Insights and resources
Explore our initiatives, submissions, research, and statistics—resources that provide insight, evidence, and practical solutions to help shape Canada’s investment industry and inform investors, market participants, and policymakers.
Newsletter
In Brief (November 9, 2026)
Published on:
November 9, 2026
Provided in:
EN
News release
SIMA backs CIRO’s incorporated approval person proposal, calls for flexibility on team ownership
Published on:
November 6, 2026
Provided in:
EN
Submission
CIRO’s approved-person compensation model
Published on:
November 6, 2026
Topic:
Regulatory reform
Provided in:
EN
SIMA supports CIRO’s proposed Incorporated Approved Person compensation model because it would help create a more level playing field for advisor compensation while preserving client service, succession planning, and operational flexibility through team-based advisory businesses.
Newsletter
In Brief (November 2, 2026)
Published on:
November 2, 2026
Provided in:
EN
Voluntary industry frameworks and information
PAD information and sample form of PAD/PAC agreement
Published on:
October 29, 2026
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Error corrections and adjustments voluntary industry framework
Published on:
October 29, 2026
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Cybersecurity information
Published on:
October 29, 2026
Topic:
Fraud/scams
Provided in:
EN
Updated August 2026
News release
SIMA and Pollara investor survey shows professional advice continues to play a central role in how Canadians invest
Published on:
October 27, 2026
Topic:
Investor insights
Provided in:
EN
Research report
2026 Survey of Canadian Investors
Published on:
October 27, 2026
Topic:
Investor insights
Provided in:
EN
Infographic
2026 Survey of Canadian Investors – Infographic
Published on:
October 27, 2026
Topic:
Investor insights
Provided in:
EN
Newsletter
In Brief (October 26, 2026)
Published on:
October 26, 2026
Provided in:
EN
News release
SIMA urges greater financing flexibility for Canadian public companies
Published on:
October 21, 2026
Topic:
Regulators
Regulatory reform
Provided in:
EN
Explore SIMA’s 2025 Year in Review
Empowering Canada’s investment industry.