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 Vision & Mission

Our Vision
Shape the investment profession to best serve Canadians.

Mission Statement
Lead the investment industry in Canada by advocating for the highest professional standards, integrity, and ethics for the ultimate benefit of Canadians.
Organization Overview
CFA Societies Canada is a collaboration of CFA Institute and our 12 Canadian member societies. We represent CFA charterholders, the 12 societies, and the members of those societies in Canada to policy makers, media, and the public. CFA Societies Canada aspires to lead the investment management profession in Canada by raising ethical and professional standards, promoting fair markets, protecting investors, and increasing brand awareness. 
CFA Societies Canada focuses on three primary objectives:
1)    Advocacy:
•    Proactively identify, respond to, and offer solutions to relevant advocacy matters for Canadian stakeholders.
•    Be a trusted source of expertise to regulators, policy makers, and the public.
2)    Collaboration:
•    Identify, develop, and execute national initiatives that represent a shared vision among Canadian societies.
3)    Communication:
•    Effectively engage stakeholders.
In addition to leading Canadian advocacy efforts, CFA Societies Canada manages national projects for the 12 societies including brand awareness programs, compensation surveys, and university student competitions. We will be responsive to the needs and concerns of our member societies, and strive to support local society leaders in their outreach to employers and media. We will also partner with other organizations on policy positions and projects, as appropriate, in support of our mission.
CFA Societies Canada is governed by a volunteer Board of Directors representing the 12 societies and CFA Institute. We are funded by an annual grant from CFA Institute, which provides 90 percent of our annual operating costs; and proportional contributions from the 12 societies based on the number of their memb​ers. CFA Societies Canada is also supported by CFA Institute with training and services similar to that provided to the 12 member societies.
CFA Societies Canada relies on active volunteers from across Canada to guide our organization and to support our ongoing activities, projects, and policy work. We will employ a small professional staff, including a managing director, who will function as a national spokesperson for Canadian members, and a national relationship manager, who manages national projects.

CFA Societies Canada By-Laws (​July 13, 2017)​​​