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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.


CFA Institute Alpha and Gender Diversity Conference

​Westin Harbour Castle, Toronto, ON​

Start Time: 9/18/2017 12:00 AM
End Time: 9/19/2017 11:59 PM
All Day Event: Yes
As part of the CFA Society Ottawa's Women in Investment Management (WIIM) initiative, we are looking to send a local member to the CFA Institute Alpha and Gender Diversity Conference between September 18-19, 2017 in Toronto.

As our delegate, the CFA Society Ottawa will provide you with a ticket to the conference and an $800 travel voucher.  In return, we’ll be looking for you to post regular updates from the conference on our social media and ask that you meet other delegates and share ideas.  After the conference, you will be asked to share ideas with our Society volunteers that could be used to further our WIIM program in Ottawa.

If you are interested, please submit your application and a brief summary of why you would be a great conference reporter to  We are accepting applications through the end of August 18, 2017.



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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

Career Fair

6:00 PM - 9:00 PM


Spring 2017 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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