Sign In

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

 


 
​Members' Holiday Networking Reception
and New Charterholder Awards

4:30 pm to 7:30 pm
Thursday, Nove​mber 30, 2017

AGT Lounge Lower Level

MOSAIC STADIUM

1700 Elphinstone Street


 

 ‭(Hidden)‬ Women in Investment Management

DISCUSSING DIVERSITY
TUESDAY, NOVEMBER 27 5 pm​
Crave Kitchen + Wine Bar

CFA Society Saskatchewan cordially invites you to a networking event
 for Regina and area finance and business professionals. 

Join us for cocktails and appetizers to discuss the benefits of increased
 diversity within your organization, as well as other topics facing
 businesses today with finance and business professionals 
from Regina and the area.



 FORECAST DINNER

REGISTRATION OPEN!

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Featured Speakers​

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Bitcoin, Blockchain, and Fintech Speaker | Co-Author of The Truth Machine, The Social Organism, & The Age of Cryptocurrency
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Vice President, Trading Products
BMO Capital Markets



Registration and More Information​


​Thank you to our Sponsors



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 ‭(Hidden)‬ PROGRAMS

​​
Regina - Tuesday, November 6th
Saskatoon - Wednesday, Nove​mber 7th ​

​The Investment Management Industry: Yesterday, Today ​​and Tomorrow
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HARRY MARMER, BBA, MBA, CFA, 
Executive Vice President, Partner
Hillsdale Investment Management Inc.

​For Registration and More Information, please check the events calendar on the right
​​

 ‭(Hidden)‬ Announcing The New Board

Following the July 11 Annual General Meeting, we are pleased to announce the new CFA Society Saskatchewan Board of Directors

 

Veronica Gamracy, CFA, CIPM, President - Saskatoon

Mark Smith-Windsor, CFA Vice President - Saskatoon

Jardin Schnurr, CFA, Secretary - Regina

Dan Sumner, CFA Treasurer - Saskatoon

David Barnard, CFA - Regina

Paula Brinton, CFA - Regina

Henry Duong, CFA - Regina

Robin Koroluk, CFA - Saskatoon

Nevin Markwart, CFA - Regina

Luke Schmidt, CFA - Regina

Jordan Wilson, CFA - Saskatoon

Juliana Wong, CFA - Regina

Johanna Salloum, CFA , Past President - Regina ​

​​
 
PUTTING INVESTORS FIRST!

 
We are proud to join with CFA Societi​es accross Canada and around the world to recognize May as Putting Investors First Month​, a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others.

We all share the responsibility of using our professionalism to build a stronger investment management industry. By promoting endorsement of the Statement of Investor Rights, you put investors first and become part of the movement towards a brighter future of finance.

Join the global movement!. Endorse and share the Statement of Investment Rights.

Participate in the global-wide Putting Investors First Campaign at the following local events hosted by CFA Society Saskatchewan:

REGINA
June 27

Free Coffee
9:00 AM to 1:00 PM
Farmers Market
City Square Plaza, 
2220 12th Avenue  




SASKATOON
June 27

Drinks with the Saskatoon Board
4:00 PM to 7:00 PM  
The Barr, Saskatoon Club,
417 21st St E

Drinks are free, but please let us know that you are attending!

ALL ARE WELCOME TO ATTEND
  
Please join us for complimentary coffee (Regina) and drinks (Saskatoon), where we will be discussing and providing tools on how to safeguard your financial future. Spread the word and invite your friends and colleagues!                 

 

LEARN MORE ABOUT PUTTING INVESTORS FIRST
 


 

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NOTICE OF ANNUAL GENERAL and SPECIAL MEETING

CFA Society of Saskatchewan
 Annual General and Special Meeting
4:00 PM​
Wednesday, July 11, 2019
PFM Capital,
1925 Victoria Avenue
Regina, Saskatchewan​

 2018 Society Excellence Award

Congratulations to all of the 2018 Society Excellence Award Winners recognized at the 2018 Global CFA Society Leaders Conference in Hong Kong on May 10 - 12.  Special congratulations to CFA Societies Canada winner of the Society Excellence Award in the "Develop Future Professionals" category.  ​​

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 ‭(Hidden)‬ SASKATOON CFA DINNER 2018

 ‭(Hidden)‬ SASKATOON CFA DINNER

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We wish to thank all of our sponsors and those that attended the 

12th Annual Saskatoon CFA Dinner!​

The Dinner was a huge success!

