The year 2026 marks our Society’s 90th anniversary, and it is especially meaningful to step into the role of chair as we reach this milestone together. Our story goes back to 1936, when the Security Analysts’ Association of Toronto began as a handful of analysts meeting over lunch to trade ideas. Today we are a community of over 11,500 members with multiple annual marquee conferences and our flagship event, the Annual Investment Dinner, which has become the annual “homecoming” for the Toronto financial community. Names have changed and formats have evolved, but our commitment to supporting and lifting each other up through community, competency, content and credibility has remained constant.

When I became a member of CFA Society Toronto, I wasn’t only looking to deepen my technical skills – I was looking for a community to challenge me, open doors and help me learn from others. I found that here. That experience encouraged me to volunteer so I could give back to this wonderful community. After 10 years of volunteering at CFA Society Toronto, it’s a privilege to now serve as chair, and I want to thank Brian Madden, past chair for his steady leadership and service to our members.

Like many of you, I discovered early that the return on membership shows up when you lean in. Volunteering put me shoulder to shoulder with peers and senior leaders. The relationships I built here made a lasting difference to my confidence, my perspective and my career trajectory. CFA Society Toronto membership opened doors for me, and stepping through them created new possibilities.

We continue to experience profound changes in our community and the global economy, especially with massive technological advancements and the promises and challenges they bring. Access to CFA Society Toronto is an asset, providing career support as you tackle these tectonic changes.

The value of membership compounds with participation, and the returns show up when you engage. If you have been considering attending an event, joining a committee or mentoring a colleague, this is your nudge. Try a simple cadence: one event, one learning touchpoint, one new connection for each quarter, and don’t forget to attend the monthly Brewing Connections. I hope you will add your voice and your story to this milestone year.

I look forward to seeing you this year and hearing how we can help you thrive.

Sincerely,