About CFA Montreal

Finance in action

CFA Montréal is a leader in the investment profession. As a proud partner of key players in Montréal's financial world, our association actively contributes to the growth, health and culture of collaboration in this dynamic ecosystem. CFA Montréal is part of the CFA Institute's global network.

Our association is made up of highly talented men and women. The Chartered Financial Analyst (CFA®) designation is the highest distinction in the financial sector. It is recognized worldwide and attests to the rigorous academic background and career path that prepared these professionals to face the most complex challenges and issues in finance and investment management.

  • Tenth largest CFA society in the world
  • 3,000 charterholders
  • More than 2,000 candidates registered for the exams
  • More than 5,000 participants in events each year
  • Ten CFA Institute Excellence Awards since 2013
  • Seventy years in the local community

Our mission

Contribute to the development of our members' skills and career progression and promote their expertise, the CFA® designation and its values of ethics and professional excellence.

Our vision

To be recognized for the expertise and influence of our members in the Montreal finance ecosystem and to represent a community of members committed to their association.

Our values

In addition to the values of ethics and professional excellence associated with the CFA® designation, CFA Montréal has adopted complementary values:

  • respect
  • boldness
  • collegiality
  • collaboration
  • integrity
  • humility

CFA Institute

CFA Institute sets the standards for the practices of investment professionals and administers the CFA® program, which leads to the Chartered Financial Analyst designation. The CFA Institute is made up of more than 170,000 investment experts in 164 markets. 

2021-2022 Board of directors

President
ODRÉE DUCHARME, CFA
Caisse de dépôt et placement du Québec
Vice-President
SANDY POIRÉ, CFA
CN Investment Division
Treasurer
THOMAS GAGNÉ, CFA
Desjardins
Secretary
JEAN-BASTIEN AUGER, CFA
PSP Investments
Director
Lise Estelle Brault, CFA
Autorité des marchés financiers
Director
MICHEL CHARRON, CFA
PBI Conseillers en actuariat
Director
Tamara Close, CFA
Close Group Consulting
Director
Julie-Andrée Côté, CFA
BlackRock
Director
JULIE DUCHARME, CFA
PH&N
Director
LUDOVIC DUMAS, CFA
Claridge
Director
Jean-François Tremblay, CFA
Beneva
Director
Haig Vanlian, CFA
Deloitte
Past President



CFA Societies Canada Board Member
CARL ROBERT, CFA
PSP Investments
Honorary President
FREDERICK CHENEL, CFA
Fiera Capital
Executive Director
Jo-Ann Hajdamacha
CFA Montréal

STRATEGIC COMMITTEES

Audit Committee

Chair: Thomas Gagné, CFA

COMMITTEE MEMBERS

Lise Estelle Brault, CFA | Michel Charron, CFA | Ludovic Dumas, CFA | Jean-François Tremblay, CFA

The Audit Committee assists the Board of Directors with its duties and obligations regarding the quality and integrity of the organization’s financial reporting. It also contributes to external audit, internal monitoring, risk management and information security activities.

Governance Committee

Chair: Sandy Poiré, CFA

COMMITTEE MEMBERS

Julie Ducharme, CFA | Odrée Ducharme, CFA | Haig Vanlian, CFA

The Governance Committee supports the Board of Directors in establishing governance based on the principles of efficiency, transparency and accountability. It is responsible for reviewing the structure, composition, mandate, performance and operations of the Board and its committees. Its goal is to ensure the best possible service for members in accordance with the ethical and professional standards of CFA Montréal and the CFA Institute.

Strategic Planning Committee

Chair: Jean-Bastien Auger, CFA

COMMITTEE MEMBERS

Tamara Close, CFA | Julie-Andrée Côté, CFA  | Julie Ducharme, CFA | Odrée Ducharme, CFA | Carl Robert, CFA

This committee contributes to the strategic reflection process that underlies the development of the organization’s strategic plan. Once the direction, objectives and development focuses are identified, the committee works with senior management to implement the strategic plan, defining an annual action plan and KPIs.

MANAGEMENT COMMITTEES

Programming and Events Committee

Chair: Nissrine Marouk, CFA |  Vice-Chair: Michel Charron, CFA

COMMITTEE MEMBERS  

Frédérick Béland, CFA | Ioana Circo, CFA | Ralph Daghfal, CFA | Maxime Dubé, CFA | Jean-François Fortin, CFA | Stéphane Gagnon, CFA | Yusuke Khan, CFA | Meriem Mehdaoui, CFA | Mathieu Pineau-Pelletier, CFA | Sam Reda, CFA | Miville Tremblay, CFA 

This committee is responsible for supporting CFA® charterholders in their networking and ongoing training by offering a calendar of targeted activities based on members’ professional development and training needs. It also stays current on developments in the industry to update members on new trends, best practices and matters related to professional conduct.

