CFA Society Toronto

Leaders aren’t born made. Kristina Fanjoy, CFO at @cppinvestments , shares her views on it. Watch/Listen the full episode: cfatoronto.ca/insights-and-u… #CFASocietyToronto #CFAToronto #Finance #Investments #Leadership #CPPInvestments

🎉 Welcome to CFA Society Toronto! 🎉 We’re proud to welcome our newest members to the CFA Society Toronto community. See the full list of members (Login or subscribe for free): cfatoronto.ca/insights-and-u…

Investor protection doesn’t happen by accident. It happens through strong advocacy. Read the latest CFA Societies Canada Quarterly Update (login or subscribe for free): cfatoronto.ca/insights-and-u… #CFASocietyToronto #CFAToronto #CFASocietiesCanada #Advocacy #Finance

Canada’s family office landscape is expanding fast, but misunderstood. Joe Chidley from CFO sheds some light about family offices. Login or Subscribe for free to read the full article: ow.ly/fArA50Y4t2b #CFASocietyToronto #FamilyOffice #Finance #WealthManagement

AI can now build a financial model in seconds, but it can’t yet think. FMI’s Ian Schnoor, CFA, CFM shares insight on it. Login to read or subscribe for free: cfatoronto.ca/insights-and-u… #CFASocietyToronto #CFAToronto #AI #Finance

Dive into our latest issue of The Analyst Winter 2025: The Future of Finance: Trends & Innovations If you want to understand where finance is going in 2026 and beyond, start here: cfatoronto.ca/insights-and-u… #CFASocietyToronto #CFAToronto #Finance #Investment #Trends

What if financial planning shifted from “retirement goals” to “resilience strategies”? Behavioural science leader Kelly Peters shares insights on the topic. Read full article: cfatoronto.ca/insights-and-u… #CFASocietyToronto #CFAToronto #Finance #Investment #Retirement

Great discussion on the realities of buying a book of business in private wealth. Steve Springstead and Joe Millott, CFA cut through common myths and shared real-world insight on valuation, client fit, and transition readiness. #CFASocietyToronto #WealthManagement

What does it take to lead at the highest level of global asset management? Hear insights on leadership, decision-making, and leading at scale at the Future Leaders Forum with Damon Williams, CEO of RBC Global Asset Management! 🔗web.cvent.com/event/514f7e60… #CFASocietyToronto

Canada is emerging as a global AI powerhouse and Radical Ventures is at the centre of it. Read our latest AI Watch article from the Analyst where we share highlights from a CPP Investment's Paper. Read: cfatoronto.ca/insights-and-u… #CFASocietyToronto #RadicalVenture #RiseofAi

Meet Heather Cooke, CFA, former CIO for a family office, long-time volunteer, and the new chair of Board of Directors at CFA Society Toronto. She shares insights on her career and more. Read: cfatoronto.ca/insights-and-u… #CFASocietyToronto

Dr. Najah Attig, Phd and Chahine Attig reveal how machine learning can materially improve forecasting of Canadian equity risk premiums. Login or subscribe for free to read it: cfatoronto.ca/insights-and-u… #CFASocietyToronto #Finance #Investment

What happens when the internet becomes read–write–own? This review of Alex Tapscott’s Web3 explores digital property rights, decentralized finance, and much more. Read full article from The Analyst: cfatoronto.ca/insights-and-u… #CFASocietyToronto #Finance #Investment

The Future of Investment Management: Adapting, Changing and Growing in 2026 and Beyond. Insights from BlackRock, Fiera Capital, First Avenue Investment Counsel and CFA Institute. Read full article: cfatoronto.ca/insights-and-u… #CFASocietyToronto #FinanceTrends #Investment #Finance

Buying another advisor’s book can look like the fastest path to growth. In reality, hidden risks. This session cuts through the myths and gives practical frameworks for smarter acquisition and succession decisions. Register: web.cvent.com/event/82b13906… #CFASocietyToronto

90 years. 11,500+ members. 1 professional community. CFA Society Toronto is celebrating a milestone year in 2026, honouring 9 decades of empowering CFA® charterholders at every stage of their careers. 🔗cfatoronto.ca/insights-and-u… #CFASocietyToronto #Finance #Investment

CFA Society Toronto is pleased to announce Mawer Investment Management Ltd. as our newest Gold Corporate Sponsor! On behalf of our members, we thank them for their ongoing dedication and support to the success of our programs and services throughout the year.

Happy New Year. 🎉 In 2026, #CFASocietyToronto marks 90 years of serving the finance and investment community. Proud to support 11,500+ members — and counting. Join us in the year-long celebration, visit: cfatoronto.ca/about-us/90Yea… #CFAToronto #Finance #Investment

We're pleased to announce Trans-Canada Capital Inc. has renewed their commitment to the CFA Society Toronto community as a Corporate Sponsor! On behalf of our members, we thank them for their ongoing dedication to the success of our programs & services throughout the year.

Each year, during #CFASocietyToronto Annual Investment Dinner, we ask attendees to predict market-level indicators in four areas through a Benchmark Prediction. A big congratulations goes out to the 2025 contest winner: Raghav Wadhwa, CFA, Principal at Mercer!