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 About Us

CIPC Board.jpg


Current members of the CIPC include:

Simon Filteau, CFA, (Chair) Montréal, Quebec
Kenrick Ohid, CIPM, (Vice Chair) Toronto, Ontario
Benjamin Banyai, CIPM, CFA, (Secretary) Toronto, Ontario
Paul Boaden, CFA, CIPM, Toronto, Ontario
Patrick Fontaine, CIPM, Montréal, Quebec
Isabelle Henri, CFA, CIPM, FRM, Montréal, Quebec
Vivian Hu, CFA, Victoria, British Columbia
Steve Khairy, CFA, CIPM, CIM, Montréal, Quebec
Lawrence Li, CFA, CIPM, Vancouver, British Columbia
Jaclyn Moody, Toronto, Ontario
Emil Vassenine, CIPM, Toronto, Ontario

Read Full Bios

 Reporting Structure

The CIPC reports to the CFA Societies Canada Board of Directors.
The Board of CFA Societies Canada in turn designates the CFA Societies Canada Executive Committee.

The CFA Societies Canada Executive Committee is responsible for:
•    overseeing and approving governance of Canadian Investment Performance Council (CIPC) and other committees or councils approved by the Board;
•    approving the admission of members of CIPC and other committees or councils approved by the Board;
•    recommending and overseeing budgets of CIPC and other committees or councils approved by the Board; and
•    recommending national communication items, to Member Societies of CFA Institute in Canada.

Board members of CFA Societies Canada are encouraged to observe all CIPC meetings/ conference calls and join meetings in their respective cities.

 Global Investment Performance Standards (GIPS)

What are the GIPS standards?

The Global Investment Performance Standards (GIPS®) provide an ethical framework for the calculation and presentation of the investment performance history of an investment management firm. Investment management firms that comply with the GIPS standards allow clients, prospective clients, and consultants the best opportunity to fairly evaluate their past performance.

Who established the GIPS standards?

The GIPS standards were created and are administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA)® and Certificate in Investment Performance Measurement (CIPM)® designations.

Organizations in nearly 40 countries sponsor and promote the Global Investment Performance Standards.

The GIPS standards provide:

  • Firms with an ability to compete globally
  • Investors with the ability to make comparisons

Folder: CIPC Minutes
GIPS Resources.pdf