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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 ...

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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.

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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. 

 

CFA Societies Canada appoints Michael Thom as new Managing Director

Mr. Thom brings valuable experience in portfolio management, securities regulation and the business of investment management, as well as a history of volunteer roles with CFA Society Toronto and CFA Societies Canada.


 Michael Thom as new Managing Director
Toronto, ON July 17, 2019 – CFA Societies Canada, a collaboration between CFA Institute and the 12 Canadian member societies, has named Michael Thom, CFA, as the new Managing Director, effective immediately.

“The introduction of CFA Societies Canada has proven to be beneficial in establishing a single national voice on advocacy and in building awareness of the CFA designation,” says Paul Smith, CFA, president and CEO of CFA Institute. “Michael brings a deep understanding of the regulatory and advocacy sides of the finance industry in addition to a strong working knowledge in portfolio management and the business of investment management. He’ll lead with a perspective that resonates with our members in Canada.” 

Strong Leadership, Unified Voice

In the role, Mr. Thom is responsible for leading staff and teams of volunteers in pursuit of national goals, and to serve the 12 Canadian member societies. He will provide strategic leadership and represent CFA charterholders in communications with regulators, policy makers, media, and industry groups at a national level. 

“I’m proud to be named Managing Director of CFA Societies Canada and am looking forward to taking on the opportunities and challenges that lie ahead,” says Mr. Thom. “One of the biggest opportunities for CFA Societies Canada is leveraging our significant local volunteer efforts at a national scale. CFA charterholders across Canada hold a unique position of influence and knowledge, and are doing great things for investor protection, education, and ethics in the investment management profession. It’s time those stories were told nationally. In my past roles, I’ve led the building of strategic functions within entrepreneurial organizations and look forward to bringing that perspective to CFA Societies Canada as we scale up its efforts and activities.” 

Michael Thom, CFA
A charterholder since 2012, Mr. Thom moves into his new role following a multi-year volunteer relationship with CFA Societies Canada, most recently as a director at CFA Society Toronto and a past council member and former chair for The Canadian Advocacy Council, a committee of CFA Societies Canada. Mr. Thom has an extensive background in asset management, portfolio management and equities trading. 

Looking Ahead


In the coming months, Mr. Thom will lead CFA Societies Canada as it continues its work to further advocate for the highest standards of integrity and ethics for the ultimate benefit of Canadian investors. 

He’ll provide leadership in the execution of national projects and initiatives, building relationships and preparing for the future of the investment profession. 

About CFA Societies Canada
CFA Societies Canada is a collaboration of CFA Institute and the 12 Canadian member societies, whose mission is to build brand awareness of the CFA designation and to advocate for the highest standards of integrity and ethics for the ultimate benefit of Canadian investors. CFA Societies Canada represents CFA charterholders, the 12 societies, and the members of those societies in Canada to policymakers, the media, and the public. CFA Societies Canada aspires to lead the investment management profession in Canada by raising ethical and professional standards, promoting fair markets, protecting investors, and increasing brand awareness. For more information, visit www.cfacanada.org.

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

Media Contact:
Sabrina Orlov: sabrina.orlov@gcicanada.com, 416-486-2611

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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.