CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies


We are excited to announce that CFA Institute has launched The Right Question campaign, which poses the simple yet direct question to High Net Worth Investors in the U.S. and Canada, “Does your wealth manager measure up?”  The campaign will build broad awareness of the value of CFA charterholders in private wealth management through paid media, media outreach and events AND give you, our members, tools, resources and guidance to fuel your personal marketing efforts. 
Learn more about the campaign at and discover new marketing resources for CFA charterholders on

 Welcome to CFA Society Winnipeg


Lead the local finance profession by promoting professional excellence and ethics for the benefit of current and prospective members.

Reach us at:​

 Annual Golf Tournament & AGM

Members and guests are invited to join us for the CFA Winnipeg’s 27th Annual Golf Tournament and AGM on Monday, June 24th. 

Location: Glendale Golf and Country Club
Golf: 11:00 am registration & lunch
AGM: 5:00 pm – all members are encouraged to attend



 2019 CFA Society Winnipeg Ethics Challenge

The CFA Ethics Challenge embodies the mission of CFA Institute by promoting "the highest standards of ethics, education, and professional excellence." Teams consisting of university students from business programs are given an ethics case to study and evaluate. Each team then presents its analysis and recommendations to a judging panel consisting of CFA Charterholders. Following a Q & A period with each team, the judges select a winner. The winning team of this regional competition will advance to the national Canadian Ethics Challenge held in Calgary in May 2019.

CFA Society Winnipeg hosted the 3rd annual competition with university teams from Saskatchewan and Manitoba on Saturday February 8th. The presentation was followed by a luncheon where the winning team was announced CONGRATULATIONS TO THE TEAM FROM UNIVERSITY OF WINNIPEG, the team is advancing to the National Finals in Calgary.

 54th Annual Forecast Dinner - SOLD OUT

We value your input and would like guests to complete a short event evaluation survey so we can contiune to provide sold out events. Forecast Dinner 2019 Event Evaluation

Winnipeg's premier investment community event was held on Monday January 21, 2019 at the RBC Convention Centre's York Ballroom, where our guests startd the evening at the cocktail reception sponsored by GLC Asset Management complete with complimentary appetizers and a cash bar. 

Master of Ceremonies, Bruce Sellery, guided us through the evening's events. CFA Institute representative Wendy Pirie, Director, CIPM Program Exam Development from CFA Institute brought greetings and present the charters to Winnipeg's newest CFA charterholders. Following the three course meal and the presentation of the forecaster of the year awards, Bruce facilitated a panel-style market forecast discussion with our distinguished industry experts.

Thank you to our Forecast Dinner Event Sponsors​

 2018 Member Survey

CFA Society Winnipeg would like to thank everyone for taking part in the 2018 Member Satisfaction Survey. We received 56 responses for a participation rate of 19%. The Board appreciates all of the feedback that was received. The information gathered will be used in our upcoming strategic planning session with CFA Institute which will guide our Society over the next few years.
The winner of the draw for participating in the survey is Gang Wang, CFA, who will receive a $200.00 Best Buy gift card. 

If you have any questions on the survey results, please contact us.​​​

 Canadian Investment Research Award

UPDATE March 2019

Below is a link to the press release announcing the winner of the 2019 CFA Society Toronto & Hillsdale Canadian Investment Research Award.

The winning paper can be found here:

Deadline for submissions is January 4, 2019.

 Membership Benefits

Connection: Professional recognition as a member of CFA Society Winnipeg with over 240 members.

Global Recognition: Association with all members of CFA Institute around the world.

Social Media: Connect with fellow society members in the CFA Society Winnipeg LinkedIn page.​

CFA Institute Members app​: CFA Institute members are encouraged to join the conversation on the CFA Institute Members app, which can be downloaded for iOS or Android.​

 Career Center

To advertise an employment position to CFA Society Winnipeg Members and candidates, please send your posting to By placing your job posting on CFA Society Winnipeg Jobline you will be accessing Winnipeg’s largest community of finance professionals. There is a $200 fee for placing a job on the CFA Society Winnipeg Jobline.

 Contact Us

Eva Swan
CFA Society Winnipeg
P.O. Box 2684
Winnipeg, Manitoba, Canada
R3C 4B3
Phone: (204) 471-3640

 CFA Difference


 The Right Question


 CFA Institute Annual Conference

Members can purchase a full pass with the society discount code SOCIETY19 before 31 March 2019!​

 Passport Program

​The Global Passport Program allows members of CFA societies to attend society events at member pricing.

The Global Passport Program allows members of CFA societies to attend society events at member pricing. 

When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

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 CFA Institute and society news

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