CFA Society Victoria

A Member of the CFA Institute Global Network of Societies





CFA Society Victoria
Presents the 

8th Annual 
Thursday, February 4, 2016

 ‭(Hidden)‬ Featured Event



Personal Excellence Workshop
Double Bill!

"Building Meaningful Business Relationships"
Melanie Mahlman,
Executive Director, Victoria Hospitals Foundation

"Expect to Win: Proven Strategies for Thriving in the Workplace" (webcast)
Carla Harris,
Managing Director and
Vice Chairman of Global Wealth Management,
Morgan Stanley



 ‭(Hidden)‬ Annual Summer Special

 The Benefits of Memberhip!

Win a Ticket to see Michael Lewis! 

Buy a ticket to CFA Society Victoria's Summer Fiesta for a chance to win a ticket to see Michael Lewis, author of Flash Boys, speak in Vancouver November 19th! We will have four draws to win a ticket to see Michael Lewis (a $200 value).

The sooner you buy your ticket the more chances you have to win. There will be three more draws before the Summer Fiesta celebration starts on September 19th, and you will be re-entered in the draw each week.

The first draw is Wednesday, September 2 at 5pm – so buy your Summer Fiesta ticket now to be entered into the draw!

For more information about the Michael Lewis event click here​

Note: Ticket winners will be responsible for their own travel and accommodation costs.  If you are unable to attend the event, please advise CFA Society Victoria and the ticket will be re-entered into the draw.​

Registration is for Members of CFA Society Victoria Only

 ‭(Hidden)‬ Program Lunch

Thursday, October 22nd

"Lessons From Capital Market History"
featured Speaker

Harry S. Marmer, CFA
Executive Vice President, Partner
Hillsdale Investment Management Inc.

Registration and More Information

 CFA Society Victoria

CFA Society Victoria promotes the highest standards of integrity, professionalism and ethical behaviour within the investment industry, and encourages professional development through the CFA Program.  We facilitate the open exchange of information and opinions between members of Victoria's investment community.

 Of Special Interest

Cornerstone Corporate Support Program

Cornerstone, launched in November 2008, is CFA Society Victoria's corporate support program. Participants work with CFA Society Victoria to jointly promote best practices, professional excellence and the highest ethical standards in the global capital markets. To learn more about Cornerstone and our 2009 supporters, click here.​​​

 Who is CFA Institute

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

 Contact Us

CFA Society Victoria
c/o Johann Kuntze
Suite 300 - 2950 Jutland Road
Victoria, BC, V8T5K2

 Annual Conference


 Compensation Survey Results


 ‭(Hidden)‬ 2016 CFA Program Scholarhips

2016 Access Scholarship application now available!
June and December 2016 Awareness Scholarship applications are available. Submission deadline: 15 September 2015

For information on all available scholarships, please visit click here 

 Canadian Investment Research Award

CFA Society Toronto is currently accepting submissions for the 2016 CFA Society Toronto & Hillsdale Canadian Investment Research Award.

Deadline for submissions is November 30th.

 Putting Investors First


We are proud to join with CFA Societies 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.


 ‭(Hidden)‬ Feature Event

Celebrating Women Investors
Part of CFA Institute's Global Initiative - Putting Investors First Month

When: Wednesday, May 27, 2015
Time: - 5:00 pm to 8:00 pm
Where: The Guild
Type: Wine and Cheese

Featured Speakers: Brenda Irwin & Jen Paterson


View the Videos
Empowering Women Investors Video 1
Empowering Women Investors Video 2

 ‭(Hidden)‬ Forecast Dinner




CFA Society Victoria
Presents the 

7th Annual 
Wednesday, January 28, 2015

Join us on January 28, 2015 at the Fairmont Empress

Tables - $1,000

Single seats - $135

More Information & Registration









Thank you again to golfers and sponsors for participating in the 2014 Charity Golf Classic co-hosted by CFA Society Victoria and bcIMC, benefiting Need2 (youth suicide prevention).