Subject Matter Experts

Subject Matter Experts

If you are looking for commentary, IIAC senior staff have demonstrated areas of expertise across a broad range of investment industry related subject matters.

Media inquiries:
Michael Gotzamanis
Manager of Communications
mgotzamanis@iiac.ca
416.687.5475

Canadian Taxation (including GST / HST)

Jack Rando

Capital Markets (Debt / Equity / Derivatives)

Jack Rando
Richard Morin

Client Relationship Model (CRM)

Michelle Alexander
Adrian Walrath

Compliance

Michelle Alexander
Susan Copland

Cross-Border

Michelle Alexander

Equity Trading

Susan Copland

FATCA

Andrea Taylor

Fixed Income Central Counterparty and Netting Utility

Jack Rando

Government Relations / Budget

Ian Russell
Andrea Taylor
Richard Morin

Institutional Boutiques

Susan Copland

Insurance

Michelle Alexander

International Developments and Issues

Ian Russell
Michelle Alexander

Multiple Marketplaces

Susan Copland

Quebec (Regional)

Ian Russell
Richard Morin

Retail Business

Michelle Alexander
Richard Morin

Retirement Savings / Pension Reform

Andrea Taylor

Single Regulator

Ian Russell
Michelle Alexander
Richard Morin

Small Dealers / Introducers

Susan Copland

U.S Taxation / Qualified Intermediaries (including FATCA)

Andrea Taylor

Western Canada (Regional)

Susan Copland