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
- 2,900 charterholders
- More than 2,500 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
We are committed to promoting the highest standards of ethics and professional excellence, enhancing and raising awareness of the CFA® designation, contributing to investor knowledge and providing services and events that further the development of our members' expertise and careers.
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 167,000 investment experts in 164 markets.
2019-2020 Board of directors
The Communications Committee oversees all communications to members and is responsible for the deployment of the Society’s external strategic communications such as the campaigns.
Frederick Chenel, CFA
The Content Committee feeds the Board and the Committees with the latest trends and contributes to ensuring that CFA Montreal remains of Thought Leader.
Salim Laaroussi, CFA
Jean-Bastien Auger, CFA | Dominique Djetou, CFA | Florent Lefebvre | Marie-Josée Privyk, CFA | Hasan Uzun, CFA
EMPLOYERS AND INDUSTRY OUTREACH
This committee is responsible for ensuring a significant presence among employers and developing strong relations with associations and important actors in the finance industry.
Juile Ducharme, CFA
Michel Charron, CFA | Vice-Chair: Tamara Close, CFA
Vincent Beaulieu, CFA | Frederick Chenel, CFA | Ralph Daghfal, CFA | Maya Kabbara, CFA | Marie-Josée Privyk, CFA | Michael Pultrone, CFA | Kenny Tang, CFA
The Program & activities Committee is responsible for supporting CFA® charterholders in their ongoing training by offering a calendar of targeted activities founded on the professional development and training needs of our members.
Michel Charron, CFA
Frederick Chenel, CFA | Tamara Close, CFA | Ralph Daghfal, CFA | Éric Fontaine, CFA | Jean-François Fortin, CFA | Stéphane Gagnon, CFA | Jean-Paul Giacometti, CFA | | Yusuke Khan, CFA | Andrew Kost, CFA, | Mathieu Pineau-Pelletier, CFA | Sam Reda, CFA | Miville Tremblay, CFA | Carl Robert, CFA | Eduard Van Gelderen, CFA
The Fintech Committee’s purpose is to provide our members with specific content to develop their skills and make sure they are on top of our industry through conferences and events.
Thomas Gagné, CFA | Vice Chair: Lise-Estelle Brault, CFA
Francis Belhumeur, CFA | Jonathan Bérubé, CFA | Marie Gravel, CFA | Yan Lapointe, CFA | Jonathan Lépine, CFA | Georges Moraitis, CFA | Philippe Schingh-Massé, CFA
The Governance Committee is composed of board members. It ensures that the Society’s tools and organizational structure enable it to offer the best services and activities to its members as efficiently as possible. It is responsible for making certain that the existing structure can sustain the organization over the long term and that its governance reflects the standards of ethics and performance subscribed to by the Society.
Salim Laaroussi, CFA
Frederick Chenel, CFA | Sandy Poiré, CFA | Carl Robert, CFA
The Membership Committee is responsible for reviewing new membership applications. It verifies if the eligibility criterion has been met.
Jean-Bastien Auger, CFA
The Mentoring committe is responsible for the exclusive annual Mentorship Program he has created for CFA Montreal. The Pairing committe is in charge of selecting and forming the dyads.
Jean-Bastien Auger, CFA and Julie-Andrée Côté, CFA
Richard Babineau, CFA | Ron Cheshire | Daniel Conti, CFA | Brian Cyr, CFA | Patrick Fontaine | Edmund Piro, CFA | Marjorie Skolnik, CFA | Nicolas St-Onge
The objective of the Professional Development Committee is to support the advancement of members’ careers by ensuring that the Career Development program remains relevant to CFA® professionals and reflects current best practices in career management.
Ludovic Dumas, CFA
Philippe Hébert, CFA
SERVICES FOR CANDIDATES
The Committee promotes the resources available to CFA Program candidates during their studies and develop services suiting their particular needs.
Sandy Poiré, CFA
Lédéenne Chapleau, CFA
The Sponsorship Committee is responsible for developing strong ties with key players of the Montreal financial community in order to obtain additional financing in the planning of events and activities for the society’s members.
Steve Foley, CFA
Charles Provost, CFA
The University Relations Committee establishes and maintains contact with students associations and finance professors at Quebec’s from most Quebec’s universities. It encourages meetings between students and CFA® professionals and promote the CFA Program.
Shahenda El Gindi, CFA | Vice Chair: Danielle Filistin, CFA
Mengwei Gao, CFA | Alexis Pouliot-Deschamps | Suzy Knafo, CFA | Valeria Ursu, CFA | Sukyong Yang, CFA
WOMEN IN INVESTMENT MANAGEMENT
The committee’s objective and mission is to promote and support women in investment career development and to inform students about the profession.
Odrée Ducharme, CFA | Vice Chair: Ioana Circo, CFA
Adriana Arrillaga, CFA | Lucy Chher, CFA | Laura Cohen, CFA | Shahenda El Gindi, CFA | Mariem Elsayed, CFA | Sophie Palmer, CFA | Sandy Poiré, CFA | Kelly Trihey, CFA
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 email@example.com if you are interested in being part of our strategic partners.
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.
Desjardins Global Asset Management
As the portfolio manager of one of the largest cooperative financial groups in the world, Desjardins Global Asset Management strongly believes in the power of expertise and the importance of education. They’re the foundation of our approach, which focuses on accessibility and expert, relevant advice.
That’s why Desjardins Global Asset Management 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.
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 is one of Canada’s largest pension investment managers, with $168 billion of assets under management as at March 31, 2018. We invest funds for the pension plans of the Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police and the Reserve Force.
Fiera Capital Corporation
Fiera Capital Corporation, a leading independent asset management firm, is rapidly acquiring a global presence and reputation. With more than $128 billion in assets under management as at December 31, 2017, the firm offers to institutional, private wealth and retail markets full-service, integrated portfolio-management solutions that span a broad array of traditional and alternative asset classes. Clients stand to benefit from Fiera Capital's depth of expertise, diversified offerings, and performance-driven entrepreneurial culture.
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 about 200 institutional, sub-advisory, 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 that remains consistent under all market conditions.
Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients. With offices in Montréal, Guelph, Regina and Toronto and a team of over 50 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients' needs.
Horizons ETFs Management (Canada) Inc.
Horizons ETFs Management (Canada) Inc. and its affiliate AlphaPro Management Inc. are innovative financial services companies offering the Horizons ETFs family of exchange-traded funds. The Horizons ETFs family includes a broadly diversified range of investment tools with solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. With approximately $4.3 billion in assets under management and 73 ETFs listed on the Toronto Stock Exchange (as at January 31, 2015), the Horizons ETFs family makes up one of the largest families of ETFs in Canada. Horizons ETFs Management (Canada) Inc. and AlphaPro Management Inc. are members of the Mirae Asset Global Investments Group.
At Refinitiv, we have a bold vision for the future of the financial community. Formerly the Financial and Risk business of Thomson Reuters, we’re now a new company built on a unique open platform, high performance products, and best-in-class data. In the face of unparalleled industry change, we’re drawing on our deep knowledge and heritage of objectivity to drive performance and innovation with our customers and partners.