Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,000 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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CFA MONTRÉAL announces the appointment of Odrée Ducharme as President and welcomes three new directors

CFA MONTRÉAL announces the appointment of Odrée Ducharme as President and welcomes three new directors

CFA Montréal is pleased to announce the appointment of Odrée Ducharme, CFA, as President, and the addition of three new directors to its Board of Directors. Odrée Ducharme succeeds Carl Robert, CFA, now past president, who has held this position for the past two years.

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CFA MONTRÉAL WELCOMES A NEW EXECUTIVE DIRECTOR

CFA Montréal is pleased to announce the appointment of Jo-Ann Hajdamacha to the position of Executive Director, starting July 19, 2021. She will be taking up her duties as the first year of CFA Montréal’s new three-year strategic plan gets underway.

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CFA Montréal launches ESG investment certification in Quebec

CFA Montréal is proud to announce its partnership with CFA Institute to launch the ESG investment certification in Quebec. This new international training program aims to strengthen market integrity by providing professionals with the accepted core concepts and trusted source applications they need to integrate environmental, social and governance factors into the investment process.

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Upcoming events

You too can pass your CFA exam

Aiming for CFA Charter
Free
In collaboration with: Preparing for the three levels of CFA exams can be a daunting task, with plenty of challenges along the way. Only those who have gone through the experience realize how much hard work, discipline and organization it takes to become a CFA charterholder. You’re probably plugging away at it right now to make sure you’re ready when the time comes. And a bunch of questions may be swimming around your head as you do: Am I studying the right way? How can I make sure all the odds are in my favour on exam day? Am I putting enough time into preparing? Should I diversify the learning materials I’m using? How can I reduce my stress levels? What are some tips for striking a balance in terms of my personal life? If any of these sounds familiar and you’re looking for ideas to help increase your chances of passing, we have something for you. Come hear what people who did their Level 3 exam have to say. They’re bound to have some useful tips for you – and a healthy dose of encouragement! During this activity, four guest speakers will relate their experiences – what worked, what didn’t work and what you should avoid at all costs. Whether you’re looking for information on the best approach to studying, how to prepare yourself mentally, how to maintain a sense of balance in the years to come and what resources are available to you, our speakers will share their pearls of wisdom with you to help you get the most out of your prep work and put you on the path to success. You will receive the link to connect to the webinar the day before the event. Discussions will be held in French and English.

2022 Outlook

Investment Management
We take every precaution to ensure our events are safe and comply with all applicable public health protocols. By registering for this event, you agree to adhere to the guidelines below. Three renowned experts 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 they will exchange their points of view and answer questions from the participants. This is an event not to be missed! The discussion will be held in French. Guidelines Do not attend the event if you have flu-like symptoms. Show your vaccination passport in paper or electronic form (QR code), along with a piece of photo ID upon entry. Anyone 13 years of age or older who cannot provide the required documentation will be denied access to the event, and no refund will be issued. Observe all hand hygiene, respiratory etiquette and other essential public health measures. Wear a face covering at all times, except when eating or drinking. Note that these guidelines are subject to change as public health recommendations evolve.

Investing in Art with Stephen Bronfman – interview by Alexandre Taillefer

Personal and business
We take every precaution to ensure our events are safe and comply with all applicable public health protocols. By registering for this event, you agree to adhere to the guidelines below. Mr. Bronfman is one of the most passionate art collectors in Quebec. His private collection and the collection of Claridge, his investment company, include many works by well-known and emerging Canadian artists. This interview will be moderated by Alexandre Taillefer, who has been collecting art himself since the age of 22. The discussion will allow you to be better prepared to advise your clients who wish or are considering investing in art, an alternative to traditional financial investments. Topics include: What is Mr. Bronfman's acquisition process? What is his art portfolio strategy as a collector? How does his collection fit into his overall portfolio as an investor? How does technology impact the art world? What is his point of view on NFT (Non fungible tokens) An event to put on your 2022 agenda now! The discussions will be in French and in English. Guidelines Do not attend the event if you have flu-like symptoms. Show your vaccination passport in paper or electronic form (QR code), along with a piece of photo ID upon entry. Anyone 13 years of age or older who cannot provide the required documentation will be denied access to the event, and no refund will be issued. Observe all hand hygiene, respiratory etiquette and other essential public health measures. Wear a face covering at all times, except when eating or drinking. Note that these guidelines are subject to change as public health recommendations evolve.

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