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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...

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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.

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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. 

 

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.