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Insights & Updates

The Analyst

Explore the Analyst
Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Strong Leader. Strong Brand.

How to Build a Personal Brand

A personal brand is the unique combination of skills, experiences and behaviours that shape how others perceive and remember you. We all have a brand.

Governance

Governance Demystified

Board of directors, roles, structure and shareholders

This article summarizes the third edition (2018) of CFA Institute’s publication, The Corporate Governance of Listed Companies.

Investment Industry

The Great Wealth Transfer

Aging populations and investing now and beyond

Many people are experiencing a sudden influx of money, property or other assets. Where is this wealth coming from and what are its impacts?

Charterholder Profile

Michael Sprung, CFA

Alignment, independence andunderstanding progress on your own terms

Careers in investment management are often described as journeys shaped by a series of decisions made under the constraints of the time.

Book Review

You Have More Influence Than You Think

Have you ever left a meeting feeling like you spoke into a void? Or sat in silence and walked away assuming you were the most forgettable person in the room?

Diverse Dividends

Maximizing her Leadership Potential

How Katy Boshart embraced challenges all the way to the top, as Manulife Bank of Canada CEO

For Katy Boshart, the path to CEO of Manulife Bank of Canada wasn’t a straightforward one.

Leadership Messages

Board chair Message

In today’s finance and investment industry, leadership is less about your title and more about influence and how you show up.

From the Desk of the CEO

From the desk of the CEO

One of the most meaningful ways CFA charterholders can demonstrate leadership is by mentoring the next generation.

Editor's Message

From the editor in chief

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

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 

On Demand
Resources

Explore Our Digital Resources
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.