IR Magazine

IR Magazine Forum – Canada
IR trends and best practices for 2021

Monday, October 19, 2020


About the event

The IR Magazine Forum – Canada was a must-attend event for those wanting to learn about the developments within the world of investor relations. Attendees joined us virtually to take a refreshing look at targeting in the new normal, stay update to date with policy changes and get the truth about what the buy-side and sell-side really want from IR.

IR professionals from across Canada joined each other virtually to learn best practice within the context of each sector and share experiences about the latest issues impacting public companies and their investors. Our star speakers included award winners from previous years!




In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the IR Magazine Forum – Canada took place as a virtual experience.

Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to interact with speakers and have one-to-one networking in-between panel talks.

Going virtual connects our attendees to even more attendees, from the comfort of their desk.


To see detailed descriptions about the sessions please click on the titles below. VIEW AS PDF

  • 08:30 AM
    Virtual platform opens: Networking and introductions

  • 09:00 AM
    Welcome to the first virtual IR forum - Canada

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    Big picture trends: Impacts on the economy, investor sentiment and IR in 2020 going into 2021

    A short and sharp economic briefing will set the scene for the day’s discussions. Take stock of where we are right now, where we could be heading and what it means for investor relations. We will discuss the pandemic, global politics, how the Canadian economy is evolving and potential questions from the investment community for issuers in 2021.

    Brett House, deputy chief economist, Scotiabank

  • 09:45 AM
    Targeting in a virtual world: Accessing new pools of investment and increasing demand among institutional investors

    How to approach targeting in a volatile market that’s risk averse? Discuss the alternative sources of capital that are available and how IR teams can better access them in the new normal. We will explore how the pandemic has changed the investor outreach landscape, how to adapt your IR campaign, guidance, marketing strategies to engage investors, running virtual meetings effectively and getting through to generalist investors in Canada, US and Europe.

    Adam Borgatti, senior vice president of corporate development and investor relations, Aecon Group
    Clare-Marie Hill, corporate access, Fidelity Investments
    Dave Hughes, vice president of investor relations, Imperial Oil
    Moderator: Omar Khafagy, manager, corporate access, company services, TSX

  • 10:45 AM
    BREAKOUT SESSION: Strategies to engage retail investors - Strengthening your message in an evolving market

    With an unprecedented level of volatility in the market and uncertainty in the economy, it’s a challenging time to tell a consistent equity story. Public companies are encouraged to focus on their long-term value proposition, while also providing short-term operational updates. In this session, we will explore practical advice on how to adapt your communications and the digital tools available to increase engagement and ensure the market understands your story.

    Taylor Thoen, CEO and executive producer, BTV
    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 10:45 AM
    BREAKOUT SESSION: What does the growth of ESG ETFs in Canada mean for IROs?

    Pre-pandemic, ETFs remained the investment industry’s fastest growing product segment with ESG focused ETFs gaining traction. Canada had more than 30 pure-play ESG ETFs and it was primed for further growth. During this session, we will explore the impact of the Covid-19, what this means for IROs and how IR programs need to adapt.

    Margaret Dorn, senior director, ESG product strategy, S&P Dow Jones Indices
    Moderator: Andres Rincon, director of ETF strategy, TD Securities

  • 11:15 AM
    Making the absolute most of the IR budget

    With budgets shrinking and responsibilities expanding, what should IROs be focusing on in 2021? We’ll discuss budgeting best practices, the possibility of sharing services between IR teams, making site visits efficient, safe, virtual and appealing all while successfully expanding investor bases. If you are operating as a team of one, where should you put your time and money? What constitutes an impactful online IR campaign?

    Mark Chyc-Cies, vice president of strategy, planning, and IR, Gibson Energy
    Barbara Henderson, VP of corporate communications, Bear Creek Mining Corporation
    Jason Paltrowitz, director and EVP, corporate services, OTC Markets Group
    Joe Racanelli, director of IR and communications, Sherritt International Corporation
    Moderator: Ben Ashwell, editor, IR Magazine

  • 12:15 PM
    Networking break: Expand your network

    This feature works like speed dating. You will be matched 1:1 at random with another attendee and you have five minutes to decide whether you’d like to exchange contact details. It’s good fun!

  • 12:30 PM
    Q&A with the buy side and sell-side: How are investor and analyst expectations evolving going into 2021?

    As the pandemic settles in, capital markets become more global and active money continues to flow into passive funds, we ask portfolio managers and analysts how these trends impact them, and how that changes their expectations of investor relations teams. Gain insight into how analysts build their models and learn how you can better communicate your equity story with the most useful data.

    We will discuss what investors want to see in terms of reporting, short and long-term business impact of Covid-19, virtual meeting do’s and don’ts and direct corporate access requests vs. sell-side analysts.

