Wishing everyone a warm and jolly holiday season!
IIAC - Investment Industry Association of Canada
Financial Services
Toronto, ON 4,242 followers
Asset. Ally. Advocate.
About us
Asset. Ally. Advocate. The Investment Industry Association of Canada (IIAC) is the national association representing investment firms that provide products and services to Canadians. The IIAC represents investment firms of every type including investment and mutual fund dealers, exempt market dealers, portfolio managers and investment fund managers.
- Website
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https://iiac-accvm.ca/
External link for IIAC - Investment Industry Association of Canada
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto, ON
- Type
- Nonprofit
- Founded
- 2006
Locations
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Primary
TD West Tower
100 Wellington St West, Suite 1910
Toronto, ON M5K 1H6, CA
Employees at IIAC - Investment Industry Association of Canada
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Michael Konopaski, CPA, CFP, CIM, PhD, ICD.D
Canada's fastest, organically growing investment dealer. Independent, flat-fee dealer working with advisors and portfolio managers to create the…
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Martin Guest, B.A., LL.B., CFA, ICD.D
Seasoned financial services executive
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Philippe Girard
Founder & CEO chez Berkindale Analytics
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Laura Paglia
President and Chief Executive Officer at IIAC - Investment Industry Association of Canada
Updates
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Business tax reform is more critical than ever to spur capital investment, competition, productivity, and economic growth maintains the IIAC - Investment Industry Association of Canada in a new paper titled "Get on with Pro-Growth Business Tax Reforms". https://lnkd.in/g3KgVM_R
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"Money is one form of power. But what is more powerful is financial education. Money comes and goes, but if you have the education about how money works, you gain power over it and can begin building wealth." - Robert Kiyosaki Although Financial Literacy Month is coming to an end, the IIAC has plenty of educational resources for all ages. Check out our website for more information! Financial Literacy for Youth: https://lnkd.in/gNZGYYWF Member Resources: https://lnkd.in/dD-iER4j Industry Statistics: https://lnkd.in/g-EkzEEb Education: https://lnkd.in/dHbbtC3y #education #youth #finance #resources #events #roundtables #seminars #data #industry #investment #resources
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Congratulations to our President and CEO, Laura Paglia, for being recognized as one of this year's Top 50 Leading Women in Wealth. Laura was nominated and selected based on her professional accomplishments and contributions to the industry over the past 12 months. https://lnkd.in/e7sJMSHK #award #achivement #recognition #wealth #women #accomplishments #contributions #congrats
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"Don't cut up your credit cards, the problem is not the cards, it's the lack of financial literacy of the person holding the cards and always make the best out of a bad situation" - Robert Kiyosaki You might have heard the term credit card growing up but what exactly is it? Instead of paying with your own cash, credit cards are a plastic card you tap, swipe or insert that allows you to borrow money from the bank or an issuer for anything you want to purchase. But remember, you are required to pay back the money you borrowed in full or monthly instalments. If you are interested in more videos, check out our website: https://lnkd.in/gNZGYYWF #learning #education #budget #save #financial #literacy #tax
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IIAC - Investment Industry Association of Canada President & CEO explains the weighty challenges and David vs. Goliath battles her organization has taken on. https://lnkd.in/gq8hBscd Laura Paglia #advocacy #publicpolicy #securitiesregulation #securitieslaw #financialinstitutions #dealers #financialservices #financialmarkets #capitalmarkets #IPOs #smartregulation #privateequity #assetmanagement #exemptmarket #mutualfund #tax #advisors #AI #sustainablefinance #bluebonds #greenbonds #fixedincome Wealth Professional Canada Magazine
Inside a year of advocacy at the IIAC
wealthprofessional.ca
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“If you don’t understand the language of money, and you don’t have a bank account, then you’re just an economic slave.” - John Hope Bryant, CEO, Operation HOPE You may have heard people talk about tax season around April and wondered what the big deal is. In Canada, you must file your own tax return each year with the Canadian Revenue Agency, also known as the CRA. When you file your taxes, you report all the income and gains you made to the government. This ensures everyone is responsible for their own taxes and that everyone pays what they owe. If you are interested in more videos, check out our website: https://lnkd.in/gNZGYYWF #learning #education #budget #save #financial #literacy #tax
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“A formal education will make you a living; self-education will make you a fortune.” ― Jim Rohn When considering insurance, choosing the right insurance can be time consuming, however, it’s essential to understand what each policy covers, how much it costs, and any deductibles or limits on coverage. Compare options to find the best fit for your needs and budget. If you are interested in more videos, check out our website: https://lnkd.in/gNZGYYWF #learning #education #budget #save #financial #literacy #insurance
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Register your student in our Financial Literacy Youth Competition! The Financial Literacy Youth Competition runs across Canada for students in Grade 5 – 12. Students are provided with real life scenarios that address topics such as income, expenses, investments and financial planning and are given 2 days to prepare and submit their creative solutions. The competition takes place between November 26th at 8am ET – November 27th at 5pm ET. The winner student in each category will win a cash prize. #youth #financial #literacy #learn #competition #educate
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Join us for our first event of 2025! FATCA/CRS Compliance & CRA Audits presentation and Q&A session on January 21, 2025 at 2:00 pm ET will be led by Grace Pereira and Tony Zhang from Borden Ladner Gervais LLP. Register here: https://lnkd.in/gaRig3Vv IIAC Members will receive complimentary tickets. #event #session #learn #education #FATCA #CRS #CRA #tax #taxation