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 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.


Your Career as an Investment Management Professional

​Rideau Club, 99 Bank Street, 15th floor

Start Time: 11/3/2016 11:45 AM
End Time: 11/3/2016 2:00 PM
All Day Event:

Event description
Earning the CFA charter can change the course of your career, but in today’s competitive global investment profession, career success requires the same careful long-term planning that you give to your investments. Learn what potential career paths the CFA Program can open for you and the principles and framework for intentionally and actively managing your career.


Speaker: Heather Packard is Director, Career Management at CFA Institute and is accountable for leading and developing the organization’s provision of career services and resources for members, candidates, and member societies. She has a topical focus and expertise in leadership, management, and communication skills. At CFA Institute, she has held roles of increasing responsibility including administration of the Continuing Education and Approved Provider Programs and member product development. Prior to joining CFA Institute, she was the Managing Partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. She also served as the Coordinator of Collections for the Science and Engineering Libraries at the University of Virginia. She holds a BA in English and Spanish Literature from the University of Tennessee, Knoxville and an MA in Spanish Literature from the University of Virginia.

Date:    November 3, 2016​

Place:  Rideau Club, 99 Bank Street, 15th floor
Time:   11:45 Registration
            12:00 Lunch starts
            12:15 Presentation​​

Registration deadline is Friday October 30, 2016.
Dress: Business dress (jacket and tie required).

Click here to register.

Roxana Lund 
Program Chair, CFA Society Ottawa Program Chair​

Wesley Blight, CFA 
CFA President, CFA Society Ottawa Program Chair​Event description 

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 Who is CFA Institute?

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

 2015 Canadian Compensation Survey


The 2016 Year in Review Special Edition  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.

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