Registration - In-house Organization

CFFiM Canadian Forum for Financial Markets / FCMFI Forum Canadien des Marchés Financiers / Laura Paglia, President and CEO

Registration Information

In-house Organization name: CFFiM Canadian Forum for Financial Markets / FCMFI Forum Canadien des Marchés Financiers
Previous in-house organization names
Responsible Officer Name: Laura Paglia, President and CEO
Responsible Officer Change History
Initial registration start date: 2006-04-28
Registration status: Active
Registration Number: 949725-12909

Associated Communications

Total Number of Communication Reports: 80

Monthly communication reports in the last 6 months: 4

Version 65 of 74 (2024-05-01 to 2024-07-15)

Registration versions:

Version 65 of 74 (2024-05-01 to 2024-07-15)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Budget, Consumer Issues, Financial Institutions, Industry, Taxation and Finance	Communicating about anti-money laundering issues, tax issues, and tax incentives as they apply to financial services firms and investors.	Policies or Program
Budget, Consumer Issues, Financial Institutions, Industry, Taxation and Finance	Communicating about anti-money laundering issues, tax issues, and tax incentives in legislative proposals as they apply to financial services firms and investors.	Legislative Proposal, Bill or Resolution
Consumer Issues, Economic Development, Financial Institutions, Industry, Taxation and Finance	Communicating on issues before the Canadian Fixed-Income Forum, including a proposal to address failed settlement of repo transactions.	Policies or Program
Consumer Issues, Financial Institutions, Industry, Taxation and Finance	Implementation of the tax-free First Home Savings Account (FHSA).	Policies or Program
Budget, Consumer Issues, Economic Development, Financial Institutions, Industry, Privacy and Access to Information, Small Business, Taxation and Finance, Telecommunications	Open Banking - to stay informed and/or provide industry perspectives on Canada's Open Banking Implementation Plan	Policies or Program
Consumer Issues, Financial Institutions, Industry, Pensions, Taxation and Finance	Retirement savings: Advocating improvements to existing registered savings plans in Canada - Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Tax-Free Savings Accounts (TFSAs), Pooled Registered Pension Plans (PRPPs) and First Home Savings Account (FHSA).	Policies or Program

Communication Techniques

Written communication
Oral communication

Government Institutions

Bank of Canada
Canada Deposit Insurance Corporation (CDIC)
Canada Mortgage and Housing Corporation (CMHC)
Canada Revenue Agency (CRA)
Canadian Radio-television and Telecommunications Commission (CRTC)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
House of Commons
Infrastructure Canada (INFC)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Prime Minister's Office (PMO)
Senate of Canada

In-house Organization Details

Description of the organization's activities

The IIAC is the independent, constructive, and informed voice of investment firms that provide products and services to retail and institutional investors in Canada. The IIAC engages with government and regulators, on members’ behalf, to ensure healthy, growing, and compliant markets for investors.

Responsible officer name and position during the period of this registration

Laura Paglia, President and CEO

Organization's membership or classes of membership

The IIAC membership is comprised of investment firms that provide products and services to Canadian retail and institutional investors.

Government funding

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

In-house Organization Contact Information

Address:
TD West Tower, 100 Wellington St. W
Suite 1910, PO Box 173
Toronto, ON M5K 1H6
Canada

Telephone number: 437-329-8858

Lobbyists Details

Employees who lobby for the organization

Tina Kremmidas, Managing Director | No public offices held
Liz Ng, General Counsel | No public offices held
Laura Paglia, President and CEO | No public offices held

CFFiM Canadian Forum for Financial Markets/FCMFI Forum Canadien des Marchés Financiers

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

Name	From	To
CFFiM Canadian Forum for Financial Markets/FCMFI Forum Canadien des Marchés Financiers	2025-06-16	current
Investment Industry Association of Canada	2008-08-11	2025-06-16

The following names have been used before July 2, 2008

Investment Industry Association of Canada
Canadian Securities Dealers Association (operating as IDA - Industry Association)

CFFiM Canadian Forum for Financial Markets / FCMFI Forum Canadien des Marchés Financiers

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Laura Paglia	2021-08-01	Current
Ian Russell	2006-04-28	2021-08-01

Date Modified:: 2025-12-10

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Registration - In-house Organization

CFFiM Canadian Forum for Financial Markets / FCMFI Forum Canadien des Marchés Financiers / Laura Paglia, President and CEO

Registration Information

Associated Communications

Version 65 of 74 (2024-05-01 to 2024-07-15)

Version 65 of 74 (2024-05-01 to 2024-07-15)

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