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
  • More than 2,700 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

Our mission

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

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

President
CARL ROBERT, CFA
President
PSP Investments
1st Vice-President and Responsible for Communications
MARIEM ELSAYED, CFA
Fiera Capital
2nd Vice-President and Responsible for Strategy and Diversity
ODRÉE DUCHARME, CFA
Caisse de dépôt et placement du Québec
Treasurer and Responsible for FinTech
THOMAS GAGNÉ, CFA
Desjardins
Secretary and Responsible for Governance and Content
SALIM LAAROUSSI, CFA
Banque Nationale
Director, Mentoring, Membership and professional Conduct
JEAN-BASTIEN AUGER, CFA
PSP Investments
Director, Events and ESG
MICHEL CHARON, CFA
PBI Conseillers en actuariat
Director, Employers and Industry Relations
JULIE DUCHARME, CFA
Blackrock
Director, Professional Development
LUDOVIC DUMAS, CFA
Claridge Inc.
Director, University Relations
SHAHENDA EL GINDI, CFA
CN Investment Division
Director, Sponsorship
STEVE FOLEY, CFA
RBC Capital Markets
Director, Services for Candidates
SANDY POIRÉ, CFA
CN Investment Division
Past President
FREDERICK CHENEL, CFA
Fiera Capital
Honorary President
SOPHIE PALMER, CFA
Jarislowsky Fraser
Executive Director
ANN-MARIE GAGNÉ
CFA Montreal

COMMITTEES

MEMBERSHIP

The Membership Committee is responsible for reviewing new membership applications. It verifies if the eligibility criterion have been met.

CHAIR

Salim Laaroussi, CFA

COMMUNICATIONS

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. 

CHAIR

Mariem Elsayed, CFA

PROFESSIONAL DEVELOPMENT

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. 

CHAIR

Ludovic Dumas, CFA 

COMMITTEE MEMBERS 

Philippe Hébert, CFA

GOVERNANCE

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.

CHAIR

Salim Laaroussi, CFA

COMMITTEE MEMBERS

Frederick Chenel, CFA | Sandy Poiré, CFA | Carl Robert, CFA

EVENTS & ESG

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.

CHAIR

Michel Charron, CFA

COMMITTEE MEMBERS 

Frederick Chenel, CFA | Stéphane Gagnon, CFA | Mengwei Gao, CFA | Jean-Paul Giacometti, CFA | Yusuke Khan, CFA | Jacques Lussier, CFA | Nissrine Marouk, CFA | Sophie Palmer, CFA | Sam Reda, CFA | Miville Tremblay, CFA

UNIVERSITY RELATIONS

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. 

CHAIR

Shahenda El Gindi, CFA

COMMITTEE MEMBERS 

Danielle Filistin, CFA | Valeria Ursu, CFA | Mengwei Gao, CFA  | Sukyong Yang, 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.

CHAIR

Juile Ducharme, CFA

SERVICES FOR CANDIDATES

The Committee promotes the resources available to CFA Program candidates during their studies and develop services suiting their particular needs.

CHAIR

Sandy Poiré, CFA 

SPONSORSHIP

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.

CHAIR

Normand Vachon, CFA

COMMITTEE MEMBER

Charles Provost, CFA

MENTORING

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.

CHAIRS

Jean-Bastien Auger, CFA and Julie-Andrée Côté, CFA

COMMITTEE MEMBERS

Richard Babineau, CFA | Ron Cheshire | Daniel Conti, CFA | Brian Cyr, CFA | Patrick Fontaine | Edmund Piro, CFA | Marjorie Skolnik, CFA | Nicolas St-Onge

CONTENT

The Content Committee feeds the Board and the Committees with the latest trends and contributes to ensuring that CFA Montreal remains of Thought Leader.

CHAIR

Salim Laaroussi, CFA

COMMITTEE MEMBERS

Dominique Djetou, CFA, Florent Lefebvre, Hasan Uzun, CFA

WOMEN IN INVESTMENT MANAGEMENT

The committee’ objective and mission is to promote and support women in investment career development and to inform students about the profession.

CHAIR

Odrée Ducharme, CFA

COMMITTEE MEMBERS

Adriana Arrillaga, CFA | Ioana Circo, CFA | Laura Cohen, CFA | Shahenda El Gindi, CFA | Mariem Elsayed, CFA | Sophie Palmer, CFA | Sandy Poiré, CFA | Kelly Trihey, CFA

FINTECH

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.

CHAIR

Thomas Gagné, CFA

COMMITTE MEMBERS

Francis Belhumeur, CFA | Jonathan Bérubé, CFA | Marie Gravel, CFA | Yan Lapointe, CFA | Jonathan Lépine, CFA | Georges Moraitis, CFA | Philippe Schingh-Massé, 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 activity@cfamontreal.org if you are interested in being part of our strategic partners.

Major Partners

Addenda Capital

Addenda Capital

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.

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.

Desjardins Global Asset Management

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.

Fiera Capital Corporation

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.

Finance Montréal

Finance Montréal

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.

Horizons ETFs Management (Canada) Inc.

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.

Letko, Brosseau & Associates Inc.

Letko, Brosseau & Associates Inc.

Letko, Brosseau & Associates Inc. is an independent investment manager founded in 1987. As at December 31, 2017, the firm manages over $30 billion in assets for more than 450 institutional investors and several thousand private clients. It has offices in Montreal, Toronto and Calgary.

PSP Investments

PSP Investments

PSP Investments is one of Canada’s largest pension investment managers, with $116.8 billion of assets under management as at March 31, 2016. We invest funds for the pension plans of the Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police and the Reserve Force.

Refinitiv

Refinitiv

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.

Triasima Portfolio Management

Triasima Portfolio Management

THE POWER OF THREE

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.