With over 70 events annually we can offer you a wide variety of events to suit your marketing needs

Investment Dinner

The annual investment dinner is CFA Society Toronto's marquee event and is a major highlight of the Toronto investment community calendar.  The dinner provides influential members with the opportunity to entertain their clients and hear relevant unbiased forecasts of future market expectations.

Institutional Investment Practitioners' Forum

2018 event details to soon be released.

CFA Charter Recognition

CFA Society Toronto's Annual CFA Charter Recognition is an evening reception where we recognize and honour the Society's new charterholders with their recently minted CFA designation.  This annual event is a celebration of the best and brightest future leaders of the financial industry and is an excellent opportunity to connect with mid-level professionals and those with several years of experience in the financial sector.

New Member Reception

CFA Society Toronto is proud to host an annual event to welcome new members to the Society.  Our New Member Reception offers tips on networking, volunteerism and ways to utilize CFA Society Toronto membership to achieve career goals.  New members will have an opportunity to meet board members, network with colleagues and find out how to make the most of their CFA Society Toronto membership.

Pension Conference

2018 saw the 10th anniversary of the Annual Spring Pension Conference. This year's event provided attendees with the latest updates from thought leaders and practitioners in the Canadian pension industry, addressing the current challenging investment environment, best practices, and tools to provide insight and background for management of today's investment portfolios.

Wealth Conference

The private wealth management industry in Canada continues to be highly competitive with clients continuing to expect much more from their advisors than just traditional investment management: 

  • What are clients expecting? 
  • How do you keep clients engaged and remind them of your value? 
  • What does it take to be successful in this highly competitive industry?

The 2018 Annual Wealth Conference will focus on these topics and other best business practices to guide practitioners beyond their traditional comfort zone in order to meet and exceed client expectations in an ever competitive business environment.

About CFA Society Toronto

CFA Society Toronto supports the professional and business development of over 9,500 CFA® charterholders in Toronto, making it the largest society of CFA charterholders globally. It provides member with a local perspective on a global designation, through educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body the administers the Chartered Financial Analyst®  curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society  Toronto's members are leaders in ethics in the financial community. For more information, please refer to Chartered Financial Analyst®  and CFA® are registered trademarks owned by CFA Institute.

CFA Society Toronto Members

  • 94% are CFA charterholders
  • 64% are under 45 years old
  • 70% possess over 10 years of industry experience
  • 40% hold a masters degree or higher
  • 36% have a primary focus in equities, with other major professional specialities including fixed income, derivatives, real estate, hedge funds, commodities, venture capital, insurance, mutual funds, pension funds, private wealth, and consulting

Please contact us for more information regarding Facility Sponsorship Opportunities:

For information contact:
Chris Burke, Corporate Engagement Manager
416.366.5755 x221 or

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