Sign In

Charterholders


These individuals achieved the highest distinction in the investment management profession by completing the CFA® Program. They've proven themselves by dedicating on average 1,000 hours of intense study to pass one of the most rigorous series of exams in the financial industry.

Use this directory to verify an individual’s CFA charterholder status or locate a financial advisor. Some members may not be listed as they have not opted in to being contacted. For further information please visit the member page of the CFA Institute website​. Every effort has been made to keep the information on this website accurate and current, but it is provided with no warranty of any kind.

Do not use this directory for purposes such as advertising, solicitations, and mass communications.

For members interested in changing, adding, or removing your listing please contact us​.


NAME​COMPANY
​CONTACT
David Allard, CFA
​The Navigation Team, Scotia Wealth Management
​Mark Ameerali, CFA, CFP
​Raintree Financial Solutions
Lee Appleton, CFA
​CIBC Wood Gundy
​Scott A. Beaton, CFA
​Grant Thorton LLP
Serge J. Beaudry, MBA, CFA
Odlum Brown Limited
​Gordon Bell, CFA
​The Navigation Team, Scotia Wealth Management
Yon Bergson, CFA
TD Wealth Private Investment Counsel
​Jimmy Kwame Boateng, CFA
Odlum Brown Limited
​Shane Calhoun, CFA
​Columbia Threadneedle Investments
Bruce Campbell, CFA
​StoneCastle Investment Management
Jesse Chambers, CFA
​Russell Investments
Stefan Cowell, CFA
​Nova Scotia Health Employee Pension Plan
David Cox, CFA
​CIBC Wood Gundy
Raymond A. K. Cox, CFA
​Thompson Rivers University
Scott Davidson, CFA
BMO Private Investment Counsel
Jason Dawes, CFA
​IG Private Wealth
​Dominik Dlouhy, CFA
​IG Wealth Management
Nakita Edwards, CFA
Okanagan College
Gordon Fawcett, CFA
GDF Investment Consulting
Clayton Gall, CFA
​RBC Phillips, Hager & North Investment Counsel Inc.
Shauna George, CFA, CFP
Newport Private Wealth
Jason Granger, CFA, CPA, CA
​Fipke Group
Christoph Himmelstein, CFA
​N/A
​Kuan Ho, CFA
​RBC Dominion Securities
​Kevin Mason, CFA
​ERA Forest Products Research
Jeremy P. Mason, CFA, CIM, CFP, FCSI
​Odlum Brown Limited
Blaine C. McKain, CFA
BMO Private Investment Counsel Inc
Elena Mitropolsky, CFA
​Okanagan College
Darren K. Morcom, CFA
BMO Nesbitt Burns
​Tyler Mordy, CFA
​Forstrong Global Asset Management Inc.
Brant A. Munro, CFA
Canadian Western Bank
Robert Oleksyn, CFA
Credential Securities INC
Grant D. Oram, CFA​Raymond James
Mark Reineking​, CFA
Lift Auto Group
Nigel Roberts, CFA
​Bluenose Investment Management Inc.
Derek Sanders, CFA
​​SVG Capital Group
Coreen T. Sol, CFA
CIBC Wood Gundy
​Vaibhav Sood, CFA
TD Bank Financial Group
Michael Thom, CFA
​RBC Dominion Securities
Evan Turner, CFA
​Nicola Wealth
Trever Weatherly, CFA
​​N/A
Richard Youds, CFA
​CIBC
Darren Zalay, CFA
RBC Dominion Securities
Michael Zuk, CFA
​RBC Dominion Securities