Investor Forum
On October 24th, 2007, the Investment Dealers Association of Canada (IDA), the Mutual Fund Dealers Association of Canada (MFDA) and the Ombudsman for Banking and Investment Services (OBSI) and the Ontario Securities Commission (OSC) hosted an Investor Forum. The Forum provided an opportunity for investors to learn about recent initiatives, attend educational breakout sessions and participate in a plenary session with the heads of the four organizations.
Click here to read the report on the proceedings of the 2007 Investor Forum, including appendices.
Click here to launch the audiocast and read the speakers’ remarks.
To read the opening remarks and presentation slides, click here.
To read a transcript of the plenary question and answer session, click here.
Plenary panelists:
David Agnew, Ombudsman, OBSI
Larry Waite, President & CEO, MFDA
David Wilson, Chair & CEO, OSC
Susan Wolburgh Jenah, President & CEO, IDA
To read the presentation slides, click on the links below.
Choosing an advisor: Getting helpful information - in PDF
Getting help with your investment complaint - in PDF
Understanding investment products and risks
To learn more about the 2005 Investor Town Hall, click here.
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