WAIS 2016 Canada Sponsors


KPMG's Financial Services Practice consists of more than 600 experienced professionals across Canada. With access to one of the largest global industry networks we offer customized, industry-focused Audit, Tax, and Advisory services. Our Financial Services teams have the experience, technical skills and industry focus to help clients address and overcome sector-specific business challenges. We help to clarify the issues and enhance competitive advantage.

Our Financial Services practice comprises four areas of focus:
• Banking
• Asset Management & Alternative Investments
• Insurance
• Investment Dealers
KPMG’s dedicated and results oriented approach can see you through your toughest business challenges. With our dynamic portfolio, we can help our clients realize their potential.


CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.

The NEO Exchange is a new Canadian stock exchange using a bold new blueprint that puts investors, businesses looking to raise capital and dealers first. Launched in March 2015, the Exchange currently offers an innovative trading venue, a value added listing venue for companies and investment products, and a fund distribution platform that was the first to enable platform traded funds (PTFs).


The Bermuda Business Development Agency (BDA) encourages direct investment and helps international companies start up, re-locate or expand their business in Bermuda. An independent, public-private partnership, we connect prospective business to industry professionals, regulatory officials, and key contacts in the Bermuda government to facilitate jurisdictional decision-making. Daily flights between Bermuda and gateway cities, and the Island’s location between North America and Europe makes it an ideal base for companies serving global markets. Bermuda is a top-tier international financial centre, thanks to its highly respected reputation, business-friendly regulation, tax-neutral status, political stability, sophisticated infrastructure, world-class workforce and access to capital, legal, audit, banking and IT service-providers. Notably, Bermuda is a leader on global tax-transparency and compliance issues, currently holding multi-lateral treaties with 83 G20 nations and tax information exchange agreements (TIEAs) with 41 countries, including the US, UK and Canada. The BDA welcomes those who invest in Bermuda. Our Concierge team works closely with you to get your business off the ground quickly and make doing business in Bermuda beneficial and straightforward. To learn more about Bermuda as a blue-chip financial centre or connect with a BDA representative, go to our website, www.bda.bm.


We connect the Canadian investment management industry, ensuring every trade is processed timely, accurately and securely. Our goal at Fundserv is to reduce time, cost and risk while improving the ease of doing business, so that our clients can focus on what matters most to their business. We take pride in our model of delivering high quality products that can be accessed by all within the industry. Parallel that with a unique cost recovery model where our clients can share in the savings we generate each year which is a value proposition that can’t be matched by any firm.
Our commitment to the industry goes beyond the solutions we deliver and is exemplified through our history and our future of being the trusted source to the industry. We don’t take this for granted and continue to focus on building solutions that enhance our value through reliability, innovation and thought leadership.
Established in 1993, Fundserv is a private Canadian corporation.

IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).


CAF Canada is a registered Canadian charity that makes it easy, reliable and tax effective for Canadians to give both internationally and domestically, in full compliance with Canadian law. CAF Canada enables Canadians to make a difference anywhere in the world.
CAF Canada ensures that international philanthropic donations qualify for tax receipts by meeting all CRA standards. In addition, CAF Canada works closely with donors to fulfill their philanthropic wishes.
As a member of the CAF Global Alliance spanning six continents, CAF Canada offers a full suite of solutions for all international philanthropic needs. We can help craft a cohesive Corporate Social Responsibility program, work with a foundation to identify and direct its philanthropic goals or connect a charity to Canadian donors.
Our vision is for a more globally engaged Canadian donor community, and to carry out this vision, we have established partnerships with a diverse set of NGOs worldwide. In close collaboration with each organization, CAF Canada funds and oversees the implementation of distinct projects that are consistent with our permitted areas of charitable activity.
For a personal discussion about your philanthropic objectives, contact CAF Canada Director, Howard English by e-mailing howard@cafcanada.ca or calling 416.274.8461.

Computershare Trust Company of Canada provides Dealing Representatives, Exempt Market Dealers, Private Issuers and their clients with all-inclusive trustee, record keeping and account administration services for exempt market securities held in registered and non-registered accounts. We are a federally regulated trust company acting in all jurisdictions in Canada, providing competitive account fees and more economical access to the exempt market. Click here to learn more.

Crowdmatrix delivers new opportunities for private, accredited investors to invest in high-potential Canadian startups. In the first half of 2016, just over $1 billion of venture capital was invested into private technology companies in Canada. Traditionally, the only way for individual investors to participate in this asset class was to write a large cheque to participate as a limited partner in a venture fund. Given that the largest public companies by market cap are no longer GE, Exxon or Walmart, but in 2016 are Apple, Alphabet (Google), Microsoft, Amazon and Facebook, investors may be missing out on high growth opportunities.
Our online platform connects accredited investors looking to diversify their portfolios with startups seeking growth capital. We allow individual investors to invest directly into private startups alongside and on the same terms as professional angel and venture capital investors. We are a registered exempt market dealer in multiple Canadian provinces, and have vetted and work closely with issuers raising on our platform. Go to www.crowdmatrix.co today to find out more.

Founded in 1987 Fundata began by collecting and distributing investment fund pricing to local newspapers and businesses.
Over the past two decades Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.
In all areas of our business, from raw data feeds to hosted web solutions, our goal is to develop strong, long term client relationships and to become a trusted business partner for our clients.
In addition to our commitment to delivering the most timely and accurate information possible, we are committed to being a flexible and reliable business partner.
Today, Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labelled, Fundata’s team of professionals can customized either solution to client specifications.

Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were $2.97 trillion CAD as of March 31, 2016.


Webcasting to over 400,000 advisers, pension funds, consultants, family offices, endowments and wealth managers. Our video library at www.asset.tv is available to investment professionals in the US, UK, Europe and Asia. The asset.tv video library is directly linked to some of the biggest and best financial websites around the world, including Barclays Stockbrokers, FE analytics and Reuters. Asset TV Canada www.asset.tv is the home of helpful pension and investment videos for professional Canadian investors. To bring the experts to your screen, we have invited leading wealth managers and investment companies to produce and share their videos for Asset TV.

Visionary Access is a curated investor and business development network with a focus on matching our members to create relevant, meaningful introductions. Visionary is bringing our matching expertise to the WAIS conferences to enhance the experience for each event attendee and sponsor.
The Visionary system identifies business relationships sought, and arranges mutually qualified meetings pre, during, and post event. Our Event Access Survey requests registrants to offer information about their company and who they are seeking at the conference. This is free to all attendees.
There will also be the opportunity to take advantage of Visionary's Supported Access during the conference. Attendees who fill out the Event Access Survey will be matched and introduced to Supported Access attendees mutually seeking their connection. Attendees who simply fill out the Event Access Survey will be informed of the existence of other attendee matches when a Supported Access Attendee, who is a relevant match, requests an introduction.

Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.
Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.

Canadian Hedge Watch is an educational organization whose mission is to promote the alternative investments industry in Canada and provide informational access to the Canadian marketplace through our website, seminars, forums, conferences, research and analytical tools, the HedgeWatch Monthly Report and our Hedge Fund Quarterly Industry Report.

ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its Regulators and its advisers.
Founded in 2012 by ETF and ETP strategists, Deborah Fuhr, Shane Kelly, CFA and Matthew Murray, ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings.
ETFGI LLP leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis. We offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
We offer a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
We provide thought leadership on industry trends, participate in forums globally and are at the forefront of developments in this rapidly evolving space.
ETFGI partner Deborah Fuhr is one of the industries leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our partnership associates and trusted industry partners we collaborate with, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.

Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659-1700.

Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals. Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news. IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com.

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