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Before the Early Warning Report Lands: A Canadian IR Playbook for Activism

Shareholder activism in Canada is no longer a seasonal event confined to the spring annual general meeting circuit. Activist campaigns launched against Canadian issuers rose meaningfully year-over-year in the first three quarters of the 2026 proxy season, with dozens of campaigns already underway by the end of March alone. For investor relations professionals who have never lived through a campaign, the hardest part is that there is no course, designation, or classroom that teaches you how to handle one. The skills are built on the job, often under pressure, in the days after a 10% threshold is crossed. This article sets out the practical groundwork Canadian IR professionals can put in place long before an early warning report ever lands on their desk. Companies are in the strongest position when they understand who owns their stock, maintain meaningful relationships with existing investors and approach potential activism without allowing emotion or ego to drive the response.

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IR leader Issue 2

Featuring the following articles:

AI: Poised to Revolutionize Investor Relations

Amendments to the Competition Act: Greenwashing Risk and ESG Disclosure

When Activists Arrive, Your Digital Rolodex Matters More Than an Algorithm

IFRS 18 in Practice: What Investor Relations Teams Should Be Doing in 2026

News About CIRI Members

In Their Words: Feedback from CIRI's 39th Annual Conference

CIRI Congratulates the 2026 Award Recipients

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Top Stories

“Access Equals Delivery” Model for Continuous Disclosure Comes Into Force

On September 22, 2026, the “access equals delivery” model (the “Access Model”) for continuous disclosure documents came into force. As a result, a reporting issuer (other than investment funds) that complies with the Access Model will be exempt from the annual requirement to send request forms to securityholders to request paper copies of their annual and interim financial statements and related management's discussion & analysis (collectively, the “CD Documents”). Note, however, that the Access Model does not impact a securityholder’s ability to request CD Documents in electronic or paper form and if a securityholder has provided standing instructions to receive the CD Documents in electronic or paper form, an issuer is required to continue to comply with those instructions.

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Inside the Canadian Midmarket CFOs’ Struggle to Make AI Work

Finance leaders at a recent CFO Alliance gathering in Toronto said they are finding hidden costs and new risks as AI experiments move closer to core financial systems.

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SEC Proposes Eliminating Key Rule Enabling Shareholders to Bring Proposals for Proxy Voting

The U.S. Securities and Exchange Commission announced on Wednesday that it has proposed rescinding Rule 14a-8, the federal framework providing shareholders with a route to have proposals included in a company’s proxy statement for a shareholder vote, commonly used for proposals on sustainability, climate change, executive pay, and other issues.

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Six Years in the Making: How Can Canadian Reporting Issuers Finally Use the CSA’s New Access Model for Financial Statements and MD&A?

On June 25, 2026, the Canadian Securities Administrators (“CSA”) published final amendments to National Instrument 51-102 Continuous Disclosure Obligations and National Instrument 54-101 Communication with Beneficial Owners of Securities of a Reporting Issuer, together with related companion policy changes.

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Deal Series - Due Diligence in the Age of AI: What Every Buyer Should be Asking

As artificial intelligence becomes deeply embedded in business operations across all industries, buyers and investors face a new category of risks that extend far beyond traditional technology companies. From intellectual property concerns to data sovereignty issues, understanding how AI is integrated into a target company's workflows has become essential for effective due diligence and risk assessment.

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