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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. 

 

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

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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.