Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,500 professionals and 1,500 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.

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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
ANNOUNCEMENT OF A NEW EVENT IN FAVOR OF YOUTH’S FINANCIAL LITERACY

ANNOUNCEMENT OF A NEW EVENT IN FAVOR OF YOUTH’S FINANCIAL LITERACY

CFA Montréal presents a fundraising event that will be held during Financial Literacy Month. The half-day event will shine the spotlight on thought leadership in the investment industry.

Speakers at this premier fall event will include highly regarded investment professionals who will share their exclusive insights.

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LAUNCH OF FINANCE IN ACTION PODCAST

LAUNCH OF FINANCE IN ACTION PODCAST

Created by investors, for investors, the FINANCE IN ACTION podcast by CFA Montréal offers a renewed and enlightening perspective on the impact of finance and investment in the world.

Listen to the episodes
Renewal Campaign for Membership 2025

Renewal Campaign for Membership 2025

Now is the time to renew your membership with the CFA Institute and CFA Montréal to maintain your access to exclusive benefits for members.

Renew now
FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

The CFA designation is the key to a multitude of careers in finance! CFA Montréal collaborated with the Financial Post and Urbania to portray the inspiring profiles of several members in order to demystify the investment management profession and raise awareness of the CFA program among students.

Read the article by the Financial Post

Read the article by Urbania

Upcoming events

Annual General Meeting of Members and Networking

Networking
You are cordially invited to our Annual General Meeting on October 24. The AGM will be followed by a networking session where you’ll be able to see lots of familiar faces, and plenty of new ones, too! Registration is currently open for the AGM. Note, however, that this invitation does not replace the formal notice that will follow for the AGM. Pursuant to our by-laws, this notice will be sent to all members with voting rights by email on October 7.We look forward to catching up with you!

Financing the New Economy : Investment Solutions to Facilitate Net-Zero

Knowledge
Climate finance is crucial in the fight against climate change, due to the scale of investments required to transition to a global low-carbon economy. Despite headwinds that have affected most financial markets, investments in climate technologies continue to rise. According to McKinsey, from 2019 to the end of 2022, venture capital investors launched over 330 new sustainable development and impact funds. The cumulative assets under management of these funds tripled, increasing from $90 billion to over $270 billion. During this webinar, we invite you to explore the opportunities and challenges faced by three leading actors in the Canadian climate finance scene. The event will be held in French.The login link will be sent to you the day before.A recording will be made available for 30 days to all registered participants after the event.

2024 InvestPact Symposium

Philanthropy
Philanthropic event in support of youth financial educationIn partnership with JA Québec's educational programs. CFA Montréal invites the entire financial community to join its efforts to raise funds to concretely improve the financial literacy of Quebec's youth through a brand-new charitable initiative focused on shared interests and values: youth development, diversity, equity and inclusion (DEI), and financial education. Speakers at this premier fall event will include highly regarded investment professionals who will share their exclusive insights. By attending the 2024 InvestPact Symposium, you support financial education and contribute to improving the future of the next generation, as the net proceeds from the event will be invested in activities organized by JA Québec. Register now and join us on November 19! You will receive a tax receipt for your donation. The final amount of your donation will be determined after the event. Unable to attend but willing to support the cause? Make a donation! Questions? Read our FAQ ****  12:00 PM - LUNCH  PANEL (in English) JEAN BOIVINManaging DirectorBlackRock Investment Institute (BII) Learn More ANIK LANTHIER, CFAPartner & Chief Investment Officer Richter Learn More PRITI SINGHSenior Managing Director & Chief Risk OfficerCPP Investments Learn More JANE BUCHAN (Moderator)Chief Executive OfficerMartlet Asset Management Learn More  1:30 PM - COFFEE-BREAK  CONVERSATION WITH MACKY TALL (in French - English simultaneous translation available) MACKY TALLPartner and Chair, Global InfrastructureGroup Carlyle Learn More   interview by:FRÉDÉRIC GODBOUT, CFAVice-PresidentDesjardins Group Pension Plan Learn More CONVERSATION WITH PHILIPPE LAFFONT (in French - English simultaneous translation available) PHILIPPE LAFFONTFounder and portfolio managerCoatue Management Learn More nterview by:MARIO THERRIEN, CFAHead of Investment Funds and External ManagementCDPQ Learn More  NETWORKING-BREAK  CONVERSATION WITH NADIM RIZK, CFA (in French - English simultaneous translation available) NADIM RIZK, CFAChief Executive Officer & Chief Investment OfficerPineStone Asset Management Learn More interview by:JUSTIN NIGHTINGALE, CFASenior Managing Director and Head of Global AlphaPSP Investments Learn More CONVERSATION WITH DOMINIQUE SENEQUIER (in French - English simultaneous translation available) DOMINIQUE SENEQUIERFounder and PresidentArdian Learn More interview by:PAUL DESMARAIS IIIChairman and CEOSagard Learn More  5:30 PM - COCKTAIL    We sincerely thank all the donors - individuals and companies - supporting this event and the cause.

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