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The Analyst
December 2024
The Analyst

December 2024

Table of Contents

FLIP THROUGH The Analyst



Featured Stories

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...

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.

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

From the Society

Credits and Attribution

The Analyst is published quarterly by
 CFA Society Toronto

120 Adelaide Street West, Suite 2205
Toronto Ontario M5H 1T1

Telephone: 416.366.5755
Website: www.cfatoronto.ca

General questions: info@cfatoronto.ca

 

Opinions expressed in The Analyst do not necessarily represent those of the authors’ firms of employment or of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. Information herein is obtained from various sources and is not guaranteed for accuracy or completeness. The authors’ firms and CFA Society Toronto therefore disclaim any liability arising from the use of information in this publication.

Volunteers

Co-Chairs, Member Communications

Kamran Khan, CFA
Jennifer Vieno, CFA

 

Vice Chair, Member Communications

Walter de Wet, CFA

 

SENIOR ADVISOR, MEMBER COMMUNICATIONS

Rossa O'Reilly, CFA

 

Editorial Committee Members

Jack Bruton, CFA
Moiz Divan, CFA
Joshua Giancola, CFA
Winfred Lam, CFA
Krystyne Manzer, CFA
Jenny Shen, CFA
Mark Timm, CFA
Sean Wang, CFA
Joanna Wolff, CFA
Hisham Yakub, CFA
Jindou Zhang, CFA
Kevin Zhao, CFA 

Editor

Sara Maginn Pacella

 

 

Art Director

Donna Metcalf

 

DIRECTOR, MARKETING AND COMMUNICATIONS

Kenny Chan