CFA Charterholders are the premier choice for wealth management.
Achieve the highest distinction in the investment management profession – the CFA designation.
Congratulations to Ottawa’s newest CFA Charterholders!
Here's What's Happening
Nov 07, 2019
The investment management industry has dramatically changed over time and will continue to evolve in the future. In a crowded industry, understanding yesterday, today and tomorrow is critical to you for many reasons including career advancement, investment decision making, firm positioning, and strategic thinking.The Future Of The Investment Management Industry
Nov 15, 2019
Please join us for an afternoon of fun on the ice at the Ottawa Curling Club on Friday, November 15th.CFASO Curling Event
Dec 03, 2019
Zubaida Mirza, Senior Research Analyst and Energy specialist at Foyston, Gordon & Payne, will explain why she believes her industry will continue to play a key role in Foyston's Canadian equity portfolios. She will talk about the macro environment, the challenges of energy investing, as well as how investor complacency is setting up the sector for strong outperformance.
Dec 12, 2019
The CFA Society Ottawa is pleased to announce its 2019 Holiday Social. Come and enjoy in the reverie and join in a cheer with your fellow CFA members, candidates and affiliates. All attendees will enjoy a free beverage and a variety of canapés. Advance registration is required by December 6, 2019.2019 Holiday Social
Leading the Financial Sector
News from our CFA Society and distinguished members
Ambassador Program Promotes Values and Ethical Standards
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Seeking Mentors for Year-Long Mentoring Program
Our Mentorship Program connects professionals early in their careers with experienced mentors through a unique program.