Registration - In-house Organization

The Investment Funds Institute of Canada / L'Institut des fonds d'investissement du Canada / Andrew Mitchell, President and Chief Executive Officer

Registration Information

In-house Organization name: The Investment Funds Institute of Canada / L'Institut des fonds d'investissement du Canada
Responsible Officer Name: Andrew Mitchell, President and Chief Executive Officer
Responsible Officer Change History
Initial registration start date: 2007-04-13
Registration status: Active
Registration Number: 953964-15115

Associated Communications

Total Number of Communication Reports: 70

Monthly communication reports in the last 6 months: 0

Version 43 of 43 (2025-03-05 to present)

Registration versions:

Version 43 of 43 (2025-03-05 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Financial Institutions	Amendments to Excise Tax Act with respect to the application of the goods and services tax and harmonized sales tax to investment funds	Legislative Proposal, Bill or Resolution
Financial Institutions	Amendments to Income Tax Act with respect to annual post-budget submissions	Legislative Proposal, Bill or Resolution
Financial Institutions	Amendments to Income Tax Act with respect to annual pre-budget submissions	Legislative Proposal, Bill or Resolution
Financial Institutions	Amendments to Income Tax Act with respect to minimum withdrawals from Registered Retirement Income Funds (RRIF) in the economic statement	Legislative Proposal, Bill or Resolution
Financial Institutions	Canadian advantage in global capital markets, policy initiatives announced in the Federal Budget or Economic statements to the extent they present new business opportunities for the investment funds industry	Policies or Program
Financial Institutions	Compliance framework for, and guidance to, investment funds industry with respect to implementation in Canada of U.S. Foreign Account Tax Compliance Act and The Organisation for Economic Co-operation and Development Common Reporting Standard.	Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
Financial Institutions	Framework for, and implementation of, Pooled Registered Pension Plans (PRPPs) as described in the federal Pooled Registered Pension Plans Act and related regulations, bills and consultation papers regarding PRPPs as an additional retirement savings option for Canadians.	Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
Financial Institutions	Pension Benefits Standards Act and its Regulations, specifically its restrictions regarding the portfolio investments permitted to be held by pension plans that are regulated under the Act.	Legislative Proposal, Bill or Resolution, Regulation
Financial Institutions	Proposals regarding Capital Markets Regulatory Authority, including framework and implementing legislation and regulations, specifically concerning the possible impact of the proposals on the investment funds industry, the national operations of our members, the capital markets of Canada and mutual fund investors.	Legislative Proposal, Bill or Resolution, Regulation, Policies or Program
Financial Institutions	Senate National Finance Committee examination of the cost of owning mutual funds for Canadians, compared to Americans	Policies or Program
Financial Institutions	Technical amendments to Income Tax Act relating to investment funds	Legislative Proposal, Bill or Resolution
Financial Institutions	The creation of a national financial literacy strategy and program, and the investment funds industry's contribution to that effort.	Policies or Program

Communication Techniques

Written communication
Oral communication

Government Institutions

Canada Revenue Agency (CRA)
Competition Tribunal (CT)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Office of the Privacy Commissioner of Canada (OPC)

In-house Organization Details

Description of the organization's activities

To serve the interests of its member organizations by acting as the voice of the investment funds industry and providing services to its members that improve the regulatory framework, improve members' knowledge and proficiency, improve operating efficiencies of members businesses, enhance investor confidence and facilitate communication among members. More specifically, IFIC represents its members before governments and their agencies; collects and disseminates statistical information about the industry; supports and sponsors educational programs for participants in the industry; and contributes to the public understanding of the investment funds industry.

Responsible officer name and position during the period of this registration

Andrew Mitchell, President and Chief Executive Officer

Organization's membership or classes of membership

The membership of The Investment Funds Institute of Canada includes corporations and firms which are Canadian Mutual Fund and ETF Managers, Canadian Mutual Fund and ETF Retail Distributors and dealers in Canadian capital markets. Interested Firms and Corporations from the Accounting and Legal Professions, and other Service Providers to the Canadian Investment Funds Industry, participate in and assist with the Institute's activities.

Government funding

No government funding was received during the last completed financial year.

In-house Organization Contact Information

Address:
333 Bay Street
Suite 2601
Toronto, ON M5H 2R2
Canada

Telephone number: 416-309-2300

Lobbyists Details

Employees who lobby for the organization

Josee Baillargeon, Senior Policy Advisor, Taxation | No public offices held
Angelique Bernabe, Director, Research (effective March 24, 2025) | No public offices held
Ian Bragg, Director, Research and Statistics | No public offices held
Aidan Coulter, Director, Member Relations | No public offices held
Pamela Egger, Senior Policy Advisor | No public offices held
Todd Evans, Vice President, Capital Markets | No public offices held
Daniela Follegot, Vice President, Asset and Wealth Management | No public offices held
Arnie Hochman, Senior Vice-President and General Counsel | No public offices held
Ed Kay, Director, Capital Markets | No public offices held
Ivan Kotchoubei, Chief Administrative Officer (effective March 31, 2025) | No public offices held
Andrew Mitchell, President and CEO | No public offices held
John Parker, Vice President, Chief Financial Officer | No public offices held
Paul Riccardi, Senior Policy Advisor | No public offices held
Petra Van Daele, Vice President Communications | No public offices held

The Investment Funds Institute of Canada/L'Institut des fonds d'investissement du Canada

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
The Investment Funds Institute of Canada/L'Institut des fonds d'investissement du Canada	2009-06-05	current

The following names have been used before July 2, 2008

The Investment Funds Institute of Canada/L'Institut des fonds d'investissement du Canada

The Investment Funds Institute of Canada / L'Institut des fonds d'investissement du Canada

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Andrew Mitchell	2023-01-16	Current
Paul Bourque	2016-07-18	2023-01-16
Joanne De Laurentiis	2007-04-13	2016-07-18

Date Modified:: 2025-03-07

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Registration - In-house Organization

The Investment Funds Institute of Canada / L'Institut des fonds d'investissement du Canada / Andrew Mitchell, President and Chief Executive Officer

Registration Information

Associated Communications

Version 43 of 43 (2025-03-05 to present)

Version 43 of 43 (2025-03-05 to present)

Subject Matter Details

Communication Techniques

Government Institutions

Description of the organization's activities

Responsible officer name and position during the period of this registration

Organization's membership or classes of membership

Government funding

In-house Organization Contact Information

Employees who lobby for the organization