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The Analyst

December 2024

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CEO Message

Message from the CEO

Fred Pinto, CFA, ICD.D

As we look ahead into the new year, I am excited to share our vision for the future of CFA Society Toronto. Our recently approved three-year strategic plan sets a clear roadmap for advancing our new North Star by growing and enhancing our diverse and dynamic community. 

Our strategic focus is on three key pillars: 

1. Member Experience 

We are committed to delivering an outstanding, highly personalized member experience. This includes introducing new learning formats, expanding online engagement platforms, and tailoring resources to support your career growth. Recognizing that each member’s journey is unique, we aim to provide the tools and opportunities to help you succeed. 

2. Influence and Impact 

We aim to amplify our influence within the investment and financial services industry. By leveraging digital media and collaborating with strategic partners, we will offer exclusive learning opportunities and elevate the profile of our Society and its members. Our goal is to position CFA Society Toronto as a thought leader and advocate for the highest standards of ethics and professional excellence. 

3. Operational Excellence 

Pursuing excellence in our operations is essential. We will revamp our volunteer programs to offer more flexible and meaningful engagement opportunities and refresh our website for an improved user experience. By enhancing our operational efficiency, we can better serve you and adapt to the evolving demands of our industry. 

I encourage you to visit cfatoronto.ca for more details and regular updates about our strategic plan and the initiatives we have planned for the coming year. We are eager to share how these developments will benefit you directly. 

Our commitment to you includes continuously seeking ways to add value to your membership through innovative programs and services. Fostering a robust and connected community remains a priority because we can achieve greater success together. In a rapidly evolving industry, we are dedicated to staying ahead of trends and ensuring our offerings meet your changing needs. 

I invite you to join us on this exciting journey as we work together to shape the future of finance. Your participation and feedback are vital as we implement our strategic initiatives. 

Thank you for your continued support and commitment to CFA Society Toronto. Season's greetings and happy New Year. 

Fred Pinto, CFA, ICD.D, is CEO of CFA Society Toronto

From the Society

CEO Message

Message from the CEO

Fred Pinto, CFA, ICD.D

As we look ahead into the new year, I am excited to share our vision for the future of CFA Society Toronto. Our recently approved three-year strategic plan sets a clear roadmap for advancing our new North Star by growing and enhancing our diverse and dynamic community. 

Our strategic focus is on three key pillars: 

1. Member Experience 

We are committed to delivering an outstanding, highly personalized member experience. This includes introducing new learning formats, expanding online engagement platforms, and tailoring resources to support your career growth. Recognizing that each member’s journey is unique, we aim to provide the tools and opportunities to help you succeed. 

2. Influence and Impact 

We aim to amplify our influence within the investment and financial services industry. By leveraging digital media and collaborating with strategic partners, we will offer exclusive learning opportunities and elevate the profile of our Society and its members. Our goal is to position CFA Society Toronto as a thought leader and advocate for the highest standards of ethics and professional excellence. 

3. Operational Excellence 

Pursuing excellence in our operations is essential. We will revamp our volunteer programs to offer more flexible and meaningful engagement opportunities and refresh our website for an improved user experience. By enhancing our operational efficiency, we can better serve you and adapt to the evolving demands of our industry. 

I encourage you to visit cfatoronto.ca for more details and regular updates about our strategic plan and the initiatives we have planned for the coming year. We are eager to share how these developments will benefit you directly. 

Our commitment to you includes continuously seeking ways to add value to your membership through innovative programs and services. Fostering a robust and connected community remains a priority because we can achieve greater success together. In a rapidly evolving industry, we are dedicated to staying ahead of trends and ensuring our offerings meet your changing needs. 

I invite you to join us on this exciting journey as we work together to shape the future of finance. Your participation and feedback are vital as we implement our strategic initiatives. 

Thank you for your continued support and commitment to CFA Society Toronto. Season's greetings and happy New Year. 

Fred Pinto, CFA, ICD.D, is CEO of CFA Society Toronto

Credits and Attribution

The Analyst is published quarterly by
 CFA Society Toronto

120 Adelaide Street West, Suite 2205
Toronto Ontario M5H 1T1

Telephone: 416.366.5755
Website: www.cfatoronto.ca

General questions: info@cfatoronto.ca

 

Opinions expressed in The Analyst do not necessarily represent those of the authors’ firms of employment or of CFA Society Toronto and do not constitute a solicitation for the purchase or sale of any financial instruments. Information herein is obtained from various sources and is not guaranteed for accuracy or completeness. The authors’ firms and CFA Society Toronto therefore disclaim any liability arising from the use of information in this publication.

Volunteers

Co-Chairs, Member Communications

Kamran Khan, CFA
Jennifer Vieno, CFA

 

Vice Chair, Member Communications

Walter de Wet, CFA

 

SENIOR ADVISOR, MEMBER COMMUNICATIONS

Rossa O'Reilly, CFA

 

Editorial Committee Members

Jack Bruton, CFA
Moiz Divan, CFA
Joshua Giancola, CFA
Winfred Lam, CFA
Krystyne Manzer, CFA
Jenny Shen, CFA
Mark Timm, CFA
Sean Wang, CFA
Joanna Wolff, CFA
Hisham Yakub, CFA
Jindou Zhang, CFA
Kevin Zhao, CFA 

Editor

Sara Maginn Pacella

 

 

Art Director

Donna Metcalf

 

DIRECTOR, MARKETING AND COMMUNICATIONS

Kenny Chan