Three CFA Montréal members in the spotlight!

Three CFA Montréal members who specialize in private wealth management have been selected by CFA Institute to be part of its North American campaign, The Right Question. It aims to raise the profile and recognition of CFA charterholders among high-net-worth clients and the financial community.

The campaign will be promoted on social media, including LinkedIn and Facebook. Follow us on these platforms and share the videos with your network and clients.

Kathy Fazel, CFA, Vice-President and Investment Counsellor, at RBC PH&N Investment Counsel; Élyse Léger, CFA, Vice President, Private Wealth, at Fiera Capital; and Sophie Palmer, CFA, Portfolio Manager and Regional Director, at Jarislowsky Fraser and Honorary President of CFA Montréal, explain how a CFA charterholder adds value for investors who want to grow their wealth.

View the campaign