I AM HONOURED to have been selected to serve as Chief Executive Officer of CFA Society Toronto. It is my distinct pleasure to work closely with our groups of dedicated volunteers and to serve and respond to the needs of our fellow members. CFA Society Toronto was founded with a vision to support the needs of our local financial community, and I look forward to continuing that tradition with an added focus on globally expanding our commitment towards ethics and integrity.

My fundamental goals as CEO are to maintain and improve upon the value of membership and to continue to build ties and relationships with key stakeholders. Over the next several months, I will collect insights on changing needs and pivotal issues emerging within the industry that collectively we must address. By working closely with the membership, our corporate partners, and CFA Institute, I look forward to contributing insights and ideas to our Board of Directors on key initiatives for our strategic plan.

My experiences as a member, past president, and mentor have given me a unique perspective in my new role. I have learned how important a role continued education plays, both vocationally and personally, and I will utilize this to build upon Society offerings to ensure that we continue to meet our mission with high-calibre programming and services.

I am thrilled to be a part of the strategic leadership team representing your needs and look forward to seeing you at our events and anytime around the office.