IR Magazine

IR Magazine Investor Perception Seminar
Canada 2017

Thursday, February 2, 2017

Toronto Board of Trade, Toronto, Canada

About the event

wttYou’ve attended the IR Magazine Awards ‒ Canada in the past or examined the Investor Perception Study  Canada to benchmark your company against others in the market. The next step is to gain insights you can use to get your company onto the stage next year. The IR Magazine Investor Perception Seminar  Canada takes place on the morning of the awards to discuss IR trends and best practices with your peers.

Attend our seminars to take what you learn back to your company and develop a clear plan for managing shareholder and analyst communications. Use actionable insights to demonstrate the tangible value that effective IR can bring to your company. And who knows, your company might just walk away with an award!

What makes our format so unique?

In this highly interactive seminar, you will be able to participate in three panel discussions with other IROs from across Canada. Review the most significant issues you face as an IR professional in Canada, and learn how others are planning to overcome them. The seminar is participant-driven and highly focused.

Industry leaders will introduce each topic before participants break out into small roundtable groups to discuss the issues. Each session concludes with a room-wide discussion. Switching tables at the start of each session ensures maximum opportunity to interact and network with all participants.

Who attended?

Attendees were leading IR practitioners, many of whom have been highlighted in our IR Magazine Awards research over the years. Here are some of the companies that attended the 2017 event:

Attendee Title Attendee Company Attendee Title Attendee Company
Account executive Broadridge Manager, Investor Relations Canadian Tire Corporation
Analyst Manulife Financial Manager, IR & Corporate Development Denison Mines
Analyst Royal Bank of Canada Manager, IR Primero Mining Corp.
Analyst, IR CN Managing Director Newsy Communications
Associate Royal Bank of Canada Portfolio manager for Canadian equities Guardian Capital
Communications Coordinator DHX Media President Craib Design & Communications
Corporate Development & IR Aecon Group President & CEO CIRI
Digital editor IR Magazine Principal Wyatt Strategic Communications
Dir. Corporate Finance & IR Tricon Capital Principal LodeRock Advisors
Director IR New Gold Sales and Marketing Manager ELITE Connect – London Stock Exchange
Director of analytical services Ipreo Senior Analyst, Investor Relations TD Bank Group
Director of IR Corbin Perception Senior Communications Strategist Craib Design & Communications
Director of Marketing, IR Linamar Corporation Senior Director Royal Bank of Canada
Director, Corporate Planning & IR Veresen Senior Director Royal Bank of Canada
Director, Investor Relations Vermilion Energy Senior director of IR CIBC
Director, Investor Relations MDA Senior economist TD Bank
Director, Investor Relations Excellon Resources Senior Investor Relations Advisor Enbridge
Director, Investor Relations Stantec Senior Manager, Investor Relations CN
Director, Investor Relations BMO Senior Vice President, Business Development Corbin Perception
Director, Investor Relations Hydro One Sr. Associate Investor Relations Lundin Mining
Director, Investor Relations Keyera SVP, Investor Relations Aimia Inc.
Director, Investor Relations Fortis Vice President Laurel Hill Advisory Group
Director, IR & Corp Comms ISC Vice President Laurel Hill Advisory Group
Director, IR & Corporate Development Denison Mines VP & director of institutional equity research TD Securities
Director, IR DHX Media Vice president and portfolio manager Mackenzie Investments
Director, IR & Corp Comms Pure Technologies Vice president of corporate development and IR Aecon Group
EVP, Corporate Services OTC Markets Vice president of international corporate services OTC Markets
Executive VP, Communication Strategy Kingsdale Advisors Vice president of investor relations Fortis
Founder & Head of research IR Magazine Vice president of investor relations Alamos Gold
Investor Relations Loblaw Companies Vice President, Investor Relations Altus Group
Investor Relations Mcewen Mining Vice President, IR and Corp Comms WSP Global
Investor Relations Golden Star Resources VP, IR and Corporate Communications ARC Resources
Investor Relations Advisor Element Fleet Vice President, Operations Kingsdale Advisors
Investor Relations Manager Fortis VP Investor Relations Suncor Energy
IR Associate Detour Gold VP Treasury and IR Metro
Manager Royal Bank of Canada VP, Business Development DF King / CST Trust Company
Manager Investor Relations TD Bank Group VP, Corporate Access TD Bank
Manager, Communications Altus Group VP, Investor Relations Loblaw Companies
Manager, Investor Relations Eastmain Resources VP, Investor Relations Sunlife Financial

Exclusive event app

Have you downloaded our event app yet? View the full list of think tank attendees, exchange messages and set-up meetings ahead of the event using our dedicated app, downloadable from the Apple and Google Play App stores.

