Investor Advisory Panel Agenda — July 16, 2026

Meeting DateThursday July 16, 2026
Meeting Time1:00PM to 4:00PM EST
LocationVideoconference
Members

Dorothy Sanford (Chair)

Heidi Conrad (Vice Chair)

Kerry Baisley

Andrew Nicholson

Enoch Omololu

Paul Archer

Rob Wells

Christine Zalzal

Brett Kimak

Invitees

CIRO Staff:

Alexandra Williams - SVP, Strategy, Innovation, & Stakeholder Protection

Charles Toth - VP, Enforcement Intake & Office of the Investor

Sarah Asals- Manager, Office of the Investor

External Participants:

Annick Kwetcheu Gamo, Code F

TIME (EST)Agenda Item #AGENDA ITEMSPRESENTERSDISCUSSION/ INFORMATION/ DECISIONMATERIALS Y/N
1:00 – 1:10 PM1.
  • Welcome
  • Introduction of New Members
Dorothy Sanford  
1:10-1:20 PM2.
  • Discussion of IAP Term Limits
Dorothy SanfordDiscussionN
1:20 -2:15 PM3.
  • Code F: CIRO Sponsored Partner

Annick Kwetcheu Gamo

 

InformationY
  • Note that Code F is a CIRO Sponsored Member. Code F develops and offers innovative and independent financial education and financial support solutions to help citizens improve their financial health with the aim of promoting personal financial well-being. Note that Code F’s focus is on those that are newcomers or are part of underserved Quebec communities.
2:15- 2:45PM4.
  • Update and Discussion on CIRO Investor Survey
Sarah AsalsDiscussionY
2:45 – 3:00PM 

BREAK

 
3:00- 3:15PM5.
  • IAP Research Topics
Charles TothDiscussion and DecisionN
3:15-3:45PM6.
  • Investor Advocacy Day
Charles Toth/ Alexandra Williams/ Sarah AsalsDiscussionN
3:45- 4:00PM7.
  • General and Administrative Items.
Dorothy SanfordDiscussionN

Other Informational Items:

Note: While the items below will not be represented in the official agenda above. The materials have been provided via Diligent for your review and reference.

  1. Extended Hours Trading
  2. Delegation of Powers to CIRO in Quebec

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