Tools
Account transfers
Tune in to learn about CIRO's proposal to modernize Canada’s account-transfer system.
Education partnership
IFSE Institute, SIMA’s educational arm, closed permanently on June 30, 2025. In our ongoing commitment to support financial education, we are proud to partner with the Canadian Securities Institute (CSI) and SeeWhy Learning (SWL) to offer access to financial services industry courses.
SIMA Quarterly Snapshot
Key policy, advocacy, and research developments from the last quarter at a glance<br><br>Q2 2026 March – May
What can Canada learn from the U.K. investment industry?
We catch up with Chris Cummings, Chief Executive of the Investment Association in the U.K., as he prepares to step down from this role after 10 years to mine Chris’s expertise.
Investment funds IFRS accounting standards toolkit
Revised to reflect IFRS 18 and other ancillary updates (May 19, 2026)
Are finfluencers the future of advice?
We talk to an accredited financial content creator about the rise of finfluencers, SIMA’s latest research, the shifting landscape of financial influence, and how advisors can get onboard.
CSA’s consultation on liquidity risk management (LRM) for investment funds
Our first episode puts a spotlight on the CSA’s liquidity risk management (LRM) consultation for investment funds.
Total Cost Reporting – Myths and facts – PDF
Total Cost Reporting – Myths and facts – Word
Sales practices frequently asked questions
(July 2019 | Last Update of Questions 52 and 70 December 2025)
Correction notice – Navigating Total Cost Reporting with case scenarios and expert insights – Rebate Q and A
Total Cost Reporting – Frequently asked questions – Word
Explore SIMA’s 2025 Year in Review
Empowering Canada’s investment industry.
Connect with and learn from industry experts
SIMA events deliver actionable insights on operational challenges, policy initiatives, and strategic opportunities shaping Canada’s investment funds sector.
2026 SIMA Annual Leadership Conference
Join hundreds of senior professionals from across the country to exchange ideas, explore emerging trends and gain insights from renowned experts and leaders.