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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.


Financial Stability and Consumer Confidence in an Evolving Financial World

Rideau Club, 99 Bank Street, 15th floor

Start Time: 6/18/2019 11:45 AM
End Time: 6/18/2019 1:30 PM
All Day Event:

Please join us on June 18th for a luncheon as part of our Putting Investors First month.  Peter Routledge, the President and CEO of Canada Deposit Insurance Corporation (CDIC) will be discussing how the banking and financial system has changed (and is stronger) since the global financial crisis.  He will highlight the environment then versus now and discuss what would happen if a failure were to occur.  We will also look at deposit trends in Canada and globally and the effort CDIC is making to ensure Canadians know their money is well protected.

​​Mr. Routledge leads CDIC’s team of approximately 140 professionals from a variety of disciplines whose work supports the corporation’s vision to earn the trust of Canadians as a global leader in deposit insurance and resolution.  He has extensive experience in Canada’s financial sector. Prior to joining CDIC, he was a Senior Advisor at the Department of Finance where he provided advice on a range of policy issues including financial stability, housing finance, and competition in Canadian financial services.  Mr. Routledge holds an MBA from INSEAD in France, and a bachelor's degree in business and economics from Simon Fraser University.

Date: June 18, 2019 

Time: 12:00pm – 1:30pm

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

Time: 11:45 Registration

          12:00 Lunch starts

          12:15 Presentation

Registration Deadline is June 13th.


CE Credits:  1​

Busines dress (suit and tie) is mandatory.

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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 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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