Access to this directory is through an application process available to CFA Society Toronto members only. Based on demand, some requests may be placed on a wait list.
All fields are required unless otherwise stated.
(Mr, Ms, Mrs, Dr, Etc)
If you are an Associate member, please type in "Associate."
Please indicate your membership category:

* The contact details provided will be shared with applicable Subject Matter Experts (based upon your requests).  By providing this information, you agree to sharing this for the purpose of participating in this program.  
Providing a CV/Resume or LinkedIn profile is optional. This information will be used to better assist incoming enquiries. Provision of this material implies consent by the applicant of sharing this information for the purpose of this program.
Please select (3) topics/subject matter area(s) that relate to your enquiry:

Expectations and Guidelines:
  • Conversations are grounded in confidentiality and trust.
  • Submissions are about professional development. Remember to keep the relationship professional.
  • If you give out any personal contact information, set appropriate boundaries.
  • You may contact if you have any questions or concerns
  • The Knowledge Network Directory is not a job searching or recruitment directory/engine. This resource was organized to support our members and provide them with the opportunity to build and develop their skills and knowledge.
  • The SME’s role is to share experience, insights and feedback to contribute in your learning objectives. SMEs do not bear any responsibility and cannot be held liable for any events resulting from any exchanges.
  • Contact if there is no communication within three (3) business days
  • CFA Society Toronto is not liable for any events resulting from exchanges within this program.
  • It is vital to maintain accurate directory information at all times.  Should any of your information change, you agree to contact the Society ( and inform them of applicable updates.
  • May withdraw at any time (2 weeks' notice and upon follow through of any received enquiries)
  • Members agree to abide by the Expectations and Guidelines of this directory. Misuse of the contact information provided can result in denied access to this and/or other programs.
  • All submitted information will be shared for the purpose of this program.
Directory Disclaimer
Communication Consent
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