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It’s A Great Time To Be An Independent Wealth Management Dealer
Jeff HarvieDone
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CSA Perspective
David CheopDone
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Leading Edge of Regulation
David Di PaoloDone
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Breakfast
Done
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M.C. Introduction
William (Bill) DoneganDone
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Lunch
Done
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Essential Insights for Estate Planning Management
Barbara AmsdenDone
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Canadian and Global Innovation 2024-2025
Brian PasalichDone
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Keynote address
Kendra ThompsonDone
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Cocktails!
Done
Paul Bourque is the recently retired President and CEO of The Investment Funds Institute of Canada, a post he held from July 2016 until December 2022. Immediately prior to joining IFIC, Paul served as the Executive Director of the British Columbia Securities Commission for six years.
Prior to that Paul was an Associate Partner with Deloitte Inc. leading the national securities and regulatory investigation practice.
Prior to joining Deloitte, Paul held senior positions with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada.
In addition to his experience as a securities regulator, Paul was a special prosecutor, Director, Criminal Appeals and Criminal Law Policy, and Deputy Attorney General and Deputy Minister of Justice with the Alberta Department of Justice.
Paul is currently a member of the Independent Review Committee of Vanguard Investments Canada Inc. and a Senior Fellow of the C.D. Howe Institute.
Paul is a member of the Law Society of British Columbia and the Law Society of Upper Canada.
Recent research: The Good, the Bad and the Unnecessary: A Scorecard for Financial Regulations in Canada
Join us for an insightful session delving into the rich history and unparalleled global significance of the Mutual Fund Dealers Association (MFDA). Discover how the MFDA has played a pivotal role in revolutionizing the landscape of financial planning and products in Canada, bringing comprehensive financial services to Canadians from coast to coast, at a level far greater than seen across the OECD. Gain a deeper understanding of the MFDA channels unique position in shaping the financial industry and empowering individuals to achieve their financial goals. This session promises to provide valuable insights into the MFDA's journey and its enduring impact on the financial well-being of Canadians nationwide, and into the future.
