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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.
Appointment: Sophie Palmer named President of CFA Montréal
The Board of Directors of CFA Montreal is pleased to announce the appointment of Sophie Palmer, CFA, as President of our society.
Sophie Palmer, CFA, joined Jarislowsky, Fraser Limited in 1999, and became a partner at the firm in 2008. Ms. Palmer is a registered portfolio manager and currently manages portfolios for Private Wealth and Institutional clients in Canada.
“I am honoured to have been named President of CFA Montreal for 2015-2016 and look forward to this challenge with humility and enthusiasm. CFA Montreal is committed to enhancing the distinction and credibility of the CFA® designation in Montreal's investment community. For 65 years, CFA Montreal has promoted values and principles of excellence and ethics that must be upheld and constantly brought to the fore. The world of finance is always changing, and our society must be a proactive leader that sets standards of excellence within our industry.
My work experience and the many CFA Montreal members I've met with have continually affirmed the important role we need to play to ensure that financial professionals and their clients see the value of our designation. I am looking forward to start helping CFA Montreal write the next chapter in its history and to promote the value of the CFA® designation. I thank the members and the Board of Directors for this vote of confidence.”
Ms. Palmer succeeds Mr. Jacques Lussier, Ph.D., CFA, who was President of CFA Montreal's Board of Directors from 2013 to 2015. Our sincere congratulations to Ms. Palmer and our warm thanks to Mr. Lussier for their exemplary professionalism and commitment.