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The Prudent Practices for Investment Stewards and Investment Advisors ( Canada Edition) handbook features the same Practices and Criteria as the U.S. editions of the handbooks for Investment Stewards and Investment Advisors, but with Canada-specific legal substantiations and text.

All twenty-one Practices are substantiated by legislation and case law from:

• Pension Benefits Standards Act, 1985
• Pension Benefits Act ( Ontario )
• Trustee Act ( Ontario )

Each of the other common law provinces in Canada has enacted its own Pension Benefits Act and Trustee Act. For simplicity, only the relevant provisions from the Pension Benefits Act ( Ontario ) and Trustee Act ( Ontario ) are cited. To view a chart of the comparable statutory provisions, see the Provincial Tables of Concordance .

Prudent Practices for Investment Stewards and Investment Advisors (Canada Edition) was co-produced in association with the Canadian Task Force:

• Sean O’Hara, AIFA
• Carlos Panksep
• Lance Novak

Legal substantiations were provided by Gowling Lafleur Henderson LLP.

For more information regarding this handbook or training opportunities in Canada, please contact us.