From the editor in chief - CFA Society Toronto

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

Using your member survey feedback as our compass, and under the direction of the Strategic Content Committee, our Editorial Committee volunteers and volunteer writers have been hard at work creating timely, relevant content guided by you, for you. This issue, themed “Strong Leader. Strong Brand,” aims to help you realize and hone your brand to thrive in today’s competitive job market.

Our cover story provides brand strategies from two of the Top 20 LinkedIn Top Voices in Canada, as well as a prominent financial industry leader and executive career coach. Additionally, a piece contributed by the Financial Modeling Institute emphasizes the importance of credibility before influence.

We also explore how AI is changing the hiring process and how you can gain a competitive edge by harnessing human judgment to stand out in a crowded marketplace. The review of social psychologist Vanessa Bohns’ book, You Have More Influence Than You Think, showcases the book’s insights on social perception, the power of persuasion, ethics in

influence and the fear of embarrassment.

Wealth management specialists share their expertise in our feature article on the Great Wealth Transfer, digging into future implications for investment professionals and institutions as wealth is transferred from baby boomers to their children and grandchildren.

Value-conscious investors face the unique challenge of finding genuine opportunities. We draw on insights from experienced professionals, examining disciplined, long-term strategies to help value-oriented investors successfully navigate today’s stock market. Have you ever wondered about the roles, structures and legal requirements of boards of

directors? Our comprehensive summary demystifies board best practices, providing perspectives from international CFA Institute publications as well as Canadian legal requirements.

In this issue’s charterholder profile, Michael Sprung, CFA, speaks about professional independence and client alignment. His perspective spans a four-decade career in the industry, including two running his own investment firm.

Our practical career advice for professional development paths to investment quant roles would benefit professionals already working in the discipline and those considering entering it. We also provide highlights from CFA Society Toronto’s video podcast series, Diverse Dividends, featuring Katy Boshart as she discusses her unconventional career journey.

Her path to leadership has been guided by embracing change with an open mind.

We continue to work to provide relevant content, your feedback shapes our direction, and together we are building a publication that reflects and supports our dynamic investment community.

Portfolio Manager, Sionna Investment Managers

Chair of Editorial Committee, Editor in Chief, The Analyst, CFA Society Toronto

CFA Societies Canada Quarterly Update

June 29, 2026