News & Events
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, participate in a plenary session with the heads of the four organizations, and attend educational breakout sessions.
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Opening Remarks
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To read the opening remarks and view the presentation slides, click here.
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Plenary Sessions
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Panelists:
David Agnew, Ombudsman, OBSI
Larry Waite, President & CEO, MFDA
David Wilson, Chair & CEO, OSC
Susan Wolburgh Jenah, President & CEO, IDA
To read a transcript of the plenary question and answer session, click here.
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Breakout Sessions
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To view the presentation slides, click on the links below.
Choosing an advisor: Getting helpful information
Getting help with your investment complaint
Understanding investment products and risks
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Report
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To read the report on the 2007 Investor Forum, click here.
