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The “Client Relationship Model” (CRM) is a series of initiatives that touch on every aspect of the relationship between investors and participants (including dealers and advisors) in the investment industry.


To better understand the attitudes and opinions of Canadian mutual fund holders, the Investment Funds Institute of Canada (IFIC) commissioned independent research firm Pollara to conduct a national study.


According to a report authored by the Conference Board of Canada, the financial services industry accounts for 780,000 jobs or 6.8% of Canada’s gross domestic product (GDP). While Toronto is Canada’s largest financial hub, there are employment opportunities throughout Canada.