CFA Society Edmonton

A Member of the CFA Institute Global Network of Societies

 ‭(Hidden)‬ Feature Event


Wednesday, January 21, 2015

 Shaw Conference Centre

Cocktail Reception 5:00 PM
Dinner & Program 6:00 - 9:00 PM

Forecast Speakers

Ed Devlin
Managing director, 
Generalist portfolio manager, and
Head of Canadian Portfolio Management,


Douglas Porter, CFA
Chief Economist and Managing Director
BMO FInancial Group

More Information


 ‭(Hidden)‬ Google Analytics


CFA Societies Canada Announcement

I am pleased to share exciting news that effective 1 August 2017, CFA Societies Canada was launched as a new national organization. 

For many years, Canadian societies have collaborated on numerous initiatives to bring greater value to our members, including speaker road trips, a national compensation survey, a Canadian employer brochure, and most recently a national brand campaign. Foremost among our shared efforts has been the excellent work of the Canadian Advocacy Council (CAC), a dedicated volunteer group of Canadian CFA charterholders, who work directly with regulators and policy makers across Canada.  

Through these shared projects and our collaboration with the CAC, it has become clear that additional structure is required to be more effective at a national level. Consequently, the twelve Canadian member societies have unanimously agreed to establish CFA Societies Canada to provide that enhanced structure.  

CFA Societies Canada will be supported by a full-time staff, including a Managing Director, and will have access to increased CFA Institute funding, enabling more timely and effective delivery of projects and resulting in a stronger voice in Canada on important issues facing investors and our members. It will also enable a greater awareness of the CFA Institute brand. 

CFA Societies Canada represents a shared vision among the twelve Canadian member societies and CFA Institute, working strategically to maximize the value that we deliver to you, our members.  

I am also excited to begin our search for the Managing Director who will lead CFA Societies Canada. The Managing Director will provide strategic leadership and operational oversight for the organization, manage volunteer committees, and represent CFA charterholders in Canada at a national level in communications with policy makers, media, and industry groups. The Managing Director will work closely with the Canadian Advocacy Council, to increase our relationships with regulators and policy makers across Canada. We encourage all those interested to apply. For more information, view the full job description here.

To learn more about CFA Societies Canada and/or the Managing Director position, please visit, read the FAQs or contact

Sincerely, ​

Clayton Gall, CFA
Chair, CFA Societies Canada

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 ‭(Hidden)‬ NEWS

​​​2015 National CFA Charterholder Compensation Report​

The results are in from the second National CFA Charterholder Compensation Survey! This study was designed to provide Canadian CFA charterholders with compensation information to help with career assessment and planning.

The self-reported data included in this report covers broadly defined positions and, as such, provide members with useful directional frames of reference about pay levels and other key means of compensation. It should be noted that the survey includes only data from a sample of Canadian CFA charterholders and it is not necessarily representative of the full CFA Institute membership or the total population of individuals in these positions or locations. 

While salary is a key component of the study, other factors such as prior positions held, deferred compensation, corporate and self-managed AUM, and trends in pay, including base pay, bonuses, stock options, benefits, pensions, and geographic impact were also analyzed. The National CFA Charterholders Compensation Survey was in field from April 28 to May 25, 2015 and had just over 2,600 respondents, an increase from 2,135 respondents in the 2011 survey.

Here are a few highlights:

Top roles performed include financial analysis (65%), client relationship management (52%), portfolio management/stock selection/analysis (45%), strategy development and planning (40%), general management/administration (37%), performance measurement (34%) and internal control and risk management (31%).

AUM: More than half (53%) of members say they personally manage assets for their employers, managing an average of $4.2 billion.

Aggregate average compensation across all CFA charterholders: The mean total compensation rose by nearly 20%. Sixty percent expect compensation to rise in 2015, with 24% expecting it to remain the same and just 5% expecting a decrease.

Total compensation varies by region, sector and position held: These details are provided in the full report. Highlights include higher compensation for equity PMs and Financial Advisors/Brokers than those in roles of marketing and product development, compliance/regulatory, buy-side research analyst (other) and portfolio analyst.

In the complete 2015 National CFA Charterholder Compensation Report, you'll find expanded coverage of the above topics, along with detailed charts and graphics addressing other intriguing topics.

Download the summary report

Download the full report

If you have any questions about this research please contact Candice Spencer, Canadian Region, Relationship Manager at

 Putting Investors First

We are proud to join with CFA Societies across ​Canada and around the world
to recognize May as Putting Investors First Month, a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others.

We all share the responsibility of using our professionalism to build a stronger investment management industry. By promoting endorsement of the Statement of Investor Rights, you put investors first and become part of the movement towards a brighter future of finance.

Join the global movement!. Endorse and share the Statement of Investment Rights.

 Contact Us

Mailing Address:
P.O. Box 479,
21 Standard Life Centre,
10405 Jasper Avenue
Edmonton, Alberta, Canada  T5J 3N4
E-mail Us: ​

 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.



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