New vision and mission

2018 - Message from the Chair - Pamela Steer

On behalf of CFA Society Toronto, and the board of directors, I am excited to share our new Vision and Mission statements. Since our founding in 1936, our core purpose as a not-for-profit organization has evolved and expanded significantly. For over 80 years, we have provided Society members with high calibre professional and career development opportunities, increased the financial industry’s awareness of the values embodied in the CFA designation and fostered a socially responsible community through the promotion of professional and ethical integrity.

To keep up with the changing times of our industry, we have recently examined the words we were using to describe our purpose and to ensure the Society’s relevance in today’s financial industry. As a result, we have created new Vision and Mission statements that we believe more accurately reflect what we do and why we do it.


The leading source of world-class investment professionals


Creating opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community

Finally, the Society recognizes that the needs and requirements of our members are evolving at an accelerated pace and must respond to the demands of our industry. This is why earlier this year, the Society’s board of directors conducted a member survey to gain greater insight into what challenges they are facing and how CFA Society Toronto can best cater to their needs. We are currently in the process of reviewing the responses and will be sharing the results and our findings in the near future.  

Pamela Steer, CFA
Chair, Board of Directors
CFA Society Toronto 
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