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Insights & Updates

The Analyst

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Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Trust & Ethics

Let’s get ethical

Reflecting on a decade of the CFA Societies Canada Ethics Challenge

Many people within the investment community are familiar with CFA Institute’s mission to promote the highest standards in ethics, education, and professional excellence worldwide...

Charterholder Profile

The Higgins Family’s shared journey to CFA success

How family discussions inspired a shared pursuit of the CFA charter and thriving careers in finance

When people talk about family traits, they usually talk about dimples or hair colour. For the Higgins family, however, a defining familial trait...

Book Review

Indigenomics: Taking a Seat at the Economics Table

by Carol Ann Hilton

Indigenomics by Carol Anne Hilton highlights Indigenous economic growth, challenges myths, promotes sustainability, and calls for Indigenous inclusion in economic policy and decision-making.

Investment Industry

An Initiative to Improve Corporate Disclosure

ISRRC aims to standardize Alternative Performance Measures (APMs) for better corporate disclosure, ensuring consistency, investor focus, and global relevance through industry-specific standards.

Events

Learning to lead

Lessons from the Annual Future Leadership Forum

The Annual Future Leaders Forum, hosted by CFA Society Toronto’s Professional Development Committee, is a popular event among professionals looking to develop their leadership skills.

Canadian Advocacy Council

Canadian Advocacy Council Quarterly Update

CAC advances investor protection, market integrity, and industry professionalism. Recent advocacy includes comments on OBSI loss calculations, CSA derivatives clearing, and CIRO fund distribution.

Investing

Search funds & acquisition entrepreneurship

A unique path to entrepreneurship & business leadership

A typical path to the pinnacle of business is to climb the corporate ladder to an executive position or create a startup company...

Canadian Advocacy Council

Canadian Advocacy Council Quarterly Update

Advancing investor protection, industry professionalism, and market integrity across Canada, the CAC works to focus attention on pressing advocacy files dominating the

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

New vision and mission

2018 - Message from the Chair - Pamela Steer

On behalf of CFA Society Toronto, and the board of directors, I am excited to share our new Vision and Mission statements. Since our founding in 1936, our core purpose as a not-for-profit organization has evolved and expanded significantly. For over 80 years, we have provided Society members with high calibre professional and career development opportunities, increased the financial industry’s awareness of the values embodied in the CFA designation and fostered a socially responsible community through the promotion of professional and ethical integrity.

To keep up with the changing times of our industry, we have recently examined the words we were using to describe our purpose and to ensure the Society’s relevance in today’s financial industry. As a result, we have created new Vision and Mission statements that we believe more accurately reflect what we do and why we do it.
 

Vision

The leading source of world-class investment professionals

Mission

Creating opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community

Finally, the Society recognizes that the needs and requirements of our members are evolving at an accelerated pace and must respond to the demands of our industry. This is why earlier this year, the Society’s board of directors conducted a member survey to gain greater insight into what challenges they are facing and how CFA Society Toronto can best cater to their needs. We are currently in the process of reviewing the responses and will be sharing the results and our findings in the near future.  


Pamela Steer, CFA
Chair, Board of Directors
CFA Society Toronto 

On Demand
Resources

Explore Our Digital Resources
Discover our webcasts and podcasts on the important topics in the world of financial analysis.

MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.