Find a Charterholder

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 individuals 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.

David Allard, CFA 

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

Brandon Foster, CFA, CPA 

Scotia Wealth Management 

Clayton Gall, CFA 

​​RBC Phillips, Hager & North Investment Counsel Inc. 

Shauna George, CFA, CFP 

​RBC Phillips, Hager & North Investment Counsel Inc. 

Jason Granger, CFA, CPA, CA 

​​Fipke Group 

Christoph Himmelstein, CFA 


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, CFP 

Wellington-Altus Private Wealth 

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


Richard Youds, CFA 


Darren Zalay, CFA

​RBC Dominion Securities

Michael Zuk, CFA 

RBC Dominion Securities