The following volunteer committees are responsible for monitoring areas of risk, finance, and governance for the Society and are comprised of both board and regular members:

CFA Society Toronto is a member society of CFA Institute and abides by its codes and standards.

Code of Ethics

  • Place the integrity of the profession and the interests of clients above your own interests
  • Act with integrity, competence, and respect
  • Improve and maintain your professional competence

The Standards of Professional Conduct

  • Professionalism
  • Integrity of the capital markets
  • Duties to clients
  • Duties to employers
  • Investment analysis and recommendations
  • Conflicts of interest

Annual Report

Digital version of the 2023 Annual Report is now available

Forecast Dinner Event

Governance Documents

Bylaws, Articles of Incorporation, and Investment Policies are available for members. To view these documents, login using your member credentials.


Investment Policy
Investment Beliefs Document


CFA Society Toronto Bylaws - November 15, 2023


Restated Articles of Incorporation 2023
Articles of Amendment 2023