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 About Us

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Top Row, Left to Right: Michael Thom, CFA, Jaclyn Moody, Isabelle Henri, CIPM, CFA, Hope Celani, CIPM, Steve Khairy, CIPM, CFA, CIM, Patrick Fontaine, CIPM. 
Bottom Row, Left to Right: Paul Boaden, CIPM, CFA, Benjamin Banyai, CIPM, CFA, Simon Filteau, CFA, Kenrick Ohid, CIPM, Emil Vassenine, CIPM, CFA. 

 Roster

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
Sean Kulik, CPA, CA, CFA, CAIA, Ottawa, Ontario
Lawrence Li, CFA, CIPM, Vancouver, British Columbia
Jaclyn Moody, Toronto, Ontario
Matthew Swan, CFA, 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:
•    Oversight of the Canadian Advocacy Council (CAC), Canadian Investment Performance Council (CIPC) and any other committees or councils approved by the Board (including functions such as budget and member approval as per the respective committee governance documents);
•    Oversight of organizational communications programs
•    Such other authority and responsibility as the Board may determine, from time to time.

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

  
  
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