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Insights & Updates

The Analyst

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Get the latest thought leadership and news from CFA Society Toronto.
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Sustainability

COVID-19

Bringing the World to a Grinding Halt

The COVID-19 pandemic is a crisis like no other. Given its complex, global, and uncertain nature, one would think that the pandemic would invite a unified response across the globe ...

Education

Python and Its Tightening Grip in Finance

The term “Python” has been coming up more and more in professional discussions lately, leaving many to wonder what all the hype is about. In response ...

Investment Industry

Financial Literacy

Important at the best of times, vital in the worst

The plethora of financial options available today can appear daunting. Not knowing where to start, and faced with unfamiliar and specialized jargon, some people end up ...

Sustainability

Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

Education

Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

Investment Industry

Information Overload

Privacy protection in the investment industry

Privacy protection is an important area of regulatory compliance. It is not new knowledge that government agencies are responsible for privacy protection in ...

Investment Industry

The Canadian Investment Scene

Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

Events

Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

New vision and mission

2018 - Message from the Chair - Pamela Steer

On behalf of CFA Society Toronto, and the board of directors, I am excited to share our new Vision and Mission statements. Since our founding in 1936, our core purpose as a not-for-profit organization has evolved and expanded significantly. For over 80 years, we have provided Society members with high calibre professional and career development opportunities, increased the financial industry’s awareness of the values embodied in the CFA designation and fostered a socially responsible community through the promotion of professional and ethical integrity.

To keep up with the changing times of our industry, we have recently examined the words we were using to describe our purpose and to ensure the Society’s relevance in today’s financial industry. As a result, we have created new Vision and Mission statements that we believe more accurately reflect what we do and why we do it.
 

Vision

The leading source of world-class investment professionals

Mission

Creating opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community

Finally, the Society recognizes that the needs and requirements of our members are evolving at an accelerated pace and must respond to the demands of our industry. This is why earlier this year, the Society’s board of directors conducted a member survey to gain greater insight into what challenges they are facing and how CFA Society Toronto can best cater to their needs. We are currently in the process of reviewing the responses and will be sharing the results and our findings in the near future.  


Pamela Steer, CFA
Chair, Board of Directors
CFA Society Toronto 

On Demand
Resources

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Discover our webcasts and podcasts on the important topics in the world of financial analysis.

MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.