Membership
The Canadian Investment Funds Standards Committee (CIFSC) is made up of Canada's leading investment funds data publishing and analysis firms. The committee has a minimum of ten and a maximum of fourteen voting members at all times. The committee currently has two non-voting members as well. In January of each year, the committee will review it's membership.
The committee meets monthly. The committee will accept all submissions and consider each carefully. For practical reasons, the number and criteria for the fund categories will be reviewed annually. Membership to each category is continuously monitored.
Members
Philip LeeSenior Fund Analyst, Morningstar Canada , Morningstar Canada
Committee Chair
Brian Bridger
Manager, Analytics and Data Operations, Fundata
Reid Baker
Analyst, Investment Analytics and Research, Fundata
Tilly Cheung
Product Manager, Mutual Funds, Globe Interactive
Dan Hallett
President, Dan Hallett & Associates
Mike Leung
Manager, Securities Database, FP DataGroup
Scott Mackenzie
President & CEO, Morningstar Canada
Sheldon Meyers
Legal Consultant
Alex Melvin
President, CANNEX Financial Exchanges
David O'Leary
Senior Analyst, Morningstar Canada
Jeff Tjornehoj
Senior Research Analyst, Lipper
James Wood
Counsel, Canadian Life and Health Insurance Association Inc.
Dennis Yanchus
Manager, Statistics & Research, IFIC