Thank you for your continued support and engagement with us over the past year. From all of us at CFA Society Toronto, we wish you a happy holiday season and a prosperous new year! #CFASocietyToronto #CFAToronto #Finance #Investment
CFA Society Toronto
Financial Services
Toronto, ON 14,616 followers
Setting a higher standard for the Toronto investment community.
About us
CFA Society Toronto supports the professional and business development of over 11,000 CFA® charterholders in Toronto, making it Canada’s largest society of CFA charterholders. We provide members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst® curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto’s members are leaders in ethics in the financial community.
- Website
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http://www.cfatoronto.ca
External link for CFA Society Toronto
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, ON
- Type
- Nonprofit
- Founded
- 1936
- Specialties
- High Ethical Standards, Professional Development/ Education, Networking, Volunteering, Career Development, Advocating on behalf of members, Investing, Financial, and Finance
Locations
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Primary
120 Adelaide Street West
Suite 2205
Toronto, ON M5H 1T1, CA
Employees at CFA Society Toronto
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Yelena Stepanyan, CFA, MBA
Head of Investments at Embark Student Corp, Past Chair of Institutional Asset Management Committee at CFA Society Toronto
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Sebastian Becerra
Managing Director, Global Transaction Banking. RBC Capital Markets
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Becky Perry, CFA, MBA
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Justin Taheri, CFA, CIPM
GIPS Compliance, Verification & Performance Measurement Expert
Updates
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Join us on January 30, 2025, for an exclusive luncheon with Stephen Poloz, Former Governor of the Bank of Canada and Special Advisor at Osler, Hoskin & Harcourt LLP. In his role as leader of a federal government working group, Mr. Poloz has been assessing how Canada’s pension funds can drive greater investment in the country. At this event, Mr. Poloz will discuss the macroeconomic narrative context for greater investment in Canada and provide updates on efforts to encourage pension plans to invest more in Canada. Don’t miss this opportunity to hear directly from one of Canada’s most distinguished economic leaders about the future of domestic investment and economic growth! 🔗Learn more & register here: https://lnkd.in/gRAT7yuC #CFASocietyToronto #CFAToronto #Investment #Finance
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SRT (Significant Risk Transfer) is a concept in banking and finance that refers to the transfer of a significant portion of CREDIT RISK! 54% got it right 👏 Find out how #SRT works and its key benefits at our upcoming luncheon "Risky Business? Understanding Significant Risk Transfer (SRT) Transactions of Canadian Banks" with experts Krishna Somers, Managing Director at BMO Capital Markets; Carlo Perri, Portfolio Manager at Polar Asset Management Partners Inc.; Dave Yoon, VP in Capital Management at CIBC, and Richard Wong from TD Securities! Register here: https://cvent.me/822oBr #CFASocietyToronto #CFAToronto #Finance #CreditRisk #Investment #Banking
Testing your knowledge! Significant Risk Transfer (SRT) transactions are reshaping global banking, and Canada is just beginning to explore their potential for transferring risk... #CFASocietyToronto #CFAToronto #SRT #Finance #Investment
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The Analyst – December 2024 Issue is Here - Now Available as a Flipbook! Dive into the latest insights shaping the finance and investment world. This issue features: 📊 The Investment Industry Should Stop Using this Well-intentioned but Misleading Chart by Kamran Khan, CFA ⚖️ Let's Get Ethical: Reflecting on a decade of the CFA Societies Canada Ethics Challenge 🌟The Higgins Family's Shared Journey to #CFA Success by Sara Maginn Pacella Don’t miss out—The Analyst is your trusted resource for actionable insights: https://lnkd.in/gJGW_MBh 📬 For print subscribers: Your copy will be delivered as soon as the postal service resumes normal operations. Thank you for your understanding and patience! #Finance #Investing #MarketTrends #TheAnalystMagazine
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Join VersaFi (formerly WCM) for a pivotal conversation with Toni Gravelle, Deputy Governor of the Bank of Canada, as he delivers his first public address of the year. Gain key insights into the Bank of Canada’s balance sheet normalization process and its future management plans with opening remarks will be given by VersaFi President & CEO, Tanya van Biesen, before Deputy Governor Gravelle takes the stage. As a #CFASocietyToronto strategic partner, VersaFi is pleased to be extend member rate to CFA Society Toronto members - login to our website to find the code and instructions. #CFAToronto #Investment #Finance
We're pleased to announce that VersaFi will host the Bank of Canada's first public address of 2025. Join us and hear from Deputy Governor, Toni Gravelle who will provide an update on the Bank's normalizing process, and how it will manage its balance sheet once normalization ends. This is an important discussion about our country's financial future. Our President and CEO, Tanya van Biesen will deliver the opening remarks. We encourage you to attend, and network with other members and our community — individual tickets and tables are available! VersaFi members benefit from our discounted rate, and lunch is included in the cost. Our thanks to CIRO / OCRI for their generous sponsorship of this event. This event is sure to be in high demand: get your tickets today! https://lnkd.in/e32kR9uj
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Testing your knowledge! Significant Risk Transfer (SRT) transactions are reshaping global banking, and Canada is just beginning to explore their potential for transferring risk... #CFASocietyToronto #CFAToronto #SRT #Finance #Investment
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Stay Ahead of the Game: Discover SRT Transactions! In the rapidly evolving world of finance, staying ahead means embracing the latest innovations. Significant Risk Transfer (SRT) transactions are reshaping the global investment industry, and Canada is just beginning to explore their potential. Be among the first to understand this game-changing tool for capital management and risk mitigation. Join us for an exclusive luncheon session with experts, Krishna Somers, Managing Director at BMO Capital Markets; Carlo Perri, PM, Structured Credit at Polar Asset Management Partners Inc.; Dave Yoon, VP, Capital Management CIBC; and Richard Wong, TD Securities! 📅Event: Risky Business? Understanding Significant Risk Transfer (SRT) Transactions of Canadian Banks 📍 When: January 22, 2025 🎟️ Seats are limited—register now and stay ahead of the game! 👉 https://lnkd.in/gcR8HQmJ #FinanceLeadership #RiskManagement #SRTTransactions #FutureofBanking
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🌟 A heartfelt THANK YOU to our amazing Mentorship Committee, dedicated CFA Society Toronto volunteers, for making the 2024 Mentorship Program a resounding success! 👏 Your hard work, guidance, and commitment to fostering meaningful connections, and educational events have empowered our program participants and enriched their profession. Congratulations on a job well done! Let’s continue to inspire and grow together. 💪✨ #CFASocietyToronto #MentorshipProgram #ThankYou #FinanceLeadership #VolunteerAppreciation
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Kick off the new year with an exclusive luncheon featuring Stephen Poloz, Former Governor of the Bank of Canada and Special Advisor at Osler, Hoskin & Harcourt LLP. Don't miss this opportunity to gain insights from one of Canada's foremost economic leaders. Register here https://cvent.me/Z5NKBL #CFASocietyToronto #CFAToronto #Finance #Investment
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Kick off 2025 with events designed to help you connect, learn, and elevate your career in the finance and investment industry. Check out what’s coming up in January! Find out more about each event and register before spaces run out! 🔗https://lnkd.in/gQnkpfW #CFASocietyToronto #CFAToronto #Finance #Investment