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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.


2018 CFA Society Ottawa Forum Conference+ 400 Member Celebration + Career Fair -Wine & Cheese

​Shaw Convention Centre

Start Time: 9/11/2018 10:30 AM
End Time: 9/11/2018 8:30 PM
All Day Event:

Event Description:

The Forum Conference will be a full day of networking and speaking events featuring the CFAI President and CEO, Paul Smith. Participants will have the opportunity to learn from and engage with experts representing several asset classes from fixed income, alternatives and equity investments. The event is sure to be entertaining as well as educational.  Forum sponsors have the option of appointing a speaker to one of seven speaking slots during the conference.  The programing schedule will be announced as speakers are confirmed.


The Forum will be followed by a 400+ Member Social Celebration and Networking Event.  Attendees and those who could not make the conference will have an opportunity to network and celebrate the new member milestone over cocktails.


Following the 400+ Member Celebration will be the Career Fair Wine & Cheese event. Students and job seekers will have the opportunity to network with some of the most prominent and sought-after employers interested in accessing CFA charterholders and candidates.  Complimentary beverage and Hors d’oeuvres served throughout the evening. 

Please view the Conference tab or click here for more details.

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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 Spring 2018 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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