Évènements

Évènements

REGISTER NOW: Take Your Kids to the IIAC Day – November 6, 2013

  Take Your Kids to the IIAC Day – November 6, 2013 The IIAC is pleased to be participating in this year’s Take Your Kids to Work Day on November 6, 2013.   The IIAC’s Toronto office will be hosting two workshops – one in the morning and another in the afternoon – to educate students about Canada’s […]

Member-Only Industry A.M. – CRM Reporting Roundtable: November 26, 2013

Sponsored by CRM Reporting Roundtable: The Devil is in the Details Time:   8:30 – 9:00 a.m.     Registration & Breakfast            9:00 – 10:30 a.m.   Presentation The fourth and final part of the CSA’s Client Relationship Model (CRM), published in late March 2013: • Mandates performance reporting; • Expands cost disclosures; and […]

SPACE IS LIMITED. REGISTER NOW: IIAC-IIROC CRM2 Conference – Montreal – Apr 24 2014

         IIAC-IIROC CRM ConferenceApril 24, 2014, MontrealSaint-James Club, 1145 Union Avenue, Montreal, QC H3B 3C2  NEW – This is seminar is eligible for 1-1/2 CE credits CRM 2 The July 15, 2014, deadline for implementation of the Client Relationship Model Phase 2 (CRM2) is fast approaching. Other major changes will take effect in […]

REGISTER NOW: Strategy Institute’s 7th Annual Registrant Regulation Conduct & Compliance Event – Apr 29-30 2014

Strategy Institute’s 7th Annual Registrant Regulation Conduct & Compliance Event Date: Apr 29-30, 2014Location: Trump Tower & Hotel, 325 Bay Street, Toronto, ON Hear directly from the regulators. Get your firm ready for regulatory changes.  Gain perspectives from provincial regulators on issues such as compliance, CRM and fiduciary duty. Learn to utilize technology solutions to […]

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