAC
    Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search Tag Archives Continuing education CFA Institute s Claritas Investment Certificate CFA Institute s Claritas Investment Certificate If you re an industry professional working with investment decision makers in functions such as operations administration IT HR marketing sales compliance or customer service consider working towards the Claritas Investment Certificate Launched last year by the globally respected CFA Institute the new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector Tagged CFA Institute Claritas Continuing education Comments Off on CFA Institute s Claritas Investment Certificate IIAC Member Firms and Advisors A Cut Above IIAC Member Firms and Advisors A Cut Above There is plenty of evidence that the overwhelming majority of Canadian investors have a high degree of confidence in their investment advisor Beyond helping clients identify their long term liabilities and develop an appropriate asset allocation IAs manage necessary portfolio adjustments based on prevailing market conditions They also determine the savings levels needed to achieve clients goals and provide invaluable assistance

    Original URL path: http://iiac.ca/tag/continuing-education/ (2016-02-14)
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  • Value Of Advice | IIAC
    Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Home Member Login Contact Us About the IIAC Who We Are Board of Directors President CEO Subject Matter Experts IIAC Committees Working Groups IIAC Member Firms IIAC Affiliates Industry Job Board Advocacy Submissions Letters Letter from the President Key Issues Successes Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search Tag Archives Value of advice IIAC Member Firms and Advisors A Cut Above IIAC Member Firms and Advisors A Cut Above There is plenty of evidence that the overwhelming majority of Canadian investors have a high degree of confidence in their investment advisor Beyond helping clients identify their long term liabilities and develop an appropriate asset allocation IAs manage necessary portfolio adjustments based on prevailing market conditions They also determine the savings levels needed to achieve clients goals and provide invaluable assistance on hedging their risks as well as planning for retirement and the eventual distribution of their estate IAs can also help clients manage their emotional response to the normal ups and downs experienced by different asset classes in their Continue reading Tagged Continuing education Events Michelle Alexander

    Original URL path: http://iiac.ca/tag/value-of-advice/ (2016-02-14)
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  • Regulatory Map of Canada | IIAC
    Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Home Member Login Contact Us About the IIAC Who We Are Board of Directors President CEO Subject Matter Experts IIAC Committees Working Groups IIAC Member Firms IIAC Affiliates Industry Job Board Advocacy Submissions Letters Letter from the President Key Issues Successes Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog April 8 2015 Regulatory Map of Canada Regulation of Canada s investment industry is well confusing to put it mildly CIFP has created an easy to use interactive map aimed at simplifying the layers and layers of regulatory oversight in this country All users have to do is click on a province or territory and a drop down menu appears with a hyperlinked list of regulators in each region There s also an option to click on the Canadian flag for a list of the oversight bodies at the national level Although this is straightforward navigating the map is yet another reminder of why Canada needs a cooperative securities regulator Read more in the IIAC s appropriately entitled Why the Cooperative Regulator is Better Tweet Tagged

    Original URL path: http://iiac.ca/12343/ (2016-02-14)
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  • This Week in Financial History | IIAC
    Job Board Advocacy Submissions Letters Letter from the President Key Issues Successes Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog April 6 2015 This Week in Financial History For the Week of April 6 2015 April 6 1851 The Canadian postal service is transferred from British control and sets a uniform postal rate of 3 pence a letter April 9 1987 The Supreme Court of Canada rules that the right to strike is not guaranteed by the constitution 1869 In England Hudson Bay Company shareholders accept the terms of Rupert s Land Act of 1868 and the company cedes its territory to Canada April 10 1990 The House of Commons passes the Goods and Services Tax bill by a vote of 144 to 114 ending nine months of bitter wrangling 1912 The federal government appoints a Board of Grain Commission and gives it a mandate to inspect and regulate the grain trade April 11 1983 Statistics Canada reports Canada s unemployment rate in March stands at 13 6 or 1 658 000 unemployed This is a new record April 12 1988 The federal

