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Our mission is to support the business and professional growth of our 390 members in the Gatineau-Ottawa region.

Join us in April for our flagship event of the year.

We always look for ways to maximize the value to members and promote the value of the CFA Charter within the local community.

A Member of the CFA Institute Global Network of Societies

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.

Next Event

Title

2019 Annual Forecast Dinner
Shaw Centre 55 Colonel By Dr, Ottawa, ON K1N 9J2
Start Time: 4/16/2019 5:00 PM
End Time: 4/16/2019 9:30 PM
All Day Event:

With 400+ members in the Ottawa-Gatineau region, the CFA Society Ottawa’s mission is: To support the business and professional growth of its members by: Promoting awareness of the CFA charter amongst the local community, key employers and the investing public; and providing opportunities for the local financial community to gather in a collegial atmosphere of knowledge sharing and networking. Aligned with our mission, the annual CFA Society Ottawa Forecast Dinner is the foremost investment conference in the nation’s capital, attended by investment professionals, including portfolio managers, security analysts, investment advisors, corporations, and CFA Program candidates. Registration is now open. REGISTER HERE. Click here to view the 2019 Forecast Dinner sponsorship packages.

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

Press Release
Summary Results

Upcoming Events

TuesdayApr, 2019

2019 Annual Forecast Dinner

5:00 PM - 9:30 PM

News

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

The Winter 2019 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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