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.



Palais des congrès de Montréal

Start Time: 5/8/2016 12:00 AM
End Time: 5/11/2016 11:59 PM
All Day Event: Yes


In a changing world, gaining a leading edge requires a personal investment in your knowledge, skills, and professional network.

With these goals in mind, we are pleased to announce the 69th CFA Institute Annual Conference in Montréal, held 8–11 May 2016.

Join featured speakers Bob Geldof, Amy Myers Jaffe, David Rubenstein, and Michael Pettis for discussions on China in the world economy, efficient portfolio solutions, the global energy markets, and much more.

CFA Institute members who are also society members can use promotional code SOCIETY16, which provides a discounted rate of CAD900 (valid until 29 January 2016). For more information, as well as to secure your place, please visit





Desmarais Building, Room 4170 (DMS4170),
University of Ottawa
55 Laurier Avenue East, Ottawa, ON

Start Time: 5/14/2016 8:30 AM
End Time: 5/14/2016 4:00 PM
All Day Event:
​CFA Society Ottawa Mock Exam 
(exams provided by Kaplan Schweser)

All three exam levels will be offered for the mock exam.

Date:   May 14, 2016
Location:  Desmarais Building, Room 4170 (DMS4170),
                    University of Ottawa
                    55 Laurier Avenue East, Ottawa, ON
Capacity: 55
Price:  $20.00
  • Room open 8:30 A.M.
  • Morning session 9:00 A.M. - Noon
  • Afternoon session 1:00P.M. - 4:00 P.M.
  • Note: You must show up to pick up your email. Exams will not be mailed out.
Price: $20 USD       

Register here.  Participants need to register for the Ottawa location.

Registration closes: May 13, 2016 at Noon

Ian Taylor, CFA
Education (Committee Chair)
CFA Society Ottawa

​Rideau Club, 99 Bank Street, 15th floor

Start Time: 5/18/2016 11:45 AM
End Time: 5/18/2016 1:30 PM
All Day Event:

The CFA Society Ottawa is pleased to offer this event for free to our members.


As part of the CFA Institute's global Putting Investors First Initiative, the CFA Society Ottawa will host a luncheon on May 18 featuring Philip Cross.  The goal of the Putting Investors First Initiative is to build awareness of the duty to protect investor interests at all times, and to ensure that all investment professionals understand their primary role is to serve and protect investors.

Proponents of the Canada Pension Plan (CPP) and those who argue for its expansion often claim it has low costs and economies of scale, whereby the ratio of costs to assets declines as the value of assets under management grows.  Mr. Cross will present findings from a paper he has co-authored, which examines the total costs (investment and adminis­trative) of the CPP with five other large public pension plans based in Ontario including the Ontario Teachers' Pension Plan (OTPP), the Ontario Municipal Employees Retirement Sys­tem (OMERS), the Healthcare of Ontario Pen­sion Plan (HOOPP), the Ontario Pension Board (OPB), and the OPTrust.

Please join us as Mr. Cross discusses the results of his study, some of which will surprise you.

Mr. Cross will be introduced by Harry Marmer, Executive Vice President and Partner of Hillsdale Investment Management.  Mr. Marmer is a past President of CFA Society Toronto and current volunteer for the CFA Institute, and has worked with the CFA Society Ottawa to organize this luncheon.



Philip Cross worked for 36 years at Statistics Canada, the last few as its Chief Economic Analyst. He wrote Statistics Canada's monthly assess­ment of the economy for years, as well as many feature articles for the Canadian Economic Observer. After leaving Statistics Canada, he has worked as a contract researcher for a variety of organizations. He has been widely quoted over the years, and now writes a bi-weekly column for the National Post and other papers.

Date:    May 18, 2016

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

Time:   11:45 Registration

            12:00 Lunch starts

            12:15 Presentation


Members               Free 

(Registration Mandatory - click here​)

Candidates          $25.00

Non-Members     $35.000

Note: Non-members and candidates must register here.


Registration deadline is Friday May 13, 2016.

Dress: Business dress (jacket and tie required).


Roxana Lund

Program Chair, CFA Society Ottawa Program Chair


Bernhard Eichenlaub, CFA

CFA President, CFA Society Ottawa Program Chair

 Who is CFA Institute?

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

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Winter 2016 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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