CFA Society Ottawa

Does Your Wealth Manager Measure Up?

CFA Charterholders are the premier choice for wealth management.

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CFA® Program

Achieve the highest distinction in the investment management profession – the CFA designation.

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CFA® Charterholders

Congratulations to Ottawa’s newest CFA Charterholders!

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FEATURED EVENTS

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Jan 28, 2020

The CFA Society Ottawa is introducing a lifestyle event, the first of its kind, to its annual programming line-up. Our inaugural event will be held on January 28th, 2020 at the Rideau Club. The event is set to bring together CFA charterholders and candidates, as well as the local finance community for a multi-speaker conference on mindfulness, focus, and a healthy work/life balance.

CFA Society Ottawa Lifestyles Event

Feb 05, 2020

An effective communications strategy is a key component of a financial crisis contingency plan, as it can contribute to containing a financial panic and preventing contagion into other parts of the financial system. However, recent advances in communication technologies and social media have created a world in which information travels almost instantaneously, where people are connected in real time, and where any source of information has the potential to affect behavior, irrespective of its accuracy.

Communication during financial crises

Feb 27, 2020

Game Theory and Macro Investing

Game Theory and Macro Investing (more details to come).

Mar 04, 2020

This hands-on course is an intensive program that will transform participants into Excel “Power Users”. The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create compelling financial analyses. The course covers intermediate and advanced level Excel topics. As such, participants should have a good working knowledge of Excel prior to taking this course.

March 4-5 Intermediate & Advanced Data Techniques Part 1 & 2

Mar 06, 2020

This hands-on course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build and error check macros that are robust and easy to use. Participants will be introduced to best practices using VBA (Visual Basic – the programming language for macros) and the construction of powerful, error-free macros.

March 6th - VBA and Macros

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

Ambassador Program Promotes Values and Ethical Standards

Interested in building a network of exceptional investment professionals at your firm and with fellow members?

Networking

ARTICLE

Seeking Mentors for Year-Long Mentoring Program

Our Mentorship Program connects professionals early in their careers with experienced mentors through a unique program.

Mentorships

Leading The Ottawa Investment Community

Does Your Wealth Manager Measure Up?

CFA® Program

CFA® Charterholders

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

Ambassador Program Promotes Values and Ethical Standards

ARTICLE

Seeking Mentors for Year-Long Mentoring Program

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.

MFS

Acadian

Bfinance

Franklin Templeton

Phillips, Hager & North

Aberdeen Standard Investments

CMLS Asset Management LTD

Fidelity Investments

Foyston, Gordon, & Payne Inc.

Minto Apartment REIT

Addenda Capital

Pimco

BNP Paribas

Doherty & Associates

Invesco

Mawer

Pavilion Global Markets

Schroders

Triasima

Global Alpha

Manulife Investment Management

Alliance Bernstein

IG Wealth Management

BlackRock

Fiera Capital