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CFA Society Ottawa

 Welcome to CFA Society Ottawa

CFA Ottawa Society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.
As one of the CFA Institute member societies, our society connects members to a global network of investment professionals.


 Who is CFA Institute?

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


 Upcoming Events

Location InfoFilter
Alternative investmentsUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor, Ottawa, ON
Thinking beyond the Canadian Dollar: The importance of managing currency exposure in an international portfolioUse SHIFT+ENTER to open the menu (new window).
Rideau Club, 99 Bank Street, 15th floor
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The Summer 2014 issue of the CFA Ottawa Society Newsletter is now available. Please take a moment to see how we've been working to serve our members by clicking here.

 2012 Canadian Compensation Survey

Press Release
Summary Results

Members can request the final detailed report (64 pages) by contacting Trevor Mulligan at

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