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

Here's What's Happening

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Sep 25, 2019

The Forum Conference will be a full day of networking and speaking events featuring topics within Public Markets, Responsible Investing and Alternative Investments. Participants will have the opportunity to learn from and engage with experts representing several investment strategies. The event is sure to be entertaining as well as educational. The programming schedule will be announced in the coming weeks. The Forum will be followed by a networking event, alongside the annual Career Fair Wine & Cheese Event. Complimentary beverage and Hors d'oeurves served throughout the evening.

2019 Forum Conference + Career Fair

Sep 25, 2019

The CFA Society Ottawa will be hosting the Annual General Meeting on September 25th via conference call this year to approve this year's upcoming budget and last year's financial statements. We encourage members to participate in this short meeting.

Oct 02, 2019

The speakers will address the macro environment – myth and reality – and how it impacts the markets. Brad Gibson will talk about the fixed income markets and John Lin will talk about equities. They will highlight the challenges and opportunities to investing in the region. The presentation will also address who is invested there now and include a strategy for new investors to begin allocating to these markets, which are now too big and too important to ignore.

China Today: What Canadian Investors Need to Know About the Stock and Bond Market

Nov 07, 2019

The investment management industry has dramatically changed over time and will continue to evolve in the future. In a crowded industry, understanding yesterday, today and tomorrow is critical to you for many reasons including career advancement, investment decision making, firm positioning, and strategic thinking.

The Future Of The Investment Management Industry

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