    Karen Ko, former global equity analyst and portfolio manager
    John Morgan, senior vice president, Corbin
    Gervais Williams, head of equities, Premier Miton Group
    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 13:30 PM
    ESG best practices: Taking an integrated approach to investor expectations in the current climate

    What is the impact of Covid-19 on ESG? What are the emerging trends? This session will answer some common questions around the pandemic and misconceptions about the role of IR in the ESG ecosystem. Hear about the ESG-related drivers and challenges from both the investment side and the public company side to identify the gaps between what the markets are looking for and what public companies are communicating around ESG factors.

    Jonathon Ennis, AVP, senior analyst, Mackenzie Investments
    Marie-Josée Privyk, head of ESG innovation and customer success, Novisto
    Ian Tharp, former vice president of sustainability
    Moderator: Karoline Hunter, head of company services, TSX

  • 14:30 PM
    End of event

Key Speakers

Who attends?

Each participant is someone with an established track record and a strategic IR role within his or her company. 2019 attendees included:

Job title Attendee company Job title Attendee company
Analyst investor relations Canadian Pacific Manager – investments ESSC Manulife
CFO Metro Manager, investor relations Alimentation Couche-Tard
Communications team lead Crescent Point Energy Manager, investor relations Canadian Tire Corporation
Corporate reporting and IR manager Air Canada Manager, investor relations Eastmain Resources
Director of investor relations Charlotte’s Web Holdings Manager, investor relations Precision Drilling Corporation
Director of investor relations Supreme Cannabis Manager, investor relations Roxgold
Director of strategic communications Supreme Cannabis Manager, treasury and IR BRP
Director IFC Senior analyst Gibson Energy
Director, investor relations Home Capital Group Senior consultant, investor relations CGI
Director, investor relations Manulife Senior corporate finance analyst Gibson Energy
Director, investor relations Shopify Senior director Canopy Rivers
Director, investor relations Sobeys Senior director of IR CIBC
Director, investor relations Electrovaya Senior manager Loblaw Companies
Director, IR and communications Sherritt International Senior manager, investor relations Shopify
EVP investor relations Sagicor Financial Corporation Senior manager, investor relations Hexo Corp
Executive VP of investor and public relations CGI Senior VP, corp development and IR Aecon
Financial analyst CIBC Vice – president, corporate finance Algoma Central
Financial analyst Fortis Vice president, investor relations Altus Group
Independent director Precision Drilling Corporation Vice president, investor relations The Green Organic Dutchman
Investor and media coordinator Algoma Central Vice president, investor relations Agnico Eagle Mines
Investor relations Agnico Eagle Mines VP – strategy & investor relations Endeavour Mining
Investor relations advisor Canadian Tire Corporation VP finance Cobalt 27 Capital Corp.
Investor relations analyst Endeavour Mining VP investor relations Loblaw Companies
Investor relations analyst Kinross Gold Corporation VP investor relations & corporate Altagas Canada
Investor relations associate Detour Gold VP, investor relations and marketing Constantine Metal Resources
Investor relations manager Origin House VP, investor relations and marketing Real Matters
IR and communications specialist Algonquin Power & Utilities Corp. VP, strategy, planning & IR Gibson Energy


Request the full attendee list

Past attendees say

"Fantastic session. I felt like this was the one in twenty event where you really learn a lot."

Veresen, Director, corporate planning & investor relations

"Very good use of my time to spend 1/2 day! Panel discussions were perfect in length. Not too long. I thought it was very good. Great use of time, great venue, great panelists"

Keyera Corp, Director, investor relations

"Seminar was well attended by IROs and the sharing of ideas was great. The speakers were well prepared and the content was relevant."

Corbin, Senior vice president, business development

"Great event with interesting and informative sessions. Really appreciated the macroeconomic session. The format was good - I wouldn't change it. I like the mix of "formal" presentations and panels."

CN, Analyst, investor relations

"A good condensed and informative seminar and stronger when coupled with the Awards evening. "

ELITE Connect, Sales and marketing manager

""I find attending IR Magazine events a great way to keep my finger on the pulse of all global IR related issues as well as meeting peers and learning about new and relevant topics"."

Bristol Capital, Director investor relations and communications

"The IR Magazine Forum was a great opportunity to hear industry insiders and experts' thoughts on the topics most affecting our profession"

ARC Resources, Investor relations analyst

"As an IR professional, you will definitely want to attend the annual IR Magazine Forum. The wealth of information provided by senior IROs, analysts and others in the capital markets is invaluable to enhancing your IR program"

IR Consultant

Our partners

Partners resource library

Click on the buttons below to access the resource library for each of our event partners.


OTC Markets

Sign up for the replay

The prices are in CAD and are subject to a HST 13%. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989

Contact us

Privacy policy

IR Media Group Ltd, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.

To view our privacy policy in full, please click here.