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The Voice of Canada’s Investment Funds Industry

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2018

2018 Year in Review

2018 Annual Leadership Conference Agenda

Best-practice Checklist

This is a checklist of best practices advisors can implement to help make their offices or meeting spaces more accommodating for elderly clients.

Video Transcript: Elder-friendly Practices

Investment Fund IFRS Toolkit (July 2018)

Amended the document to delete references to various accounting standards which are no longer applicable

Video Transcript: Understanding Capacity and Decision-making

Video Transcript: Dealing with Elder Abuse

Industry Questions to CRA and CRA Responses to Industry Questions (June 2018)

Marriage Break-Down Transfer Form (June 2018)

Advisor Insights: Global Regulatory Developments in Investor Protection

Check out IFIC’s 2023 Investment Funds Report

Infographic: Responsible Investing in Canada: A Snapshot

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2018

Check out IFIC’s 2023 Investment Funds Report

Infographic: Responsible Investing in Canada: A Snapshot