Book Review
The promise, pitfalls and coming shakeup in finance
It’s no surprise to see Alex Tapscott’s Web3: Charting the Internet’s Next Economic and Cultural Frontier on bestseller lists.
Charterholder Profile
Chair, CFA Society Toronto
When Heather Cooke, CFA, graduated from university, the Canadian economy wasn’t
doing her any favours.
AI Watch
Canada’s standing in the field of artificial intelligence has strengthened recently, driven by substantial institutional capital flowing into the sector.
Artificial Intelligence
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
Contributed Partners
Family offices – private advisory firms that manage the financial and often non-financial affairs of ultra-high-networth families – are becoming an increasingly prominent force.
Contibuted by Partners
How AI Is redefining the modeler’s role
Like many professions, financial modeling now stands at an inflection point as artificial intelligence is transforming how models are built, tested and applied.
Advocacy
What’s new with advocacy at CFA Societies Canada?
New CFA Charterholders
September 4 - November 13, 2025
Congratulations New Members
Leadership Messages
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
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
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.