    Original URL path: http://iiac.ca/this-week-in-financial-history-9/ (2016-02-14)
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  • This Week in Financial History | IIAC
    Home Member Login Contact Us About the IIAC Who We Are Board of Directors President CEO Subject Matter Experts IIAC Committees Working Groups IIAC Member Firms IIAC Affiliates Industry Job Board Advocacy Submissions Letters Letter from the President Key Issues Successes Activity Updates Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog March 31 2015 This Week in Financial History For the week of March 30 March 30 1872 The first issue of The Mail is published it later becomes part of The Globe and Mail March 31 1937 The Toronto Stock Exchange closes at 193 6 up 200 since 1932 1831 Montreal is incorporated as a city April 1 1976 The federal government raises the federal minimum wage to 2 90 per hour April 2 1968 Montreal Mayor Jean Drapeau creates Canada s first modern lottery to help pay down the 250 million deficit from Expo 67 1965 The provinces agree on the Canada Pension Plan 1931 The Toronto and Montreal Stock Exchanges make joint ticker arrangements April 3 1968 Ottawa removes restrictions on selling gold purchased by the Royal Mint from Canadian producers Source

    Original URL path: http://iiac.ca/this-week-in-financial-history-8/ (2016-02-14)
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  • This Week in Financial History | IIAC
    Member Support Cybersecurity Resource Centre CRM2 Resource Centre Industry Data Publications Public Advisories Institutional Trade Matching Tools Member Benefits Member Kit Members Only Small Dealers Overview Ian Russell on SAID Advocacy SAID Successes Publications Industry Data Tools SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog March 16 2015 This Week in Financial History For the week of March 16 March 16 1967 Quebec raises its provincial sales taxes from 6 to 8 to supplement family allowances This becomes the highest sales tax in Canada 1977 Quebec Finance Minister Jacques Parizeau abolishes the province s Anti Inflation Board 1990 Prime Minister Brian Mulroney signs 10 bilateral agreements with Mexico and discusses free trade with President Carlos Salinas de Gortari March 17 1577 Martin Frobisher gets a commission from the Cathay Company to hunt for gold in the Arctic He later returns with tons of worthless pyrites which are dumped as street ballast in London giving rise to the legend that the streets of London were paved with gold 1964 The federal government introduces the Canada Pension Plan Bill in the House of Commons 1987 The House of Commons passes a motion supporting free trade with the US The motion is opposed by the Liberals and NDP March 19 1941 Canada and the U S sign a pact to build the St Lawrence Seaway

    Original URL path: http://iiac.ca/this-week-in-financial-history-7/ (2016-02-14)
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  • This Week in Financial History: For the week of March 9 | IIAC
    SAID Committee Meeting Minutes Centres of Higher Learning Media Coverage SAID Events Investors Newsroom Subject Matter Experts News Releases Op Eds The IIAC in the News Blog eNewsletter Speeches Upcoming Presentations Videos Canada s Investment Industry Faces Did You Know Logos Media Kit Social Media Policy Events Upcoming Events Webinars IIAC Investment Industry Hall of Fame IIAC Top Under 40 Award Take Our Kids to Work Day Compliance and Operations Symposium Small and Independent Dealers Symposium Cybersecurity Symposium Sponsorship Opportunities Hall of Fame Search IIAC Blog March 9 2015 This Week in Financial History For the week of March 9 March 9 1824 Canada formally adopts the patent system 1855 First Great Western Railway locomotive crosses the 255 metre Niagara Falls suspension bridge to the U S giving Ontario direct rail connection to the state of New York This is the world s first wire cable suspension bridge it was built across the Gorge from 1851 55 by engineer John Roebling who later built the Brooklyn Bridge 1951 The House of Commons approves incorporation of TransCanada Pipelines to build 5 000 km natural gas pipeline from Alberta to Quebec March 10 1865 In Quebec City the assembly of Canada votes 91 33 to proceed with Confederation 1876 In Boston Alexander Graham Bell makes the first successful test of his new invention the telephone a month after patenting the device He transmits the first intelligible conversation by telling his assistant Come here Watson I need you 1966 The federal government begins drafting guidelines for American subsidiaries operating in Canada March 11 1935 The Bank of Canada starts operations under Governor Graham Towers who has mandated the Bank to issue currency and regulate money supply and begin service as a government owned central bank March 13 1927 Canada s old age pension

    Original URL path: http://iiac.ca/this-week-in-financial-history-for-the-week-of-march-9/ (2016-02-14)
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