Finance in action

With CFA Montréal, discover finance in action

A leader in the investment profession, CFA Montréal is made up of more than 3,500 professionals and 1,500 candidates who have chosen the unique expertise offered by the CFA® program and contribute to the growth of Montreal's financial sector and economy.

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Career Program Commitment Discovery Activities Projects Career Program Commitment Discovery Activities Projects
New partnership with JA Québec: for the future of young people.

New partnership with JA Québec: for the future of young people.

CFA Montréal is proud to announce that it is partnering with JA Québec Educational Programs, a non-profit organization dedicated to financial and entrepreneurial education for youth.

Read the news release
FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

FIVE MEMBERS SHOWCASE THE CFA DESIGNATION IN THE MEDIA BY SHARING THEIR JOURNEY WITH STUDENTS

The CFA designation is the key to a multitude of careers in finance! CFA Montréal collaborated with the Financial Post and Urbania to portray the inspiring profiles of several members in order to demystify the investment management profession and raise awareness of the CFA program among students.

Read the article by the Financial Post

Read the article by Urbania

Upcoming events

The Evolution of Fixed Income: Navigating toward Success in a Higher Rate Environment

Investment Management
With bonds yield at their most attractive levels in two decades, 2024 brings a renewed market confidence in policymakers' ability to orchestrate a soft-landing scenario. Our expert panel delves into the current market outlook and explores the evolving landscape of fixed income investments. From Canadian bonds to international fixed income, attendees will gain valuable insights and actionable strategies for portfolio positioning amidst anticipated volatility. Don’t miss the opportunity to stay ahead of the curve and learn from our experts. The event will take place in French with Q&A in French and English.The login link will be sent to you the day before.A recording will be made available for 30 days to all registered participants after the event.

New CFA Charterholders Graduation Cocktail

Networking
Free
Every year, we celebrate the important professional milestone that is becoming a CFA charterholder with a graduation ceremony. This is a rite of passage designed to honour CFA graduates for their exemplary achievement and dedication. Given the space limitations, tickets will be issued on a first-come, first-served basis. We look forward to seeing you there! Note: By invitation only for CFA charterholders who have received their CFA designation between April 1, 2023 and April 30, 2024.

Forecast Dinner

Investment Management
Sold out
The Forecast Dinner is one of Montreal’s most successful financial industry events. Our moderator Vincent Delisle, CFA, Executive Vice-President and Head of Liquid Markets at CDPQ, will exchange with our panelists Karen Karniol-Tambour, Co-CIO at Bridgewater and Torsten Slok, Chief Economist and Partner at Apollo Global Management. Our experts will share their views on important trends impacting the global economy and financial markets. Talking about their area of expertise, each panelist will make a short presentation before engaging in a debate that is both relaxed and entertaining. The exchanges will take place in English.

Seeking CFA expertise