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.

Learn more
Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
A long-time champion of CFA Montréal steps down: a tribute to Honorary President Frederick Chenel

A long-time champion of CFA Montréal steps down: a tribute to Honorary President Frederick Chenel

After eight years of service to CFA Montréal, Frederick Chenel, CFA, a stalwart advocate for the organization and the profession, and an attentive, thoughtful leader, is hanging up his hat as the Honorary President of the Board of Directors. He has played a key role in the growth and development of the Society through a series of tangible initiatives that have helped shore up its governance procedures, secure its sustainability and heighten its visibility.

READ MORE
Our Volunteers in Action: Getting to Know Our Audit Committee with Thomas Gagné, CFA

Our Volunteers in Action: Getting to Know Our Audit Committee with Thomas Gagné, CFA

Thomas Gagné, CFA, has been working in Montreal’s financial industry for over 20 years. His involvement with various associations dates back to his university days, and his commitment to sharing his knowledge and passing along his insights has only grown since then. Today, he is the Treasurer of CFA Montréal and the President of the Society’s Audit Committee. Read on to find out more about why he is a volunteer and what he and his fellow Audit Committee members do.

Read More
CFA Montréal Honours Danielle Filistin for Contributions to the Academic Community

CFA Montréal Honours Danielle Filistin for Contributions to the Academic Community

At the ninth annual Montreal Alternative Investment Forum (FIAMtl) Méchoui BBQ event on August 25, CFA Montréal presented an award to Danielle Filistin, CFA, for her outstanding contributions to Montreal’s financial and investment community. “In my capacity as chair of the CFA Montréal University Relations Committee, I would like to share this award with everyone at CFA Montréal and CFA Québec. Together, they have built a financial community at the local level that has had an impact and a voice on the global stage,” she said.

Read the full article

Upcoming events

ESG Regulations and Reporting: What Should Investors Expect to See?

Risk & Oversight
Voluntary ESG reporting standards have changed tremendously in recent years, as have the corresponding regulations. This has resulted in a fragmented global market and widespread confusion among investors and reporting teams alike. Join our speakers, Rommie Johnson, ISSB Technical Strategy Lead for the IFRS Foundation, Chris Fidler, a Senior Director in the Global Industry Standards team at CFA Institute, and Olivier Girardeau, Senior investment fund analyst for the AMF Investment Funds, for their insights into the latest thinking in this regard and how convergence intends to streamline this approach and overcome some of these obstacles. We look forward to seeing you there!   The login link will be sent to you the day before. Discussion to be held in English, followed by a bilingual Q&A.

Prepping for the CFA Exams

Aiming for CFA Charter
Free
In collaboration with: Getting ready for any one of the three CFA exams involves a lot of studying, a lot of practice and a lot of dedication. Only those who have gone through the process truly understand how gruelling, and rewarding, it can be. If you are currently prepping for one of these exams, you may have asked yourself one or more of these questions: -          Am I taking the right approach to studying? -          Am I spending as much time as I should on the exercises? -          What should I do on the day of the exam to put the odds in my favour? -          Should I be referring to a wider variety of learning resources? -          How can I manage and alleviate my stress? -          How can I strike a balance between this and the other areas in my life? If any of these sounds familiar and you are looking for ideas on how to increase your chances of passing, you might benefit from the advice of people who have been in your shoes and lived to tell the tale! Plus, hearing from other professionals who have successfully completed Level III may very well give you that motivational boost that makes all the difference. Our speakers will share their own experience with you. They will relate some of the obstacles they encountered and how they overcame them, flag some of the pitfalls you’ll want to avoid and let you in on some of the secrets of their success. You’ll leave with some helpful pointers on how to prepare both mentally and logistically, how to stay focused and balanced in the years to come, and where to find the resources you’ll need. The names of our panel members and more details will be forthcoming later this fall.   You will be sent the webinar link the day before the event. Discussions to be held in both French and English.

2023 Outlook

Investment Management
Three experts from Quebec will share their thoughts on the challenges of the current world economic situation and present their forecasts for the coming year. Topics discussed will include: -          Climbing interest rates -          High inflation -          Risk of recession -          Impacts of these factors on stock and bond markets.     After their individual presentations, the speakers will take part in a panel discussion in which they will exchange viewpoints and respond to questions from the audience. This is an unmissable opportunity to examine the global economy through a local lens.   The discussion will be held in French.

Seeking CFA expertise