Skip Navigation Links1315cdninvinst

 Canadian Investment Institute

Sunday, August 11 - Wednesday, August 14, 2013
The Fairmont Banff Springs, Banff, AB

Registration coming soon!


Taking care of plan assets and making prudent decisions are two of the most important duties you face as a plan fiduciary. The Canadian Investment Institute was established to provide the information to help you make sound decisions. Take advantage of this timely program to discuss how the issues impact the funds and participants you represent.

Session Schedule/Handouts/Speakers

Key Takeaways

  • Learn from leading-edge investment and economic professionals in Canada.
  • Choose from a unique mix of investment workshops that provide enhanced opportunities for interaction with the speakers.
  • Hear what other funds are doing and why.

Registration includes

  • Continental breakfasts
  • A welcome reception for networking

Investments Workshop for New Trustees and New Investment Committee Members

August 11, 2013—1:30-4:00 p.m.
(Requires separate registration)
This workshop is for trustees who are new to investments and also seasoned trustees looking for a review of basic concepts. If it has been a while since you participated in an investment related program, this preconference session will help you get the most out of the main conference.


Sponsorships are available at this program. For more information, please contact Ronaelle Carlson at (262) 373-7748 or, or Pamela Wu, CEBS, at (262) 373-7752 or

2013 Town Hall Meeting on Retirement Security

The International Foundation is again hosting a town hall meeting at this year's Canadian Investment Institute to bring focus to your surrounding retirement security.  The first session will feature a panel of professionals who will share their perspectives on how economics, demographics, funding issues and other factors could impact your retirement security.  The second session will be completely devoted to YOU and your questions.  Meet with your peers to share your thoughts on the challenges and opportunities that lie ahead.

Panel Facilitator: 
Emilian V. Groch, ICD.D 
David Lawson, CFA
Tristram S. Lett, M.Sc.
Gord Lewis, M.B.A.

Transportation options between Calgary International Airport and the Fairmont Banff Springs:

The Fairmont Banff Springs is serviced by Calgary International Airport (YYC) which is located 80 miles east of the hotel. The concierge at the Fairmont Banff Springs is able to make the following reservations. Contact or (403) 762-6895. Reservations are required for all services. 


Banff Airporter Shuttle
     Minicoach departs 12 times a day.
     Estimated travel time is 2 hours.

     With Insurance
       C$65.38 including tax per person—one way
       C$130.76 including tax per person—round trip

     Without Insurance
       C$59.69 including tax per person—one way
       C$119.38 including tax per person—round trip

Brewster Travel Canada Motorcoach Service
     Large motorcoach and departs 7 times a day.
     Estimated travel time is 2½ hours.

     C$56.70 including tax per person—one way
     C$113.40 including tax per person—round trip


Estimated travel time is 1½ hours.
Highland Executive Chauffeur:

  • Executive BMW 7 Series for two to three passengers C$300.00 including tax and gratuity—one way.
  • Cadillac Escalade SUV for three to five passengers is C$400.00 including tax and gratuity—one way.


Standard taxi is C$225 + airport pickup fee ($11) + 5% tax and gratuity—one way.

Hotel Information

We are no longer handling reservations for this program.

The Fairmont Banff Springs

Phone the hotel direct for new reservations and changes beginning Friday, July 12.
Phone: 1-800-441-1414.
Rooms and rate based on availability.

Who Should Attend

This program is designed for experienced labour, management and public sector trustees, administrators and other professionals who have mastered the basic investment principles.

Download the Brochure

Continuing Education Credit

The CFA Institute approved the 2012 program, offered by the International Foundation of Employee Benefit Plans, for 15.5 CE credit hours. It is not yet approved for 2013. After approval—if you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.