2024 IIAC Annual General Meeting
Advisor Demographics – The Future of Wealth Advisory
Date: 09/26/2024 Registration & Breakfast: 8:30 am EDT Session Start Time: 9:00 am EDT Session End Time: 10:30 am EDT Location: 100 Wellington Street West, Suite 1910, Toronto ON (A hybrid option will be available for those outside Toronto) Tickets: Complimentary for IIAC Members; $99 for Non-Members. Questions?: email publicaffairs_affairespubliques@iiac.ca Description With the contribution […]
Navigating the Intersection of Privacy and AI, Cybersecurity and Data Protection
Date: 10/03/2024 Registration & Lunch: 12:00 pm EDT Session Start Time: 12:30 pm EDT Session End Time: 2:00 pm EDT Location: 100 Wellington Street West, Suite 1910, Toronto ON (A hybrid option will be available for those outside Toronto) Tickets: Complimentary for IIAC Members; $99 for Non-Members. Questions?: email publicaffairs_affairespubliques@iiac.ca Description Join us October […]
Total Cost Reporting – Implementation Solutions to Maximize Your Financial Efficiency
The IIAC will be hosting a series of webinars on Total Cost Reporting implementation. This first webinar is brought to you by our Affiliate, Broadridge Financial Solutions, Inc. Date: 10/09/2024 Session Start Time: 1:00 pm EDT Session End Time: 2:00 pm EDT Location: Virtual Tickets: Complimentary for IIAC Members; $99 for Non-Members. Questions?: email […]
Bare Trust Reporting Issues for Dealers and their Clients
Date: 11/05/2024 Session Start Time: 10:30 am EST Session End Time: 11:30 am EST Location: 100 Wellington Street West, Suite 1910, Toronto ON (A hybrid option will be available for those outside Toronto) Tickets: Complimentary for IIAC Members Questions?: Email publicaffairs_affairespubliques@iiac.ca Description Exclusively for IIAC members, this session will cover the bare trust reporting […]
Next-Gen Investors: Take Our Kids to Work Day
Date: 11/06/2024 Tickets: Complimentary for IIAC Members Morning Sessions: Time: 10:00am – 12:00pm Location: 100 Wellington Street West, Suite 1910, Toronto ON Afternoon Sessions: Time: 2:00pm – 3:00pm Location: Zoom Questions? Email publicaffairs_affairespubliques@iiac.ca Description Join us on Wednesday, November 6, for an exciting and eye-opening experience during Take Our Kids to Work Day! Grade 9 […]
How Technology Is Transforming Tax Compliance Operations
Date: 11/14/2024 Registration & Breakfast: 8:30 am EST Session Start Time: 9:00 am EST Session End Time: 10:30 am EST Location: 100 Wellington Street West, Suite 1910, Toronto ON (A hybrid option will be available for those outside Toronto) Tickets: Complimentary for IIAC Members; $99 for Non-Members. Questions?: Email publicaffairs_affairespubliques@iiac.ca Description In the ever-evolving regulatory […]
FATCA/CRS Compliance & CRA Audits
Date: 01/21/2025 Registration: 1:45 pm EST Session Start Time: 2:00 pm EST Session End Time: 3:00 pm EST Location: In person @ 100 Wellington Street West, Suite 1910, Toronto ON (A hybrid option for those outside Toronto) Tickets: Complimentary for IIAC Members; $129 for Non-Members. Questions?: Email publicaffairs_affairespubliques@iiac.ca Description Presentation / Q&A Presenters Grace […]
Short Sales: Meeting A Reasonable Expectation to Settle
Date: 03/24/2025 Session Start Time: 12:00 pm EST Session End Time: 1:00 pm EST Location: Virtual This webinar will address: Key requirements Common roadblocks Practical considerations for CIRO’s Amendments to UMIR (blackline) and Guidance regarding a ‘reasonable expectation’ to settle a short sale. Moderator: Laura Paglia | President and CEO | Investment Industry […]
A New Era in AML: The Rising Tide of Enforcement
Date: 04/09/2025 Registration & Lunch: 12:00 pm EST Session Start Time: 12:30 pm EST Session End Time: 2:00 pm EST Location: 100 Wellington Street West (northeast corner Wellington St. & York St.), 19th floor, Suite 1910 (A hybrid option for those outside Toronto) The tightening of anti-money laundering (AML) regulations and increased enforcement signals a […]
