Canada: BLG Pairs Up With Investment Executive And Client Insights
Last Updated: November 9 2016

Toronto (October 31, 2016) — Borden Ladner Gervais LLP (BLG) is pleased to join efforts with Investment Executive and Dan Richards, CEO at Client Insights, to develop a series of six comprehensive videos featuring Rebecca Cowdery and Lynn McGrade, partners in BLG's Toronto office, on "targeted reforms" proposed by the Candian securities regulators for the regulation of registrants.

The proposed "targeted reforms" include a best interest standard, as well as enhancements to existing requirements for "know your client" and assessing suitability, managing conflicts of interest, restricting titles and designations, and "know your product". The six video links are available on the webpage of BLG's Investment Management Group. For more insights on these proposed reforms, you can read BLG's client bulletin and comment letter to the CSA.

Rebecca Cowdery practises securities law, focusing on the compliance, regulatory and governance issues facing participants in the investment management industry, including fund managers, portfolio managers and dealers.

Lynn McGrade is the Toronto regional leader of the Investment Management Group and chair of the firm's Women's Leadership Development Committee. She practises securities law, specializing in issues relating to the investment management industry.

Both Rebecca and Lynn are frequent speakers at industry and BLG-sponsored events, and are also authors and editors of BLG publications, including comment letters to the securities regulators, on topics of interest to Canada's investment management industry.

About Investment Executive

Investment Executive (IE) is Canada's national newspaper for financial services industry professionals. Launched in 1989, Investment Executive is published 16 times a year and reaches more than 120,000 financial advisors and managers. No other financial media has the depth of IE. The brand has gained the respect of its readers by offering intelligent, informed coverage of the financial services industry and by providing insightful information for advisors on topics as diverse as mutual funds, investment research, technology, estate planning, tax, building relationships with clients and developing products and services for the client of the future.

About Dan Richards

For over 25 years, Dan Richards's top-rated talks have helped financial advisors around the world move their businesses forward. Dan is especially known for his ability to engage audiences and to help participants translate fresh perspectives and practical insights into concrete action. Dan's column in Investment Executive has appeared every month since 1991. In the last four years, eight of his articles have ranked in Horsesmouth's annual "Member's Choice Top 10," more than any other contributor. Dan holds an MBA from the Harvard Business School and is an award-winning faculty member in the MBA program at the University of Toronto.

About Borden Ladner Gervais LLP

Borden Ladner Gervais LLP (BLG) is a leading, national, full-service Canadian law firm focusing on business law, commercial litigation and arbitration, and intellectual property solutions for our clients. BLG is one of the country's largest law firms with more than 725 lawyers, intellectual property agents and other professionals in five cities across Canada. We assist clients with their legal needs, from major litigation to financing to trademark and patent registration.

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