Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,200 professionals and 2,000 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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Register by 31 March 2023 to receive exclusive access to three webinars that will support your exam prep and guide your learning.

Canada FinTech Forum 2022: Succeeding in the Next Phase of Financial Services Digitization

Canada FinTech Forum 2022: Succeeding in the Next Phase of Financial Services Digitization

Financial industry professionals gathered in Montreal on November 7, 8 and 9 for Canada FinTech Forum 2022 to discuss the latest developments in financial technology and explore emerging global trends. This marked the 9th edition of the event, a Finance Montreal initiative, presented by Portage Ventures. This year, Frédéric Béland, CFA, and Christian Lachaussée, CFA, both members of CFA Montréal’s Fintech Committee, were among the attendees.

7 Montreal Teams Take Up the Research Challenge

7 Montreal Teams Take Up the Research Challenge

The 2022–2023 Research Challenge, hosted by CFA Montréal and CFA Québec, officially kicked off on November 23. This international competition, created by the CFA Institute, gives thousands of students an opportunity to learn best practices in financial analysis. This year’s participants, hailing from four Montreal universities, gathered to learn which company would be the focus of their in-depth analysis.

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Upcoming events

The Rise of Family Offices

Investment Management
Sold out
This event is currently sold out. Please contact us by email at if you were not able to make your purchase.   Family offices are a growing economic force in markets around the world, although they remain somewhat of a mystery to many people. To explore the world of these organizations and shed light on what they are and what they do, we will be sitting down with representatives from three leading family offices.   Join us!    This panel discussion will be held in French exclusively followed by a bilingual Q&A period.

Systematic Asset Management 101: Trends and Considerations in Portfolio Construction

Investment Management
This event will explore recent advances in systematic asset management and how fund managers tend to utilize this approach. We will also be discussing the role of systematic management in building diversified portfolios and looking at emerging trends in developing a systematic analytical framework. Be sure to sign up for this webinar to find out more about systematic management strategies and the issues surrounding them.   The login link will be sent to you the day before.Discussion to be held in English, followed by a bilingual Q&A.

New CFA Charterholders Graduation Cocktail

Every year, we celebrate the important professional milestone that is becoming a CFA charterholder with a graduation ceremony. This is a rite of passage designed to honour CFA graduates for their exemplary achievement and dedication. Given the space limitations, tickets will be issued on a first-come, first-served basis. We look forward to seeing you there!   Note: Only CFA charterholders who have received their CFA designation between April 1st 2022 to March 31, 2023 can register 2023 Graduation Cocktail.    

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