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Insights & Updates

The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
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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 Announces Strategic Partnership with VersaFi

On September 25, 2024, CFA Society Toronto is proud to announce our first-ever strategic partnership with VersaFi (formerly WCM), a national leader in advancing equity for women in Canada’s finance sector. This collaboration marks a significant milestone in our continued work as champions for diversity, equity, and inclusion in the investment and financial services industry.


Through this partnership, CFA Society Toronto and VersaFi will work together on a variety of initiatives, including the promotion of gender equity through research, cross-promotion of events, and our Annual Women in Finance Conference.

“This partnership with VersaFi reflects our commitment to fostering a more diverse and inclusive investment community,” says CFA Society Toronto CEO Fred Pinto, CFA, ICD.D. “Collaborating with VersaFi, we aim to amplify our impact on critical issues such as gender equity and inclusion. Together, we are poised to make a meaningful difference by combining our resources and expertise.”

Tanya van Biesen, President & CEO of VersaFi, expressed: “At VersaFi, we know that true progress happens when organizations unite to address the most pressing challenges in our industry. This partnership with CFA Society Toronto is a powerful example of how collaboration fuels change. By joining forces, we are leveraging our collective influence to accelerate equity for women at every career stage. Together, we can help break down barriers, foster inclusive growth, and shape a finance sector where women can thrive." 

We look forward to sharing more about this exciting partnership as we embark on key initiatives with VersaFi.

On Demand
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.