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Insights & Updates

The Analyst

Explore the Analyst
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. 

 

COVID-19 Update

As you know we have been monitoring the Coronavirus (COVID-19) situation closely. Given ongoing developments with regards to the COVID-19 outbreak and WHO announcements of March 11, 2020 CFA Society Toronto is taking additional measures to do all we can to manage the safety of our members, stakeholders and staff. Effective immediately, we are cancelling in-person events for March and April regardless of group size. Additionally, we are restricting all future internal and external meetings to teleconference until further notice. This includes all volunteer committee meetings converted by staff to teleconference.  Please watch your calendars for updates on these meetings. 

If planning allows, we will strive to increase our usage of webinars and webcasts so that we can offer opportunities for continued collaboration and learning opportunities. Our website will always have the most up to date scheduling information, so please check our calendar on a regular basis.

We stand by our mission and commitment to help you reach your professional goals with the full understanding that the Coronavirus and concurrent market volatility is presently weighing heavily on the minds of members and colleagues. 

We will continue to update you on the Society’s status. Thank you for your understanding and support during these next few weeks and perhaps months as we navigate this situation together. 

Sincerely,
The Board Executive Committee of CFA Society Toronto

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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.