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The Analyst

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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. 

 

Results for the 2018 member survey are in!

2018 - Message from the Chair - Pamela Steer

Earlier this year, CFA Society Toronto’s board of directors conducted a member survey to help the Society (CFA Society Toronto) prioritize and allocate resources. We also wanted to gain greater insight into what challenges you are facing and how we can better support you. I would like to thank those who have taken the time to participate in our survey.  The information we have gathered provided us with a deeper understanding of our membership and needs expressed by our three member cohorts by tenure as a charterholder (< 5 years, 5-10 years, and > 10 years).

After reviewing the survey responses, we discovered that the common themes between the cohorts are:

  1. A need for relevant professional/career development;
  2. Networking and social opportunities; and
  3. Access to more information and insights on current Canadian financial markets and trends.

Furthermore, the survey revealed that the Society needs to improve and expand its ability to communicate with our diverse membership.  We are currently summarizing the survey results and will be notifying you as soon as it becomes available on our website.

Finally, the member survey has provided us with a strong focus for the Society’s next three-year strategic plan.  We look forward to sharing further information on the plan with you in the coming weeks.  To ensure that you don’t miss out, please ensure your membership and contact information is up-to-date. In the meantime, if you have any questions or would like to provide us with your valuable feedback regarding your membership, please contact us at info@cfatoronto.ca or by phone at 416-366-5755 extension 230. 

Sincerely, 

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

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Resources

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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.