Download app

It delivers a full digital event experience for delegates including:

  Agenda information and locations   Delegate list (visible only to those attending the event)
  Speaker bios and downloads   Delegate-to-delegate messaging
  Social media content streams   LinkedIn integrations to attach profiles
  Sponsor pages and contacts   Location services and maps


Click on the session title for more information. View agenda as PDF>

  • 07:45 AM
    Breakfast and registration

  • 08:45 AM
    Welcome and opening remarks

    Laurie Havelock, editor and podcaster, IR Magazine
    Yvette Lokker, president & CEO, CIRI

  • 09:00 AM
    Macroeconomic briefing: Year in review & looking into 2017

    • The outlook for the US economy following the election of Donald Trump
    • How US policies could impact economic growth and interest rates
    • What Trump’s approach could mean for investor sentiment and asset allocation
    • Key investment themes heading into 2017

    Leslie Preston, senior economist, TD Bank

  • 09:30 AM
    Doing more with less: Strategies for continued success

    • High-impact targeting – finding the right methodology, attracting foreign investment, using brokers
    • Overcoming resource constraints – dealing with the expanding role of IR
    • Prioritizing the team’s time – what to stop doing, what adds value, budget best practice
    • Attracting the C-suite’s attention – internal communications to secure more buy-in and resources

    Chris King, vice president of international corporate services, OTC Markets
    Kelly Perry, sales and marketing manager for primary markets, ELITE Connect
    Justin Vieira, director of analytical services, Ipreo

  • 10:30 AM
    Refreshment break

  • 10:45 AM
    Investor intelligence: Q&A with the buy side and sell side

    • Navigating your way through key investment centers, which pool of investors to focus on
    • Developments on the buy side – what are the top questions from investors facing issuers in Canada?
    • Disclosure, access, guidance – what the buy side likes (and what it doesn’t)
    • How the changing dynamics of paid research and corporate access will pan out
    • How to make the most of sell-side relationships for conferences and non-deal roadshows

    Sam Baldwin, portfolio manager for Canadian equities, Guardian Capital
    Janet Craig, vice president of investor relations, Fortis
    Linda Ezergailis, vice president and director of institutional equity research, TD Securities
    Wincy Wong, vice president and portfolio manager, Mackenzie Investments

  • 11:45 AM
    Spotlight: Best practice from IR Magazine Awards nominees and winners

    • Practical insights from a practitioner on key IR issues – what makes for good IR?
    • How do top-rated IROs spend their time? What has proven effective?
    • How can IR efforts be measured? Discuss strategies, benchmarking tools and effective KPIs
    • Monitoring shareholder changes from time to time – providing value with the bigger picture in mind

    Adam Borgatti, vice president of corporate development and investor relations, Aecon Group
    Alice Dunning, senior director of investor relations, CIBC
    Scott Parsons, vice president of investor relations, Alamos Gold
    Moderator: Theodore O’Neill, director of investor relations, Corbin Perception

  • 12:30 PM
    Lunch and learn: Panel discussion on measuring IR effectiveness

    Isabelle Adjahi, vice president of IR and corporate communications, WSP Global
    Karen Keyes, senior vice president of investor relations, Aimia

  • 13:00 PM
    Lunch & learn: Dissect topical issues over an extended lunch – choose your topic from below

    • Guidance: what are investors looking for? What does your industry provide? Theodore O’Neill, Corbin Perception
    • Accessing US investors: becoming more visible and more tradable Chris King, OTC Markets
    • Targeting investors for unique and evolving company investment stories Justin Vieira, Ipreo
  • 13:30 PM
    Event concludes

  • 18:00 PM
    IR Magazine Awards - Canada 2017

    Awards ceremony and dinner at The Carlu, Toronto. IR Magazine rewards IR excellence. Join us for an evening of celebration. View details and book seats here

Welcome to IRspace

A new social network for IR professionals! Connect with your peers via private messaging and groups, share ideas and know-how in the community forum, read all the latest IR news and download IR resources from the extensive, free knowledge base. Site features include:

Networking: Network with your peers by searching based on their sector, market cap, location and role, or look for individuals by their name or company. Connect with other members via private messaging and open or private groups.

Share knowledge and ideas: IRspace’s professionally moderated community forum will allow members to post queries and discussion topics and receive answers from a community of global IROs. This provides an opportunity for members to compare best practices and promote their own blog posts and thought leadership. Members can post queries anonymously or as themselves.

Knowledge base: The site contains an extensive, free and searchable knowledge base, granting IROs access to white papers, strategy and planning guides, research reports, investor perception studies and webinar recordings, as well as all the latest news and articles in the world of IR.

Apply now for free membership>



IR Magazine Awards - Canada

IR Magazine Awards - Europe

For the past 25 years, the IR Magazine Awards have honored excellence in investor relations around the world. On Thursday, February 2, 2017, Toronto once again hosted the annual IR Magazine Awards ‒ Canada, an internationally renowned event that looks at the very best the IR community has to offer across the whole of Canada.

We celebrated the success of those individuals and companies that are leading the way in the IR community in 2017.

View the IR awards website here for more information>


The 2017 IPS was held at:

Toronto Region Board of Trade
First Canadian Place
4th Floor
Toronto, ON
M5X 1B5