OBSI's five-year (2017 - 2021) strategic plan is the cumulative work of the entire OBSI organization, the knowledge and experience of its people, the strategic focus of its management, and the vision of its Board of Directors. OBSI's strategic plan was sponsored by its senior management team (SMT) and approved by the Board of Directors.
The planning process involved feedback from a broad cross-section of stakeholders including investor and consumer advocates, participating firms and industry associations. The process shortly followed the five-year external review of our investment mandate and the plan took into account key strategic recommendations of that review.
Through the successful execution of the strategic plan, OBSI strives to strengthen its important public service role within Canada's financial service industry and provide thought leadership in building the fundamental relationships among financial services regulators, firms and consumers.
OBSI's Strategic Plan 2017 - 2021
In 2019, the Board of Directors reviewed and reconfirmed the commitment to OBSI's strategic plan - a process that included the participation of the Consumer and Investor Advisory Council. Minor adjustments were made for the remaining two years of the plan, which are reflected in the updated document.
OBSI's Strategic Plan - 2019 Update
Progress Toward Our Goals
Each year, we are focused on delivering the key initiatives identified in our 2017-2021 Strategic Plan. These initiatives lay the foundation for OBSI to achieve a vision of inspiring confidence in the Canadian financial services sector.
Below, you will find a summary of our progress toward achieving our goals for each year since we introduced our strategic plan.