CFA Society Victoria

A Member of the CFA Institute Global Network of Societies


 Featured Event

CFA Society Victoria 2016 Annual General Meeting

Thursday, July 21, 2016  l 4:00 pm to 5:30 pm

Cameron Boardroom l  bcIMC  l  2950 Jutland Road  

Dear CFA Society Victoria Members,

Please be advised that CFA Society Victoria will be holding its 2016 Annual General Meeting on July 21, 2016 at the offices of British Columbia Investment Management Corp, with a call to order time of 4:00 PM. All regular or retired members in good standing are invited to attend the AGM and participate in the election of next year's Board of Directors.

CFA Society Victoria welcomes Board nominations and expressions of interest from its members.

To submit a nomination or expression of interest please email info@cfavictoria.comwith the subject line "2016 AGM Nomination".

Following the formal part of the meeting, please join us at Glo Restaurant & Lounge for some social time.

Thanks for your consideration. Look forward to seeing you at our AGM.  l  l


 ‭(Hidden)‬ 2016 Forecast Dinner

Thank you to everyone for making the 8th Annual CFA Forecast Dinner a huge success.  See you next year!

CFA Society Victoria
Presents the 

8th Annual 
Thursday, February 4, 2016

 ‭(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

 Program Event

Program Breakfast​
Thursday, July 14, 2016

"After Brexit, Volatility and Risk
in Canada's Banking Sector"
featured Speakers

Nikola Swann, 
Director, Financial Institutions Ratings
Robert Palombi, 
Managing Director, Economics & Research
S&P Global Ratings

 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.

 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



 Compensation Survey Results


 CFA Program Scholarships

Access Scholarship application now available!
June and December 2017 Awareness Scholarship 
applications are available. ​
Submission Deadline: 
15 September 2016

For information on all available scholarships, please visit click here​ 

 ‭(Hidden)‬ 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.


 ‭(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

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).