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Insights & Updates

The Analyst

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Get the latest thought leadership and news from CFA Society Toronto.
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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 Celebrates 90 Years of Empowering CFA Charterholders at Every Stage of Their Careers

Marking a milestone year of advancing ethics, thought leadership, and professional community for Toronto’s finance and investment professionals

CFA Society Toronto marks its 90th anniversary in 2026, celebrating nine decades of serving Toronto’s finance and investment community and the enduring power of professional community in a fast-changing market. Founded in 1936, the Society has grown from a small group of analysts meeting over lunch to discuss markets and advance the practice into the world’s largest Society of CFA® charterholders, with more than 11,500 members at the heart of Canada’s investment industry. 

90YearLogo

“While much has changed since 1936, what has remained constant is why we exist: to give finance and investment professionals a place to connect, share ideas, and grow together,” said Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto. “Wherever you are in your career, CFA Society Toronto empowers you to thrive by connecting you to the people and resources that open doors, sharpen your skills, and build credibility.”

Fred Pinto’s own path to Society CEO reflects the Society’s member value proposition in action. Before joining CFA Society Toronto as CEO, he held senior executive-level positions in the investment industry as a CFA charterholder. While in industry, Fred spent many years as a CFA Society Toronto volunteer building relationships and contributing his leadership capabilities through hands-on roles. These ranged from organizing events to moderating industry panels and leading committees and serving as Chair of the Society’s Board of Directors.

“Volunteering creates opportunities to build relationships and can help develop skill sets you may not be getting in your day job, whether that’s public speaking, being able to collaborate with peers to influence outcomes, or leading a board or committee,” Pinto added. “Those experiences can be incredibly valuable as you grow in your career.”

The world of finance and investing is also very different than it was in 1936. Technology, automation, and AI are reshaping workflows and raising new questions around transparency, risk, accountability, and trust. In that environment, investment professionals are increasingly valued for judgment, interpretation, and client-first decision-making supported by technology tools, not replaced by them.

CFA Society Toronto helps its members meet these demands through its education and professional learning offerings. Additionally, the Society connects professionals to relationships and resources that open doors, sharpen skills, and build their profile as careers evolve, and reinforces that membership value compounds with participation over time.

Throughout 2026, CFA Society Toronto will mark its anniversary milestone by spotlighting member stories and the role community plays in building careers, strengthening professionalism, and advancing trust in markets.

About CFA Society Toronto

CFA Society Toronto is the world's largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of more than 11,500 members. With a focus on education, networking, and thought leadership, CFA Society Toronto empowers finance and investment professionals to thrive at every stage of their careers. Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. For more information, visit cfatoronto.ca. 

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

 

MEDIA CONTACT:

PUNCH Canada Inc. 
Akanksha Patil
Account Manager
p:647-838-9248
e:akanksha@punchcanada.com

 

MEDIA AVAILABILITY:

CFA Society Toronto invites media interviews with Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto on:

  • The CFA designation and its value to finance and investment professionals and employers
  • How the role of finance and investment professionals is evolving
  • Current challenges, including AI and technology, and their impact on investment professionals and the industry
  • CFA Society Toronto’s perspective on the skills, standards, and insights that will matter most in the years ahead
  • The diversity and range of career paths in the finance and investment industry

On Demand
Resources

Explore Our Digital Resources
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.