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The Analyst

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Strong Leader. Strong Brand.

How to Build a Personal Brand

A personal brand is the unique combination of skills, experiences and behaviours that shape how others perceive and remember you. We all have a brand.

Governance

Governance Demystified

Board of directors, roles, structure and shareholders

This article summarizes the third edition (2018) of CFA Institute’s publication, The Corporate Governance of Listed Companies.

Investment Industry

The Great Wealth Transfer

Aging populations and investing now and beyond

Many people are experiencing a sudden influx of money, property or other assets. Where is this wealth coming from and what are its impacts?

Charterholder Profile

Michael Sprung, CFA

Alignment, independence andunderstanding progress on your own terms

Careers in investment management are often described as journeys shaped by a series of decisions made under the constraints of the time.

Book Review

You Have More Influence Than You Think

Have you ever left a meeting feeling like you spoke into a void? Or sat in silence and walked away assuming you were the most forgettable person in the room?

Diverse Dividends

Maximizing her Leadership Potential

How Katy Boshart embraced challenges all the way to the top, as Manulife Bank of Canada CEO

For Katy Boshart, the path to CEO of Manulife Bank of Canada wasn’t a straightforward one.

Leadership Messages

Board chair Message

In today’s finance and investment industry, leadership is less about your title and more about influence and how you show up.

From the Desk of the CEO

From the desk of the CEO

One of the most meaningful ways CFA charterholders can demonstrate leadership is by mentoring the next generation.

Editor's Message

From the editor in chief

Spring is traditionally a time of renewal and beginning, making it fortuitous that I am writing my first letter to you as chief executive editor of The Analyst.

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. 

 

CFA Society Toronto Welcomes New CEO

Toronto, Oct 06, 2022 - The Board of Directors of CFA Society Toronto are pleased to announce that Frederick M. Pinto, ICD.D, CFA, has been appointed as CEO starting October 3, 2022. Fred Pinto is a C-suite executive with over twenty-five years of experience in the Canadian asset and wealth management industry. His most recent positions include Senior Vice President, Head of Asset Management at Aviso Wealth and leader of the asset management business of Qtrade Financial Group. Mr. Pinto has a rich volunteer history with the Society including Past President of the Board of Directors and 5 years of service on the Governance & Nominations Committee.

“Mr. Pinto has an ideal blend of extensive experience within the investment community and a solid understanding of CFA Society Toronto. He is a natural fit for this leadership role and will make a meaningful contribution,” said Brenda King, CFA, Board Chair, CFA Society Toronto.   

Retiring as current CEO, Sue Lemon, CFA will assist in Mr. Pinto’s transition over the coming months. Sue has been an invaluable contributor to the Society’s success for almost 9 years. CFA Society Toronto became the world’s largest group of charterholders among 161 societies globally, a remarkable feat that was achieved under her leadership. We would like to take this opportunity to thank Sue for her tireless commitment to the Society over the years and wish her every success in her future endeavours.

About CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto is the world’s largest group of charterholders among 161 societies globally, representing the interests of more than 11,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.  For more information visit http://www.cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.

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

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Contact:
Esther Filer
CFA Society Toronto
media@cfatoronto.ca
4163665755235

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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.