Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 2,900 professionals and 2,500 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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CFA Montreal establishes itself in downtown Montreal

CFA Montreal establishes itself in downtown Montreal

CFA Montréal is now headquartered in Montreal, where a significant number of its members and financial sector players are based. Its office is located at 4 Place Ville-Marie, within Finance Montréal's new FinTech Station.

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Upcoming events

2020 Outlook

Luncheon
Three renowned economists will present a portrait of the current economy and their forecasts for the coming year. The presentations will be followed by an interesting panel where the three speakers will exchange their points of view and answer questions from the participants. This is an event not to be missed!

Book Launch: Secure Retirement by Jacques Lussier, CFA

Cocktail
You are cordially invited to join us for the launch of the book Secure Retirement - Connecting Financial Theory and Human Behavior, with M. Jacques Lussier, PhD, CFA, author of the book.   Financial science, both quantitative and behavioral, can be used to improve the retirement planning effort. Despite a vast amount of literature on the topic, Secure Retirement recognizes the need to validate this knowledge and develop a comprehensive framework for investors. The book will be available on site and Mr. Lussier will sign your copy upon request. Wine & canapés will be offered. Space is limited, register early!

Interview with Louis Morisset, CEO of Autorité des marchés financiers

Luncheon
Are you up to date on the securities regulations that apply to you? Do you know what's coming? Are you familiar with the AMF's FinTech approach? Louis Morisset, President and CEO of the AMF and President of the Canadian Securities Administrators, will answer your questions and those of Miville Tremblay, CFA. "Members and candidates must understand and comply with all laws, rules and regulations," says the CFA Institute's first ever professional conduct standard. It is your duty. Register now!

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