CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

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 Welcome to CFA Society Winnipeg


To lead the finance profession in Winnipeg by promoting professional excellence and ethics for the benefit of current and prospective members.​

Reach us at:​

 SAVE THE DATE - 54th Annual Forecast Dinner

CFA Society Winnipeg, we would like to invite you to our 2019 Forecast Dinner to be held on Monday, January 21, 2019. 

Registration will be open soon.
The Annual Forecast Dinner is the Winnipeg investment community’s premier event of the year. The dinner provides the opportunity for our members and their guests to hear relevant market forecasts from respected industry professionals and to welcome the year’s new CFA charterholders to the profession. In past years attendance has ranged from 400 to 500 people including CFA Society Winnipeg’s members and other influential representatives of Winnipeg’s financial and business community. 
Join us this year for a moderated discussion with Bruce Sellery, as Master of Ceremonies. Bruce is the author of two bestselling books, including Moolala: Why Smart People Do Dumb Things with Their Money (and What You Can Do About It). He is the personal finance expert for the national lifestyle show Cityline and has appeared on television and radio programs across North America.  
While we are currently firming up speakers joining Bruce to the stage, one of our speakers for this year is Sachin Gupta. Mr. Gupta is a managing director of PIMCO in the Newport Beach office, global portfolio manager and head of the global desk. He is a member of the Asia-Pacific Portfolio Committee, and has also served as a member of the European Portfolio Committee and a rotating member of the Investment Committee. 

To Sponsor CFA Society Winnipeg’s 54th Annual Forecast Dinner and/or becoming a  Partner Sponsor for 2019, please contact our Administrator Eva Swan at 204-471-3640 or ​

 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

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


 Membership Renewal


54th Annual Forecast Dinner

5:00 PM - 10:00 PM

 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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