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Board Chair Message

The year 2026 marks our Society’s 90th anniversary, and it is especially meaningful to step into the role of chair as we reach this milestone together.

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Ninety years is a rare milestone for any organization. As we enter 2026, CFA Society Toronto will be celebrating its 90th anniversary of serving Toronto’s finance and investment community.

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The winter issue of The Analyst, themed “The Future of Finance: Trends and Innovations,” shares insights and ideas to intrigue, inspire and help define goals to bring you into 2026.

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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. 

 

University of Ottawa Telfer School of Management Demonstrates High Financial Ethical Standards

Ethics Awards Winners 2019 - University of Ottawa

(Right to Left) Neil Koehane, Mourad Ben Rejeb, Denesia Nichols, Nabih El Masri, and Nicolas Tosi

On 14 February 2018, the University of Ottawa Telfer School of Management was awarded the winning title of the 2019 CFA Society Toronto Ethics Challenge. This year’s local champions from the University of Ottawa were led by Faculty Advisor Pouya Safi and included team members: Neil Keohane (Team Captain), Nabih El Masri, Denesia Nichols, Mourad Ben Rejeb, and Nicolas Tosi. The team demonstrated their ability to expertly negotiate ethical dilemmas in a real-life investment scenario and presented their case to a panel of seasoned investment professionals.   

“It’s fun and rewarding whenever you can apply what you’ve learned in the classroom to a real-world scenario, and this competition was certainly no exception. Our team is grateful to have had this opportunity to put our skills to the test, and we are happy to see that all of our hard work and dedication has paid off,” said Neil Koehane, finance student at the University of Ottawa Telfer School of Management.

The CFA Society Toronto Ethics Challenge is designed to increase students’ awareness of the ethical dilemmas they may encounter as future investment management practitioners. Student teams are given an ethics case to study and evaluate. Each team then presents its analysis and recommendations, to a panel of judges. Following a question and answer period with each team, the judges then select a winner. Their decision is based on the quality of the team’s understanding of the ethical issues involved, quality of their analysis, presentation, and responses to the judges questions.

“It was a pleasure to see how prepared and thorough the entire team from University of Ottawa was in their compelling presentation. Their analytical skills in combination with their commendable presence on stage were very impressive. I look forward to seeing what how this team and its team members will succeed in the future,” said Anna Nepravishta, CFA, Partner at EdgePoint Wealth Management Inc.

This year’s competing teams include students from University of Ottawa Telfer School of Management, Ryerson University Ted Rogers School of Management, Queen’s University Smith School of Business, and George Brown College School of Accounting and Finance.

The University of Ottawa team will be advancing to the nation level of the competition at the 2019 CFA Societies Canada Ethics Challenge on 1 May 2019 in Calgary, Alberta.  The national level of the competition will include local winners from chapters of CFA Societies across Canada.

For more information, please contact:

Jonathan Mai
CFA Society Toronto
Phone: (416) 366-5755 X 235
E-mail: media@cfatoronto.ca
Twitter: @cfatoronto

About CFA Society Toronto
CFA Society Toronto is Canada’s largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of over 10,000 members. We provide our membership with a local perspective on a global designation through our member services, which include: educational programs, sponsored events, employment postings, quarterly newsletters and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst® curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto’s members are leaders in ethics in the financial community. For more information, please refer to www.cfatoronto.ca.

About University of Ottawa’s Telfer School of Management
 The University of Ottawa’s Telfer School of Management connects you to what matters. Our programs shape influential leaders and responsible managers who have a positive impact on the lives of people, organizations and communities, and our research takes on the major issues; anticipating and devising solutions to tomorrow’s challenges.

Located in the heart of Ottawa, our school is the proud academic home of 4,500 students, 89 full-time faculty members, and over 25,000 alumni. Our accreditations from the three most demanding international organizations (AACSB, AMBA & EQUIS) underline our recognition as one of the world’s top business schools.

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

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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.