Dear Members,

I am proud to share our Board of Directors-approved Strategic Plan for 2025–2027. This plan has been carefully and thoughtfully crafted to steer our Society toward an even stronger and more impactful future.

At the heart of this strategic plan is our new North Star: “To enhance and expand our diverse community to promote an ethical, dynamic, and vibrant investment and financial services industry.”

This North Star reflects our unwavering commitment to fostering excellence, integrity, and inclusivity within our industry and serves as the guiding vision for all our endeavours.

Three key strategic pillars support our strategic goal of enhancing and growing our member community: 

• Member Experience: We will strive to deliver an outstanding member experience in a highly personalized manner. By making membership engaging and valued, we aim to build a community where each member feels personally connected and invested.
• Influence & Impact: We will work tirelessly to amplify our influence and impact within the investment and financial services industry and the broader business community. Enhancing our visibility and reach will not only elevate our Society’s profile, it will also increase the recognition and influence of our members, positioning us all as leaders in the industry. Our expanded stakeholder ecosystem includes not only our members, but also colleges and universities in our catchment area (i.e., most of Ontario, excluding Ottawa); C-suite, human resources, and line of business executives with major employers in our region; and other values-, programming-, and mission-aligned professional associations locally and nationally. In coordinated partnership with CFA Societies Canada and CFA Institute, we will also continue to ensure that the perspectives and priorities of our members are heard in important conversations with regulators and government officials at all levels.
• Operational Excellence: We resolve to pursue operational excellence across all organizational platforms and processes. While our true “bottom line” is a non-financial metric—the achievement of our mission—we are committed to bringing a “for profit” level of efficiency, effectiveness, and accountability to our not-for-profit organization to provide you with the highest level of service and value.

Our North Star is not just a statement; it is a call to action for each of us. It emphasizes the importance of unity and collective effort in building an inclusive, forward-thinking, and broadly impactful member community. As the largest of its kind among more than 160 global CFA Societies, CFA Society Toronto has the unique and outsized opportunity to shape the future of our industry, uphold the highest ethical standards, and support one another in our professional journeys. We intend to continue fostering a community that supports our 11,000+ members in capitalizing on this opportunity.

Thank you for being an integral part of our journey and helping us to cultivate a Society that not only supports your professional growth, but also shapes the future of our industry. Let’s work together to realize our vision and make CFA Society Toronto a beacon of excellence in the investment and financial services sector.