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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
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Recognized. Credible. Exemplary. Ethical.


With over 2700 members and over 2000 candidates, CFA Montreal is the 10th biggest chapter among 150 CFA® societies across the world. Founded in 1950, the association is part of the CFA Institute’s global network, which currently brings together over 140,000 experts in investment spread throughout 148 countries. The CFA Institute defines the standards relating to investment professionals’ practices and manages the CFA® program (Chartered Financial Analyst). The CFA® title is the most recognised standard internationally to evaluate the qualifications and integrity of financial professionals. Obtained as a result of passing three levels of examinations, it reflects the high-level expertise in portfolio management and financial analysis.

CFA Montreal is a leader in investment. The association contributes to the growth and health of the Montreal financial ecosystem by promoting excellent practice and ethical principles associated with the CFA® title among its members, customers and employers alike. CFA Montreal is also strongly committed to favoring the advancement of women’s careers in investment.

The professional holders of the CFA® charter mainly work in asset management, private wealth management, in private equity and infrastructure, financing and investment bank as well as risk management. They actively participate in the Montreal economy’s vitality.


CFA Montreal strives to advocate the highest standards of ethics, professional excellence and to promote the CFA charter as well as to serve our members as a source of education, thought leadership and career development.

our values

We believe that financial markets and services should operate in the following ways:

  • Investment professionals contribute to the ultimate benefit of society through the sustainable value generated by efficient financial markets and by effective investment institutions.
  • Good stewardship and high ethical standards are necessary for trust and confidence to be secured and for society to be served. Financial markets should afford every investor the opportunity to earn a fair return.
  • Financial markets are more effective with knowledgeable, diverse participants.
  • High ethical principles and professional standards are essential to positive outcomes; rules and regulations, while necessary, are not sufficient by themselves.

our vision

The CFA® designation is the hallmark of excellence for investment leaders and is respected in our business community and around the world.

Setting the standard for the profession and ethical and professional principles, CFA Montreal leads through its investment expertise and the protection of investors.