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    • Events
      • Overview
      • Upcoming Events
      • CareerFestOctober 14, 2026
      • Career in Venture CapitalOctober 22, 2026
      • Insurance Asset Manager’s Summit 2026October 27, 2026
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      • Insurance Asset Manager's Summit 2026
        Insurance Summit
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    Charterholder Profile

    Charterholder Profile

    Lynn Wang, CFACharterholder profile: Lynn Wang
    Charterholder profile: Lynn Wang

    Wealth Advisor at Aethalon | iA Private Wealth Inc. In 2019, Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM, took a major career risk: she left her corporate position for ...

    Charterholder Profile
    September 21, 2026
    Randy Gunn, CFA, MBA
    Randy Gunn, CFA, MBA

    For investment industry veteran Randy Gunn, CFA, MBA, it’s all about making the right connections to grow and thrive. That’s why he focused on the CFA designation early ...

    Charterholder Profile
    June 29, 2026
    Michael Sprung, CFA
    Michael Sprung, CFA

    Alignment, independence andunderstanding progress on your own terms What experience actually buys you Careers in investment management are often described as journeys shaped by a ...

    Charterholder Profile
    March 31, 2026
    Charterholder Profile: Heather Cooke, CFA
    Charterholder Profile: Heather Cooke, CFA

    When Heather Cooke, CFA, graduated from university, the Canadian economy wasn’t doing her any ...

    Charterholder Profile
    December 12, 2025
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