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Insights & Updates

The Analyst

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

The Future of Investment Management

Adapting, changing and growing in 2026 and beyond

In today’s economic and geopolitical context, the future can feel extremely unpredictable, especially when it comes to growing portfolios and money.

Artificial Intelligence

AI washing: Signs, symptoms and solutions

Signs, symptoms and solutions

In this article, we provide a summary of the 2025 CFA Institute report AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders by Joseph Simonian

New CFA Charterholders

Welcome New Members

September 4 - November 13, 2025

Congratulations New Members

Leadership Messages

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.

Leadership Messages

From the Desk of the CEO

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.

Leadership Messages

From the editor

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.

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. 

 

2017/2018 Chair of CFA Society Toronto Awarded Canada's CFO of the Year

Congrats CFO of the Year - Pamela Steer

On 26 April 2019, Past-Chair of CFA Society Toronto's Board of Directors Pamela Steer, Chief Financial Officer of the Workplace Safety and Insurance Board (WSIB) was named Canada's CFO of the Year™ for 2019. The Award honours senior financial leaders who have made significant contributions to business in Canada with demonstrated quality, insight and integrity. 

Pamela Steer led the WSIB through a major transformation that resulted in improved financial operations and helped to increase public trust and credibility of the crown corporation.  Over the last few years, she has focused on ensuring the WSIB has the right talent, hiring more accredited accountants with private sector experience, strengthening actuarial expertise and investing in training programs to foster young professionals' development. 

Pamela had served as CFA Society Toronto's Chair of the Board of Directors for the year of 2017-2018. During her tenure, she had provided Society leaders with the guidance and insights in the development of the Society's 2019-2021 Strategic Plan. Pamela is currently serving on the Board of Directors as the Past-Chair and Chair, Governance & Nominations where she continues to provide her expertise in further enhancing the Society's member services. 


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Resources

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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.