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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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
CFA Montreal’s volunteers: a boundless involvement!

CFA Montreal’s volunteers: a boundless involvement!

Within the CFA Institute ecosystem, CFA Montréal is often referred to as a Society that has a certain “je-ne-sais-quoi”. A big part of this has to do with our commitment to supporting the Institute’s initiatives and keeping pace with new developments to deliver on our own pledge to our members and candidates.



CFA Institute has announced that the Investment Foundations Certificate is coming back, a training that can be very useful to your colleagues within your firms.

The newly refreshed Investment Foundations Certificate covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry, including terminology and foundational concepts.

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Upcoming events

Forecast Dinner

Investment Management
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The Forecast Dinner is one of Montreal’s most successful financial industry events. Our moderator Vincent Delisle, CFA, Executive Vice-President and Head of Liquid Markets at CDPQ, will exchange with our panelists Lisa Shalett, Wealth Management Chief Investment Officer & Head of the Global Investment Office at Morgan Stanley Wealth Management and Nadim Rizk, MBA, CFA, Chief Executive Officer and Chief Investment Officer at PineStone Asset Management Inc. Our experts will share their views on important trends impacting the global economy and financial markets, including, among others: The evolution of inflation, the slowdown in economic growth and the resilience of the employment sector; The historic tightening of rates by the world's central banks; The impacts of the amplification of geopolitical tensions; The effect of the Chinese economy reopening.  Talking about their area of expertise, each panelist will make a short presentation before engaging in a debate that is both relaxed and entertaining. The exchanges will take place in English.

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