CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

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 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:​

 54th Annual Forecast Dinner - SOLD OUT


CFA Society Winnipeg, is pleased announce that registration is now open for their 54th Annual Forecast Dinner.

Winnipeg's premier investment community event will be at the  RBC Convention Centre's York Ballroom, where we invite our guests to start the evening at the cocktail reception sponsored by GLC Asset Management complete with complimentary appetizers and a cash bar. 

Mingle with your guests and industry colleagues as Master of Ceremonies, Bruce Sellery, guides us through the evening's events. CFA Institute representative Wendy Pirie, Director, CIPM Program Exam Development CFA Institute will be in attendance to bring greetings and present the charters to Winnipeg's newest CFA charterholders. Following a three course meal and the presentation of the forecaster of the year awards, Bruce will facilitate a panel-style market forecast discussion with our distinguished industry experts before we wrap up the formal events and adjourn to the reception that will remain open until 10:00pm. 

While we are currently firming up speakers joining Bruce to the stage, one of our speakers for this year is:  

Sachin Gupta, Managing Director, PIMCO 

Craig Basinger, Chief Investment Officer, Richardson GMP​

Benoît Durocher, Executive Vice-President & Chief Economic Strategist, Addenda Capital

Thank you to our event sponsors.

Platinum + Partner Sponsor

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Gold Sponsors

PIMCO (Gold Sponsor).png      CIBCMELLON (Gold Sponsor).png  NBIN (Gold Sponsor).jpg      MI-IG_gold sponsor.jpg

                                                                         Forecaster Sponsor                                           Reception Sponsor                                              

                                                                     Fiera Capital (Forecast Sponsor).jpg                       GLC_Logo-EN_2018.jpg                          

Bronze Sponsors

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 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


 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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