Texas Tech University

OSC Investor Advisory Panel Releases Research on Risk Profiling


November 13, 2015

Spoke - In March, 2015, PlanPlus Inc. was engaged by the Investor Advisory Panel to perform research into the current practices in the Canadian marketplace that are used to determine a client's risk profile and to evaluate these practices compared to best practices globally.

The Investor Advisory Panel, an independent committee of the Ontario Securities Commission, today published Current Practices for Risk Profiling in Canada and Review of Global Best Practices, independent research prepared by Shawn Brayman, President of PlanPlus Inc., along with co-authors Dr. Michael Finke, Texas Tech University; Ellen Besner, Babin Besner, Spry LLP; Dr. John E. Grable, University of Georgia; and Dr. Paul Griffin, Humber Institute of Technology and Advanced Learning.

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