Mentoring Committee

Chair: Philippe Masin, CFA | Vice-Chairs: Catherine Lévesque-Roussel, CFA and Ludovic Duquette-Dépatie, CFA 

COMMITTEE MEMBERS  

Jean-Bastien Auger, CFA | Richard Babineau, CFA | Brian Cyr, CFA | Daniel Conti, CFA | Julie-Andrée Côté, CFA | Pierre Czyzowicz, CFA | Julie Ducharme, CFA | Patrick Fontaine | Edmund Piro, CFA |  Marjorie Skolnik, CFA |  Nicolas St-Onge

The Mentoring Committee oversees a unique mentorship program. Participants are matched by the Pairing Committee following a rigorous selection process.

University Relations Committee

Chair: Danielle Filistin, CFA 

COMMITTEE MEMBERS  

Lédéenne Chapleau, CFA | Guillaume Gagnier, CFA | Mengwei Gao, CFA  | Simon Guyard, CFA | Tatiana Hakim, CFA | Pascal Karel Matte, CFA | Melissa La Haye, CFA | Omar Mourad, CFA | Christophe Truong, CFA | Valeria Ursu, CFA | Sukyong Yang, CFA | Clara Lanxu Zhang, CFA

The committee establishes and maintains contact with finance professors and student associations from the various Quebec universities. It encourages meetings between students and professionals and promotes the CFA program.

ESG Committee

Chair: Tamara Close, CFA | Vice-Chair:  Ann-Marie Monette

COMMITTEE MEMBERS

Vincent Beaulieu, CFA | Gary Berdowski, CFA | Michel Charron, CFA | Ralph Daghfal, CFA  | Charles Fortier, CFA | Julien Laberge | Isabelle Laprise, CFA | Maria Maisuradze, CFA |  Réjean Nguyen, CFA | Michael Pultrone, CFA | Kenny Tang, CFA | Clara Lanxu Zhang, CFA

The ESG Committee monitors relevant industry news and issues with regards to environmental, social and governance (ESG) integration and sustainable investing.  They develop training sessions and educational content for members to acquire and broaden ESG-related knowledge and skills. Occasionally, committee members are invited to contribute to the development of positions on specific ESG issues or initiatives within the investment industry. Members also provide advisory support and knowledge to CFA Montreal with respect to the implementation of internal practices related to environmental, social and governance criteria.

Fintech Committee

Chair: Frédéric Béland, CFA

COMMITTEE MEMBERS  

Mariane Bastien, CFA | Francis Belhumeur, CFA | Jonathan Bérubé, CFA | Diane Dusabimana, CFA | Christian Lachaussée, CFA | Jonathan Lépine, CFA | Georges Moraitis, CFA | Philippe Schingh-Massé, CFA 

This committee monitors the industry for developments in financial technology and organizes training to help members gain fintech knowledge and skills.

OUR STRATEGIC PARTNERS 

CFA Montreal has set itself ambitious strategic objectives to benefit members, employers, investors and the Montreal financial community. However, it would not be possible for us to achieve our growth and training objectives without the invaluable support of our partners in the Montreal finance industry and business community.

CFA Montreal is grateful for the support of the following partners. We thank them for their vital contribution to the realization of our mission, ambitions and activities.

Contact us at activity@cfamontreal.org if you are interested in being part of our strategic partners.

PRESENTER

Caisse de dépôt et placement du Québec

Caisse de dépôt et placement du Québec

Caisse de dépôt et placement du Québec (CDPQ) is a long-term institutional investor that manages funds primarily for public and parapublic pension and insurance plans. As of December 31, 2018, it held CA309.5 billion in net assets. As one of Canada's leading institutional fund managers, CDPQ invests globally in major financial markets, private equity, infrastructure, real estate and private debt.

GOLD PARTNERSHIP

Finance Montreal

Finance Montreal

In finance, talent is a key ingredient for success. The professionals who hold the CFA ® designation are without question among the most talented in the Montreal financial services industry. They are exemplary ambassadors of our financial market and contribute greatly to the international stature of the city.

When Finance Montréal, Quebec’s financial hub, was created in 2010 by the major local financial institutions with the support of the Quebec government, the leaders who joined together to form it put the promotion of Quebec talent at the heart of its objectives. The partnership between Finance Montréal and CFA Montreal was a natural alliance, and it has continued to grow and flourish ever since. With its 24 Governor Members, 13 Associate Members and almost 100 volunteer professionals, many of whom hold the CFA ® designation, Finance Montréal fosters cooperation among a vast range of financial sector players to oversee the industry’s common interests and raise awareness of the financial specializations found in Montreal.

Finance Montréal and CFA Montreal are part of the same extended family. Together, we will continue to strengthen the financial services industry in Montreal and across Quebec by generating growth in high-value-added activities that are strategic to the sector’s development. To learn more about Finance Montréal, please visit www.finance-montreal.com.

