With over 90 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 Management Forum

Back by popular demand as a result of a successful pioneer forum in 2014. The purpose of the conference is to provide an interactive forum for institutional investment management.  The format is to listen to practitioners and participate in discussion to help practitioners focus on today's "hot" issues.  The event aims to attract practitioners from large, medium as well as small institutions.

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. Click here

Pension Conference

CFA Society Toronto's 2016 Annual Spring Pension Conference will give you a comprehensive understanding of the issues facing Plan Sponsors, Investment Managers and Industry Consultants. Join industry experts as they address the current environment, best practices and tools to provide insight and background for management of today's investment portfolios.

Wealth Conference

This program draws on the CFA Institute Private Wealth Management Body of Knowledge and is delivered by high-profile academics and experts in their respective fields. By offering a variety of practitioner focused topics, this conference uniquely speaks to a wide audience - from the ultra-high-net-worth manager and the family office professional to professionals serving a broader private client audience.

About CFA Society Toronto

CFA Society Toronto supports the professional and business development of nearly 9,000 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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