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 Montréal Honours Julie Ducharme, Applauding Her Dedication to Montreal’s Financial and Investment Community

CFA Montréal Honours Julie Ducharme, Applauding Her Dedication to Montreal’s Financial and Investment Community

During the 10th annual Montreal Alternative Investment Forum (FIAMtl) Méchoui BBQ event on August 24, 2023, Julie Ducharme, CFA, received an award from CFA Montréal for her outstanding contributions to Montreal’s financial and investment community. Through her volunteer efforts, Julie has played a key role in shining the spotlight on financial professions and the benefits of being a CFA charterholder, thus helping to improve outreach to prospective candidates.

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CFA Montréal wins the Most Outstanding Society Award 2023

CFA Montréal wins the Most Outstanding Society Award 2023

CFA Montréal has been proudly recognized as the most outstanding Society in the 1,000+ members category as part of the CFA Institute 2023 Society Awards Programme. This award highlights the achievements of the CFA Society worldwide. 

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Upcoming events

Season kick-off Event – A conversation with François Trahan

Knowledge
The reputation of our guest expert for this Season kick-off event is well established! As a true Wall Street star for over 20 years, François Trahan has worked at some of the most prestigious investment banks. In 2016, he was inducted into the Institutional Investor All-America Research Team Hall of Fame. Known for his clear-cut views about his vision of the financial markets and the global economy, his long experience and distance from the big institutions give him a unique freedom of speech. During this discussion, François Trahan will talk about his economic forecasts with our moderator Sophie Lemieux. A not-to-be-missed opportunity to learn more from this leading expert of finance and econometrics. Space is limited. Register today! The event will take place in French. Questions from the audience can be in French or English.

Annual General Meeting and Members' Cocktail 2023

Networking
Free
Members only: you need to be logged in to be able to register. You are cordially invited to our Annual Members Cocktail on October 25, right after our AGM. We hope to see lots of familiar faces there, and plenty of new ones, too! Registration is currently open for the cocktail, the AGM or both. Note, however, that this invitation does not replace the formal notice that will follow for the AGM. Pursuant to our by-laws, this notice will be sent to all members with voting rights by email on Wednesday October 4. We look forward to catching up with you!

2024 Outlook

Investment Management
Save the date - Registrations open on October, 16. 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. 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.

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