June 2017

Safeguarding Access to Financial Advice for Canada's Middle Class

11:30am-1:30pm | Fairmont Royal York - 100 Front Street West, Toronto

Canadians purchase more mutual funds per capita than any other country in the OECD and are among the world’s highest users of financial advice. This uniquely Canadian success story - the result of public policy and competitive market forces, has made access to advice and investment opportunities available to even the most modest investors. This easy access to investments and advice has translated into better financial security and confidence for those who use advisors versus those who don’t.   But there are storm clouds on the horizon as policy makers and regulators consider bringing in transformational changes that may make financial advice unaffordable or worse - unavailable, for many modest investors.

Join Paul C. Bourque, Q.C., President and CEO of The Investment Funds Institute of Canada, to explore why Canadian policy makers are thinking about travelling a road not taken by the majority of global regulators and how the proposed changes would alter the landscape for retirement saving here at home - followed by a fireside chat with veteran television journalist and chairman of Global Public Affairs, Tom Clark.

- Interested in sponsoring this event? Email lapointe@economicclub.ca for available opportunities -

- Lunch will be served -

Member price:
Individual seat: $89 +HST
Table (seats 10): $800 +HST

Regular price:
Individual seat: $110 +HST
Table (seats 10): $990 +HST

- For information about accessibility, please email lapointe@economicclub.ca
- Dietary restriction notes and meal requests must be submitted to lapointe@economicclub.ca by Monday, June 12, 2017

Safeguarding Access to Financial Advice for Canada's Middle Class

Paul C. Bourque

President & CEO
The Investment Funds Institute of Canada

Paul C. Bourque

Paul Bourque is president and CEO of The Investment Funds Institute of Canada, a post he has held since July 2016. 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 a member of the Law Society of British Columbia and the Law Society of Upper Canada.

Tom Clark

Chairman, Global Public Affairs
Television Journalist

Tom Clark

Veteran broadcaster Tom Clark is one of Canada’s most recognized and respected journalists. For more than 40 years, he witnessed and helped us understand major news events as they unfolded in Canada and around the world. At home he has interviewed every prime minister since Lester B. Pearson and covered every federal election campaign since 1974.

Tom spent much of his career travelling the world, reporting from 33 countries, including six active war zones. He was one of a handful of journalists who made it into Belgrade to witness the bombing of Yugoslavia. He was in Berlin the night the wall came down, in Moscow’s Red Square when the hammer and sickle was lowered for the last time, and in Tiananmen Square the night the Chinese army attacked.

In 2016, Tom was recognized with a Lifetime Achievement award by the Radio Television and Digital News Association. Tom retired as Global Television’s chief political correspondent and host of The West Block in January 2017 and was named chairman of Global Public Affairs that same month.

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