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Supporting the Professional Development of CFA Charterholders

Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. Learn more about our Vision & Mission

CFA Society Toronto Office

Our Services

CFA Society Toronto is Canada’s largest Society of CFA Charterholders and is dedicated to supporting the professional and business development of over 10,000 members. We provide our membership with a local perspective on a global designation through our member services, which include the following.

Two CFA members talking

Our Members

Our membership is comprised of portfolio managers, investment analysts, corporate finance executives, academics, and other investment professionals who practice in a variety of fields, including investment counseling and management, banking, insurance, investment banking and brokerage firms, government agencies, regulators, and the financial media.

Download our 75th Anniversary Yearbook to learn more about CFA Society Toronto’s members and leadership. 

Download the 75th Anniversary Yearbook

Contact us to request an accessible version of this PDF.

Additional Information

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community.

About the Canadian Advocacy Council

The Canadian Advocacy Council for Canadian CFA Institute Societies ("CAC") is the Pan Canadian body representing the interests of Canadian CFA Institute societies with regards to advocating CFA Institute's Code of Ethics and Standards of Practice to Canada's securities regulators, standard setters, self-regulatory organizations, industry groups and legislators. 

Download the Code of Ethics and Standards of Professional Conduct

Contact us to request an accessible version of this PDF.

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