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Insights & Updates

The Analyst

Explore the Analyst
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. 

 

Help Advance Gender Equity in Finance - Equity Equation Survey

 

CFA Society Toronto is proud to be strategic partners with VersaFi, a national not-for-profit organization focused on accelerating equity for women and gender-diverse individuals in the finance sector. We are supporting their Equity Equation survey, which aims to evaluate equity, sense of belonging, and inclusion among finance professionals in Canada. This comprehensive research will inform actionable recommendations to advance gender equity in the finance industry. This research will contribute towards the 2025 Equity Equation Report.

At CFA Society Toronto, we are committed to promoting gender equity in the industry and have championed various educational events to support this cause, such as our Annual Women in Finance Conference. The insights and recommendations from this research will be invaluable for the industry and will help us accelerate our efforts in fostering gender equity in our industry.

We encourage you to participate in this survey. Your insights are crucial in shaping strategies that promote a more inclusive and equitable workplace. Your voice can help make a lasting impact on the future of the finance sector. This survey is open to anyone in the investment and financial services industry - feel free to share the survey link with your colleagues and professional network.

Please take a few minutes to complete the anonymous, 10-minute survey. Individual responses will remain confidential, and reporting will only be done in aggregate.

Take the Survey!

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.