CFA Society Ottawa

A Member of the CFA Institute Global Network of Societies


 Welcome to CFA Society Ottawa

CFA Ottawa Society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.
As one of the CFA Institute member societies, our society connects members to a global network of investment professionals.



National Arts Centre​, ​53 Elgin Street, Ottawa, ON.

Start Time: 12/2/2015 5:45 PM
End Time: 12/2/2015 7:00 PM
All Day Event:

The CFA Society Ottawa will be hosting our Annual Holiday Social on December 2, 2015 at the NAC, from 5:45 to 8:00 pm.  Those attending the social have the option of attending the Nutcracker performance at 7:00 pm, by purchasing tickets, as per instructed below. All tickets [including family] are 20% off.

Please email if you plan to attend the Annual Holiday Social (no cost).  Hors d'oeuvres will be served and one complimentary beverage per person will be provided.

Date : Wednesday, December 2/15

Time: 5:45pm to 7:00pm Annual Holiday Social/Reception

                Cash bar

Hors d'oeuvres provided

7:00pm - Performance

Event: Canada's Royal Winnipeg Ballet 


Member fee: 20% off all ticket prices - you select # of seats and seat location from website. Spouses and family receive discount, as well.

​You must order tickets directly at the links below inorder to receive the above discounts.  Please contact the NAC directly with any registration related questions.


The Nutcracker – Casse-Noisette

FR -

EN -

Ticket order procedure:

1] Click on our exclusive website above

2] Click on Wednesday, December 2/2015 - Find Tickets

3] Enter promo code - CFA15- in the Offer code space [ 

    middle of page beside price range]

4] Click on check mark✓, to activate 20% discount

5] Proceed to book # of seats under special promo code

​Graham Edwards, CFA


Rideau Club, 99 Bank Street, 15th floor

Start Time: 12/9/2015 11:45 AM
End Time: 12/9/2015 1:30 PM
All Day Event:
  • The presentation will include the following topics:
  • Canadian equity market – correction or bear market?
  • Spotting growth in a deteriorating global growth environment
  • Resource exposure and high degrees of business cyclicality in Canada
  • Portfolio construction in volatile markets.

Speaker: Aly Alladina, Partner, PCJ Investment Counsel

Aly Alladina became a member of the PCJ team in 2000 and is responsible for Canadian Equity Strategy, fundamental research and trading. Prior to joining PCJ he was a member of the Connor, Clark and Lunn Investment Management Ltd. fixed income team in Vancouver.  He holds a BBA from Simon Fraser University and the CFA designation.

Date:    December 9th, 2015

Place:   Rideau Club, 99 Bank Street, 15th floor

Time:   11:45 Registration

            12:00 Lunch starts

            12:15 Presentation

Registration deadline is Friday, December 4th, 2015.

Dress: Business dress (jacket and tie required).

Bernhard Eichenlaub, CFA                     Roxana Lund
CFA President                                           Program Chair​

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.


Autumn 2015 Newsletter  issue 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​​.

 2015 Canadian Compensation Survey

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