We are thrilled to announce the highly anticipated 2024 Private Capital Markets Association of Canada (PCMA) Conference, taking place in the vibrant city of Toronto on April 23rd and 24th. Hosted at prestigious OMNI King Edward Hotel in the heart of Canada's financial capital, this premier event promises to be an unforgettable gathering for industry professionals, thought leaders, and stakeholders across the private capital markets spectrum.

Event Highlights:

• Dynamic Keynotes: Gain insights from renowned keynote speakers who are at the forefront of driving innovation and shaping the future of private capital markets in Canada and beyond.

• Interactive Panels: Engage in stimulating discussions and debates led by experts on topics ranging from regulatory updates and market trends to investment strategies and emerging opportunities.

• Networking Opportunities: Connect with industry peers, forge new partnerships, and expand your professional network during dedicated networking breaks, receptions, and social events.

• Exhibition Showcase: Explore a curated exhibition featuring leading service providers, technology innovators, and solution providers offering cutting-edge tools and resources to support your business objectives.

Why Attend:

The 2024 PCMA Conference is your gateway to staying ahead of the curve in the dynamic landscape of private capital markets. Whether you're a seasoned industry veteran or a newcomer looking to make your mark, this event offers unparalleled opportunities for learning, networking, and professional development.

Date and Location:

• Dates:
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• April 23rd Welcome Reception at Elephant & Castle
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• April 24th PCMA Conference - OMNI King Edward Hotel
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• REVIEW SPONSORSHIP OPPORTUNITIES
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• Registration:

Mark your calendars and secure your spot today for the 2024 PCMA Conference. Early bird registration is now open, so don't miss your chance to be part of this premier gathering of private capital markets professionals in Canada.

Join us in Toronto as we come together to explore new horizons, forge valuable connections, and chart the course for the future of private capital markets in Canada. We look forward to welcoming you to this landmark event!

For more information and to register, visit PCMA's official registration site.

The PCMA Announces Election of New Chair

and Expanded Board of Directors

Toronto, ON - April 28, 2023 - The Private Capital Markets Association of Canada (PCMA) is pleased to announce David Gilkes was elected as its new Chair. David is the President & Founder of North Star Compliance & Regulatory Solutions Inc., a regulatory consulting firm located in Toronto, Ontario. The PCMA believes a diversified board provides broad-based industry representation and helps to represent its various constituencies and enable it to navigate the rapidly changing landscape of the private capital markets in Canada.

The newly elected Directors are:

• Geoff Bennett, President of Bennett Brown Capital Partners (Halifax, NS)

• Cory Clapperton, CCO & Managing Director, Liahona Capital Inc. (Barrie, ON)

• Alixe Cormick, Founder & Principal, Venture Law Corporation (Vancouver, BC)

• Alexandre Guilbeault, Dealing Representative, Pinnacle Wealth Brokers Inc. (Drummondville, QC)

• Elroy Gust, President & CEO, Newlook Capital (Burlington, ON)

• Susan Han, Partner, WeirFoulds LLP (Toronto, ON)

• Ray Kindiak, former Commissioner and board member, Ontario Securities Commission (Toronto, ON)
  

The Executive Committee of the PCMA (David Gilkes, Brian Koscak, Nadine Milne) are delighted these experienced and qualified professionals are part of the PCMA's board of directors. The PCMA is confident they will bring fresh perspectives, ideas, and energy to the Association, enabling it to serve the interests of its members.

The new members join the following 12 board members which were re-elected at the PCMA Annual General and Special Meeting held on February 7, 2023:

• Nancy Bacon, Managing Director, Chase Alternatives (Calgary, AB)

• Matthew Boulton, EVP, AMUR Financial Capital (Vancouver, BC)

• Richard Carlton, CEO, Canadian Securities Exchange (Toronto, ON)

• Spencer Coupland, COO, Partner & General Counsel, ICM Asset Management (Calgary, AB)

• Phil du Heaume, Lawyer, (Edmonton, AB)

• David Gilkes, President & Founder, North Star Compliance & Regulatory Solutions Inc. (Toronto, ON)

• Neil Hutton, Partner, McLeod Law (Calgary, AB)

• Brian Koscak, Lawyer, (Toronto, ON)

• Christopher Kozub, General Counsel, Greybrook Securities Inc. (Toronto, ON)

• Nadine Milne, Chief Compliance Officer, Portland Investment Counsel Inc. (Burlington, ON)

• Steve Warden, Partner, MNP LLP (Toronto, ON)

• Ameeta Vijay, Chief Financial Officer & Chief Compliance Officer, SVX (Toronto, ON)

About Private Capital Markets Association of Canada

Since 2002, the Private Capital Markets Association of Canada (PCMA) has brought together exempt market dealers, exempt market product issuers, and professional advisers to the private capital market. The PCMA is the national industry voice for the private capital markets to securities regulators, government agencies, media, and other sectors of the capital markets. The PCMA provides valuable services and benefits to its members, including: regulatory and compliance resources, opportunities for professional development and industry education, exclusive insurance programs, and access to a network of private capital markets professionals from coast to coast. In 2012, the PCMA launched The Private Capital Market Awards - the first and only national industry awards celebrating the success stories of our private capital markets professionals. For more information, visit: www.pcmacanada.com.

