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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.
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Welcome to the next step in your career!

CFA Montreal’s Mentorship Program has successfully matched over 100 mentors and mentees since 2011 and is proud to bring you this opportunity to learn from others.  Mentoring, we believe, is a unique way to encourage that process.  Our program is aimed at tapping into the knowledge of more experienced professionals and taking time to ensure a customized pairing with emerging leaders of our society.

An information session will be held on September 12, 2018 at the Novotel Hotel, 1180 de la Montagne. Registration is mandatory

How it works:

  • Motivated mentees are interviewed and matched with experienced mentors for a calendar year
  • Mentors and mentees receive training at the program launch in the form of an interactive presentation with experts

Why be a Mentee?

  • Exchange with someone outside of your network on the next phase of your career
  • Learn from the wisdom of a more seasoned professional
  • Benefit from access to an experienced sounding board on career-related issues

Why mentor?

  • Develop leadership skills as you coach, motivate and empower your mentee
  • Satisfying way to give back to the financial community
  • Gain valuable leadership skills


The Mentorship Program lasts one calendar year. During the year, it is expected that the mentor and mentee meet face-to-face six to eight times. In addition, CFA Montreal will host a number of events in connection with The Mentorship Program to ensure you kick-start a productive relationship. These events include a workshop and small group meetings with seasoned executives from various backgrounds. 

Who can apply?

Candidates applying to become a mentee or mentor must be conscientious and willing to make a commitment to the program and to accept the responsibilities that accompany the opportunity.



  • Must be members of CFA Montreal
  • Emerging leader within the financial community (5-7 years experience)
  • Transitioning to a management role or towards greater responsibilities; or
  • Wishing to change careers or rebrand themselves (note, this is not to help you find a job); or
  • Starting a business in the financial sector.


  • Experienced professionals who are willing to share their insights with mentees and are open to learning how to manage a mentorship relationship successfully.

Mentor Application

If you wish to be considered as a mentor, simply write to and include your CV or biography.  For additional information, do not hesitate to reach out to the co-directors of the program: Jean-Bastien Auger, CFA and Julie-Andrée Côté, CFA to

Mentee Application

If you wish to apply as a mentee, please fill the application form. Applications must be received no later than 5pm on October 1st, 2018. 

Selection Process for Pairing

The matching committee personally reviews the applications and interviews selected candidates in October 2018 to better understand their profiles and needs. The pairs will subsequently be announced to the selected individuals, who will be invited to a kick-off breakfast/training session December 13, 2018.