The December Analyst
FRED PINTO, CEO, CFA SOCIETY TORONTO The relevance of the CFA designation, a journey in the finance industry, and life in general By: Walter de Wet, CFA
One year into his position as Chief Executive Officer of CFA Society Toronto, we are profiling Fred Pinto. Pinto is responsible for the overall strategic direction and management of the largest Society of charterholders globally. In his CFA charterholder profile, Pinto discusses his journey in finance, the evolving relevance of the CFA designation, and life in general.
PROTECTING AGING CLIENTS Exploring cognitive decline and financial exploitation By: Jennifer Vieno, CFA
Canada’s population is getting older. As financial professionals, we are uniquely positioned to identify signs of dementia and cognitive decline to help safeguard clients and their financial investments. What is being done to protect aging clients?
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