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Sustainability

COVID-19

Bringing the World to a Grinding Halt

The COVID-19 pandemic is a crisis like no other. Given its complex, global, and uncertain nature, one would think that the pandemic would invite a unified response across the globe ...

Education

Python and Its Tightening Grip in Finance

The term “Python” has been coming up more and more in professional discussions lately, leaving many to wonder what all the hype is about. In response ...

Investment Industry

Financial Literacy

Important at the best of times, vital in the worst

The plethora of financial options available today can appear daunting. Not knowing where to start, and faced with unfamiliar and specialized jargon, some people end up ...

Sustainability

Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

Education

Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

Investment Industry

Information Overload

Privacy protection in the investment industry

Privacy protection is an important area of regulatory compliance. It is not new knowledge that government agencies are responsible for privacy protection in ...

Investment Industry

The Canadian Investment Scene

Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

Events

Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

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. 

 

CFA Society Toronto Welcomes New CEO

Toronto, Oct 06, 2022 - The Board of Directors of CFA Society Toronto are pleased to announce that Frederick M. Pinto, ICD.D, CFA, has been appointed as CEO starting October 3, 2022. Fred Pinto is a C-suite executive with over twenty-five years of experience in the Canadian asset and wealth management industry. His most recent positions include Senior Vice President, Head of Asset Management at Aviso Wealth and leader of the asset management business of Qtrade Financial Group. Mr. Pinto has a rich volunteer history with the Society including Past President of the Board of Directors and 5 years of service on the Governance & Nominations Committee.

“Mr. Pinto has an ideal blend of extensive experience within the investment community and a solid understanding of CFA Society Toronto. He is a natural fit for this leadership role and will make a meaningful contribution,” said Brenda King, CFA, Board Chair, CFA Society Toronto.   

Retiring as current CEO, Sue Lemon, CFA will assist in Mr. Pinto’s transition over the coming months. Sue has been an invaluable contributor to the Society’s success for almost 9 years. CFA Society Toronto became the world’s largest group of charterholders among 161 societies globally, a remarkable feat that was achieved under her leadership. We would like to take this opportunity to thank Sue for her tireless commitment to the Society over the years and wish her every success in her future endeavours.

About CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto is the world’s largest group of charterholders among 161 societies globally, representing the interests of more than 11,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.  For more information visit http://www.cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

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Contact:
Esther Filer
CFA Society Toronto
media@cfatoronto.ca
4163665755235

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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.