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Featured Speakers

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SANDY McINTYRE
Exeuctive Vice Chairman & Director
Sentry Investments​
LINDA NAZARETH
Economist & Trends Expert


MASTER OF CEREMONIES

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Dr. KEITH WILLOUGHBY
Dean
Edwards School of Business














Thank you to our Sponsors

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 ‭(Hidden)‬ CANDIDATE KICK OFF 2018


 
2018 Candidate Kick Off 

REGINA​​
DATE:       March 7

Location:   Crave Kitchen & Wine Bar 
                  1925 Victoria Avenue
Time:         11:45 am - 1:00 pm
For:           Candidates & Members
Cost:          Free

              Regina Registration

         
       SASKATOON
​​DATE:        ​March 7

Location:   The Saskatoon Club
                  417 21st Street East
Time:         11:45 a- 1:00 pm
For:            Candidates & Members
Cost:          Free

           Saskatoon Registration​​​

​​
​Members and Candidates Welcome​

 ‭(Hidden)‬ 26th Annual Forecast Dinner

 ‭(Hidden)‬ MEET THE BOARD


 
Meet the New Board 

                  REGINA
DATE:       October 30

Location:   James Room 
                  Victoria's Tavern
                  1965 Hamilton Street
Time:         4.30pm-7.30pm
For:            Members & Volunteers
Cost:          Free

      Regina Registration
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         SASKATOON
DATE:        November 16

Location:   The Barr 
                  The Saskatoon Club
                  417 21st Street East
Time:         4.00pm-7.00pm
For:            Members & Volunteers
Cost:          Free

       Saskatoon Registration​
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​Members and Candidates Welcome​

 ‭(Hidden)‬ Ethics Research Challenge

Inaugural CFA Ethics Challenge (Prairies Regional)​

Congratulations to the winning team from the University of Saskatchewan consisting of Zhijun Liu, David Fortosky, Robbin Rempel and Ryley Dalshaug. Brian Lane is the team's academic advisor. This team will be representing the Prairies region in the National Finals in Toronto on June 1.

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We'd like to thank CFA Society Winnipeg for hosting the Inaugural CFA Ethics Challenge (Prairies Regional) on March 18. ​A special thanks goes out to all the participants, sponsors, judges, and organizing committee members that made this event a success. ​


 

 Volunteers

 

​Interested in volunteering for the CFA Society Saskatchewan​?  

Send an email to info@sask.cfasociety.org and let us know!


It Starts With You 

The global financial industry can be an extraordinary force for good. To create positive change in finance, we need your help, your passion, and your ideas.

Fairness and integrity start here. A better financial industry starts here. The future of finance starts with you.

CFA Society Saskatchewan promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and o​pinions.

Read More....

 Information for Members and Candidates

CFA Program and Requirements:

CFA Charter Requirements:  click here
Work Experience Guidelines:  click here

Updating Your Professional and Contact Information:

Please update your personal information on-line when your e-mail address or any other contact information changes so that we can keep you informed of society events and JobLine postings.  You can also e-mail CFA Institute to update your information. 

Membership Directory:

Link for Members Only

 Job Advertising Program

Through our job advertising program, the Society will electronically circulate job ads from employers to members and CFA Candidates. We can also post your help wanted sign on our web site. The cost of this service is $300. Please contact the Administrator, Lydia Mohoric for more information.

Current Job Postings:
Click here to access the Society JobLine

 CFA SOCIETIES CANADA

​​Take a moment to read the

 ‭(Hidden)‬ 2019 Access Scholarships

New – 2019 CFA Program Access Scholarships Now Available – Deadline to apply: 15 September 2018

CFA Institute is making available a needs-based scholarship opportunity for those who are unable to afford the full price of the CFA Program enrollment and registration fees. Before you register for the CFA program for 2018, view more details about the CFA Program Access Scholarship. The deadline to apply for Access Scholarships for BOTH the June 2019 and December 2019 exam is 15 September 2018​​.

Access Scholarship Official Rules

 ‭(Hidden)‬ FELLOWSHIP AWARD

CFA Society Toronto is currently accepting submissions for the 2018 CFA Society Toronto Fellowship Award.​ ​

Deadline for submissions extended to January 8 2018.
​​

 ‭(Hidden)‬ Call for Board Members

​The CFA Society Saskatchewan is seeking nominations to join its Board of Directors for the upcoming 2017/2018 year. 

If you are interested in becoming a Board member with the Society, please provide your CV along with a brief description of your interest to info@sask.cfasociety.org before Friday, May 19, 2017

 

 Canadian Investment Research

CFA Society Toronto is currently accepting submissions for the 2019 CFA Society Toronto & Hillsdale Canadian Investment Research Award.​​

Deadline for submissions extended to January 4 2019
​​

 ‭(Hidden)‬ Recent Events

 

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New Charterholders 2015!

 CFA Institute Annual Conference

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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.

 Contact Us

Lydia Mohoric,
Administrator,
CFA Society Saskatchewan
E-mail: Administrator

Follow us on

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Click here to sign up for our Newsletter!

 ‭(Hidden)‬ MARKET OUTLOOK DINNER

 ‭(Hidden)‬ Featured Event

 ‭(Hidden)‬ Forecast Dinner