About Us
Governance

Committees

The following volunteer committees are responsible for monitoring areas of risk, finance, and governance for the Society and are comprised of both board and regular members:

• Finance and audit committee
• Governance and nominations committee

CFA Society Toronto is a member society of CFA Institute and abides by its codes and standards.

Code of Ethics

• Place the integrity of the profession and the interests of clients above your own interests
• Act with integrity, competence, and respect
• Improve and maintain your professional competence

The Standards of Professional Conduct

• Professionalism
• Integrity of the capital markets
• Duties to clients
• Duties to employers
• Investment analysis and recommendations
• Conflicts of interest

For full information on codes, standards, and guidelines please visit CFA Institute's website

Annual Report

Digital version of the 2023 Annual Report is now available

Governance Documents

Bylaws, Articles of Incorporation, and Investment Policies are available for members. To view these documents, login using your member credentials.

Policies

Bylaws

Article