PSP Investments

PSP Investments

PSP Investments is one of Canada's largest pension investment managers with C$169.8 billion of net assets as at March 31, 2020. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds of Canada’s federal Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, Canada, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

SILVER PARTNERSHIP

Blue Bridge – Independent Wealth Manager and Multi-Family Office

Blue Bridge – Independent Wealth Manager and Multi-Family Office

Blue Bridge offers its clients the experience, the diversified expertise and the talent of its team to advise and assist them in all of their projects. We provide them with a global and personalized patrimonial service, drawing on the advice of a network composed of the best European, North American and Asian independent external experts.

BMO Asset Management

BMO Asset Management

BMO Asset Management is focused on helping our clients across Canada meet their investment goals, while also building a more sustainable and secure future for us all. Our clients include institutional investors stewarding large pools of capital, advisors who help clients plan and save for their future and individuals managing their own personal assets. Investing well, in a fast moving and interconnected world, requires both a global perspective and an appreciation of local circumstances. These are strengths you can find at BMO Asset Management. We provide a spectrum of both active and passive capabilities across equities, fixed income, and alternatives. Alongside stand-alone asset class capabilities actively aiming to deliver outperformance, we offer a range of exchange traded funds featuring major benchmark indices, segmented fixed income, factor or rule-based beta, ESG, as well as innovative and active solutions. BMO Asset Management's Exchange Traded Funds (“ETF”) business was launched in 2009 and quickly became the top ETF asset gatherer in Canada, providing over 140 listings and managing over $87.6 billion in assets under management as of August 31, 2021.

Desjardins Global Asset Management

Desjardins Global Asset Management

Established in 1998, Desjardins Global Asset Management (DGAM) is one of Canada's largest institutional asset managers with in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment vehicles. DGAM strongly believes in the power of expertise and the importance of education. They’re the foundation of our approach, which focuses on accessibility, discipline and innovation.

That’s why DGAM proudly supports the mission of the CFA Society of Montreal and its efforts to advance and promote financial expertise. The excellent work the Society does makes it a major player in promoting Montreal’s financial knowledge. Our presence as a partner of the Society demonstrates our commitment to encouraging high-level knowledge sharing and helping ensure the highest degree of financial expertise in Montreal and throughout Quebec.

Triasima Portfolio Management

Triasima Portfolio Management

Triasima Portfolio Management is a Canadian investment management firm. It is wholly owned by its employees and directors, and is completely independent from any other company or organization. Triasima serves a select group of institutional and individual clients. The firm is known for its unique Three-Pillar Approach™, which combines fundamental, quantitative, and trend analyses in a rigorous, yet innovative, investment process.

BRONZE PARTNERSHIP

Addenda Capital

Addenda Capital

With more than $35 billion in assets under management, Addenda Capital offers innovative and traditional solutions for a clientele that is both institutional and private. Our investment team consists of more than 50 professionals located in Montreal, Guelph, Regina and Toronto. Having blended environmental, social and governance issues into our investment process, today we are playing an active role in the shift toward a net-zero economy while staying true to our commitment: serving our clients and generating wealth for a sustainable future. Given the complexity of challenges we are facing and the importance of championing financial expertise, we are proud to support CFA Montreal in the pursuit of its mission.

Amundi Asset Management

Amundi Asset Management

Amundi Asset Management, ranking among the top 10 global players, offers its clients a complete range of investment solutions in active and passive management, in traditional or real assets.

With its six international investment hubs, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi currently manages more than CAD 2.6 trillion of assets and has been present in Canada since 2008 with offices in Montréal and Toronto.

Fiera Capital

Fiera Capital

Fiera Capital is a leading independent global asset management firm with approximately C$171.0 billion in assets under management as of June 30, 2020. The Company provides institutional, retail and private wealth clients with access to full-service integrated money management solutions across traditional and alternative asset classes. Fiera Capital’s depth of expertise, diversified investment platform and commitment to delivering outstanding service are core to its mission of being at the forefront of investment management science to create sustainable wealth for clients. Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.

Horizons ETFs Management (Canada) Inc.

Horizons ETFs Management (Canada) Inc.

Horizons ETFs Management (Canada) Inc. is an innovative financial services company and offers one of the largest suites of exchange traded funds in Canada. The Horizons ETFs product family includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Horizons ETFs has over $14.6 billion of assets under management and 93 ETFs listed on major Canadian stock exchanges.

Optimum Asset Management

Optimum Asset Management

Optimum Asset Management is one of the asset management subsidiaries held by the Optimum Financial Group, a private Canadian financial group with international operations which employs 615 employees across Canada, the United States and in France.

With their wide range of traditional, alternative and innovative solutions, the asset management subsidiaries manage $8.1 billion Canadian dollars globally, as of September 30, 2021, for institutional and private wealth management clients.