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Insights & Updates

The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Diverse Dividends

From Mailroom to Dragon’s Den:

Wes Hall on Resilience, Leadership & Legacy

When Wes Hall immigrated to Canada from rural Jamaica in 1985, he could not have imagined how far he’d travel: Chancellor at the University of Toronto, founder and CEO of Kingsdale Advisors...

Book Review

The Future of Geography:

How Power and Politics in Space Will Change Our World by Tim Marshall

The Future of Geography: How Power and Politics in Space Will Change Our World by Tim Marshall

Charterholder Profile

Where Finance Meets Vision

One Leader’s Role in Bridging Capital Markets, Entrepreneurship, and Community

Where Finance Meets Vision: One Leader’s Role in Bridging Capital Markets, Entrepreneurship, and Community

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. 

 

Message from the 2017-2018 Chair of CFA Society Toronto

2018 - Message from the Chair - Pamela Steer
I would like to begin by saying it has been a great honour to serve our membership over the past year and look forward to continuing my service to our community in my new capacity as the Society's Past Chair and Chair of the Governance and Nominating committee. Additionally, I would like to welcome Vadim Gracie to his new role as the Society's 2018/2019 Chair, effective 01 September 2018.

At our last board meeting on 22 August 2018, we discussed the year-end audited financial statements and I am pleased to say that the Society had a clean audit and is on a healthy financial footing. We have also made a focus on updating our policies to ensure we are in compliance with the new General Data Protection Regulation standards. Furthermore, each board member has committed to supporting specific objectives within the Society's new 2019-2021 strategic plan.
 
Finally, as my tenure as chair of CFA Society Toronto comes to an end, I would like to thank my fellow board members for their leadership, Society volunteers for their commitment, our membership for their support and Society staff for all their efforts. Collectively, we have made CFA Society Toronto a community we can all be proud to be a part of. It has been a wonderful experience that I will cherish in the future and I am looking forward to continuing to contribute to the Society's efforts in building a strong and vibrant financial industry.

Sincerely,

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

On Demand
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.