AIMA Webinar Replay: Canadian Liquid Alt Growth & What that Means for Investor Portfolios

Published: 20 May 2022

Recorded on May 19, 2022


Liquid alternative mutual funds and ETF fund structures are celebrating their 3-year anniversary in Canada following changes to NI 81-102 in 2019. This is part of a global trend towards greater retailization of alternative investments.

As wealth advisors and investors consider the diversification, risk reduction and non-correlated return benefits these products can provide in portfolio construction, join us to discuss these topics and more:

  • Liquid alts’ growth journey in Canada
  • Product trends and strategies available
  • Advisor adoption & asset allocation trends
  • Distribution & risk ratings
  • Differentiating factors: management fees, performance fees, liquidity terms and more
  • Growth history & projections


  • Andrew Moffs, Senior Vice President, Portfolio Manager, Vision Capital Corporation
  • Mark Brisley, Managing Director & Head, Dynamic Funds
  • Kenneth Sue, Manager, Alternative Investments, TD Wealth, Wealth Investment Office (WIO)
  • Roberto Katigbak, Institutional Strategist & Head of Sales and Marketing, Marret Asset Management Inc.


  • Graham Jones, Managing Director, Head of Sales, Scotiabank Prime Services

Sponsored by: