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 Welcome to CFA Society Ottawa

CFA Ottawa Society is a local chapter of the CFA Institute​ - a global association of investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we support the CFA Institute in promoting:

  • ethical and professional standards within the investment industry,
  • professional development through the CFA Program and continuing education,
  • an exchange of information and opinions among people within the local investment community and beyond, and;
  • the public's understanding of the CFA designation and the purpose of the investment management industry.


Women: Paving the Way in Finance

Carleton University, Richcraft Hall Atrium
Ottawa, ON

Start Time: 10/2/2018 6:00 PM
End Time: 10/2/2018 8:30 PM
All Day Event:

​External event

Join the Sprott School of Business on October 2nd for an insightful and practical discussion on careers in the finance industry.
Girvan_Christine (1).jpg
Christine Girvan
Head of Canadian Distribution
MFS Investment Management

We will be joined by Christine Girvan, Head of Canadian Distribution at MFS Investment Management,
and a panel of accomplished professionals (see below) who will discuss how the industry has evolved, where it is heading, and how this evolution is contributing to the diversity of career opportunities in finance.
This evening will conclude with a networking reception with special guests from the finance industry in Ottawa.

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 About CFA Institute?

CFA Institute is a global association of investment professionals that sets the standards for excellence in the industry.

 2015 Canadian Compensation Survey


Read the CFA Societies Canada comments on Regulation of Financial Planners​:  More here ​


The 2018 Year in Review Edition 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​​.

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