For more information, please contact:
Natalie Reynolds
Membership and Operations Manager
info@pcmacanada.com  
1.877.363.3632

For Immediate Release:
The PCMA Responds to ON GOV BUDGET Re: Overhaul of OSC

For Immediate Release: The PCMA Responds to CSA Re: Modernization Taskforce Final Report

Craig has always demonstrated leadership, commitment and dedication to this organization and to the private capital markets.  With these unprecedent and challenging times, I am excited to have Craig lead the charge in shaping and reinventing the PCMA for the future.- Tommy Baltzis, PCMA Chair

TORONTO - The Ontario Securities Commission (OSC) announced today the membership of the Registrant Advisory Committee (RAC) for the 2021-2022 term.  READ MORE

The PCMA is here to help you and your business! 

1. Latest COVID-19 Updates
2. Support for Small Businesses
3. Upcoming PCMA Virtual Events 

Please contact PCMA Executive Director, Georgina Blanas for immediate assistance

Email: georgina.blanas@pcmacanada.com

Phone: 416-301-2677

Canada Emergency Wage Subsidy:

• A 75% wage subsidy available for businesses, big and small, that are not publicly funded and have seen a 30% or more decline in gross revenues. That includes everything from bars and restaurants, to charities and non-profits. Applications will soon open through CRA.

Canada Emergency Response Benefit:

• Providing $2,000 a month for the next 4 months to workers who lose their income as a result of COVID-19. It doesn’t matter whether you worked full time, on contract, or were self-employed – you qualify. And as announced on April 15, Canadians who are earning less than $1000/month, were expecting seasonal work that now isn't coming because of COVID-19, and those who have exhausted their EI benefits since January 1st, 2020 also qualify. Get all the details and apply for the benefit here.

Guaranteed loans available to support businesses of all sizes:

• If your business is struggling with cash flow due to COVID-19, the Liberal government is working to help you access credit more easily.
  Find out how you can access these loans here.

$2 billion to support diagnostic testing, and purchase ventilators and personal protective equipment:

• Personal protective equipment includes things like more masks and face shields, gowns, and hand sanitizer.

$275 million to quickly mobilize Canadian researchers and life sciences companies:

• To support large-scale efforts towards medical countermeasures to combat COVID-19, including potential vaccines and treatments.

New funding and measures to support our most vulnerable people and communities:

• Including crucial funding for Canadians experiencing homelessness, children and young people, and seniors impacted by COVID-19.

And much more. See more updates here.

The additions to the executive and director board were made to provide further regional representation, development opportunities and to ensure strength and continuity of the PCMA leadership.

 The newly elected roles of executive are:

• PCMA Chair, Tommy Baltzis, CEO & President, WhiteHaven Securities (Laval, PQ)

• PCMA Co-Vice-Chair, David S. Brown, Partner, WeirFoulds LLP (Toronto, Ontario)

• PCMA Co-Vice-Chair, Craig Skauge, President & CEO, Olympia Trust Company (Calgary, Alberta)

• PCMA Executive Member, David Gilkes, President, North Star Compliance and Regulatory Solutions Inc. (Burlington, Ontario)

• PCMA Executive Member, Georgina Blanas, Executive Director (Toronto, Ontario)

• PCMA Executive Member-at-Large, Co-Chair, PCMA Advisory Committee, Phil du Heaume, Independent Legal Consultant (Edmonton, Alberta)

• PCMA Executive Member-at-Large, Co-Chair, PCMA Advisory Committee, Brian Koscak, President, CCO and General Counsel Pinnacle Wealth Brokers Inc. (Calgary, Alberta)

Click  HERE  for the full press release

https://www.assettv.ca/video/masterclass-2019-federal-budget

PCMA Chair, Frank Laferriere will be presenting at an OSC Roundtable on Reducing Regulatory Burden, March 27, 2019.  Laferriere is on Panel 1: Defining Burden – a discussion of regulatory burden and its impact.  In this panel, key market participants and industry associations will share their knowledge and insight about the regulatory burden in the capital markets.

Roundtable on Reducing Regulatory Burden
March 27, 2019 @ 1:00 PM - 4:30 PM

The first public roundtable will consider regulatory burden and its impact, how to measure, set priorities and maximize the impact of burden reduction initiatives, and high-level themes important to burden reduction that emerged in the comment period. Remarks by the Ontario Minister of Finance, the Honourable Vic Fedeli will also be included.

