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1:10 p.m. – 2:10 p.m.
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Topic 1: Capping or standardizing trailing commissions
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Rob Strickland, Fidelity Investments Canada ULC
Neil Gross, Component Strategies Consulting
Warren Collier, Blackrock Asset Management Canada Limited
Scott Findlay, Independent Financial Brokers of Canada
Nicole Lee, RBC Global Asset Management Inc.
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2:10 p.m. – 3:10 p.m.
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Topic 2: Discontinuing, or implementing additional standards for the use of the deferred sales charge purchase option
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Barry McInerney, Mackenzie Investments
John Adams, PFSL Investments Canada Ltd.
Marian Passmore, Canadian Foundation for Advancement of Investor Rights (FAIR)
Sonny Goldstein, Goldstein Financial
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3:30 p.m. – 4:30 p.m.
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Topic 3: Enhancements to disclosure and choice for investors
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Paul Bourque, Investment Funds Institute of Canada (IFIC)
Sandra Kegie, Federation of Mutual Fund Dealers
Duane Green, Franklin Templeton Investments Canada
Dan Hallett, HighView Asset Management Ltd.
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