The event will also be available as a video webcast, as well as a teleconference. (audio-only). The event access link and conference call details will be available here as of March 20, 2019.

Please find the link to the March 27^th Agenda website, with closing speaker, Hon. Vic Fedeli, Minister of Finance, along with the opportunity for you to register if you would like to attend in person or via teleconference.

Click here to read the PCMA Comment letter OSC Burden Reduction.

Click here to read the draft OSC agenda with PCMA Laferriere 

If you have additional questions please reach out to:

Georgina Blanas
Executive Director, Vice Chair
Private Capital Markets Association of Canada
c: 416-301-2677
http://www.pcmacanada.com/
The national industry magazine, Private Capital Markets (PCM) 

http://mediaedgedigital.com/supplierinsights/pcma/the-pcma-announces-new-chair-and-the-election-of-3-new-vice-chairs-and-directors

PCMA Chair Doug Bedard sets the record straight on private capital markets! Listen to the interview on Danielle Smith radio show that took place on Friday Aug 24, 770CHQR Global News Calgary.

CLICK TO LISTEN HERE

BACKGROUND

CSA has published for comment, reforms to put clients’ interests first and indicate policy decision on embedded commissions.
The PCMA invites your comments on these Proposed Amendments to National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.

- URGENT! Click here for the templates that the PCMA have prepared for you to comment on various issues in the CSA's proposed amendments so that we can incorporate them into the PCMA's comment letter. Please follow the instructions contained on the first page and return your completed templates to the PCMA by August 3, 2018 to info@pcmacanada.com.

Webinar recording on the topic is available to the PCMA members here.

Your input is valuable! We thank you in advance for making a difference for our industry!

Click the link below to see the educational, informational and networking opportunities planned for you, our members, register and join us!

REGISTER HERE

You are invited to bring your comments and feedback on Tuesday, May 15th!

Click here for more information.

The PCMA  is pleased to announce COMPUTERSHARE as our

TITLE SPONSOR for this year's

"Celebrating One Industry Voice" and 7th Annual Conference,

"Setting the Pace for the Private Capital Markets"

April 11th - 12th, 2018

Arcadian Court, Toronto

In the private capital space, Computershare provides complete account administration and technology solutions to exempt market dealers and private capital investors.

Neil Carnell, Director, Broker Products at Computershare says, “Computershare is proud to support the PCMA in their mission as the national voice of exempt market participants in Canada. We are also focused on supporting private capital market participants with an integrated suite of solutions that fully meet the record-keeping, account administration and communications needs of EMDs, DRs, issuers and investors, helping them meet their evolving business needs as the industry grows and changes.”

And to Computershare’s point, PCMA creates opportunities to bring together the unique issues of our private capital markets into a single forum. The PCMA Conference is the ultimate opportunity to provide access to the top industry leaders and regulators and to bring forward the ideas and opportunities that will grow and transform the private capital markets. We are delighted that Computershare will have a strong and powerful presence at the PCMA 2018 Conference, “Setting the Pace for the Private Capital Markets.” Please visit www.pcmacanada.com for all the exciting details!

WHO SHOULD ATTEND?  Entrepreneurs, disruptors, tech innovators, exempt market dealers, private capital issuers and companies, legal, accounting, and compliance advisers, private equity and venture capital funds, investment advisers and regulators.

Please join us on April 12th at the Arcadian Court to interact with leading experts on a range of topics dedicated to helping you grow your business, navigate complex regulatory issues and prepare for the private capital markets opportunities on the horizon.

About Computershare Limited (CPU)
Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. It also specializes in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.

Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations use Computershare to streamline and maximize the value of relationships with their investors, employees, creditors and customers.

Computershare is represented in all major financial markets and has over 16,000 employees worldwide.
For more information, visit www.computershare.com

MNP TAX UPDATE
Brought to You by

2018 Federal Budget Announcement brought to you by MNP

On Honourable Bill Morneau, Minister of Finance tabled the Government’s third budget on February 27, 2018. Highlights of Budget 2018 include:

 - New passive investment rules.
 - No changes to personal or corporate tax rates, however, the Budget confirmed the federal small business rate will be reduced to 10 percent in 2018 and 9 percent in 2019.
 - The government will proceed with the proposed income splitting measures announced on December 13, 2017.
 - Deficit spending.

For more insight into what the changes are and the impact to your business, please read our

2018 Federal Budget Summary.

READ THE PRESS RELEASE ON NEMA PCMA MERGER HERE

The exciting news got picked up by a several news agencies around the country. Please read them below:

NEWSWIRE.CA

INVESTMENT EXECUTIVE

ADVISOR.CA

WEALTH PROFESSIONAL

We invite you to view the digital fall/winter edition of the PCM magazine, “Awards Edition” with a PCMA AGM special insert HERE