CFA Society Toronto

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Just wrapped up the panel on “What Top University Students Wish They Knew Earlier”Panelists give their real life experie...
10/14/2026

Just wrapped up the panel on “What Top University Students Wish They Knew Earlier”

Panelists give their real life experience and lessons learned to high school students on how to be successful for their next stage of life!

Moderator: Tatiana Razmashkina, AFM (George Brown College)

Panelists:
Fiza Kaleem (Sheridan College)
Vicente Emilio Correa Echenagucia (Seneca Polytechnic)
Affan R. (University of Toronto)
Ming Yeung GMBA LLM MBA CFA FRM PMP FCSI AICB FMA CSM CSPO (Fanshawe College, George Brown College)

Thank you to the sponsors making today possible:
Presenting Sponsors: IG Wealth Management, Mackenzie Investments
Event Sponsors: CPP Investments | Investissements RPC, AnalystPrep

We just wrapped up our session on Careers in Finance & Investing with Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM.Shedding...
10/14/2026

We just wrapped up our session on Careers in Finance & Investing with Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM.

Shedding light on some of the different careers in the finance and investment industry and about the designation to high school students.

A great session to orient the next generation!

Thank you to the sponsors making today possible:
Presenting Sponsors: IG Wealth Management, Mackenzie Investments
Event Sponsors: CPP Investments | Investissements RPC, AnalystPrep

Investment

Morning kickoff at CareerFest 2026. 🎉 Our first ever in-person CareerFest is live at the Canada Life Building, and this ...
10/14/2026

Morning kickoff at CareerFest 2026. 🎉

Our first ever in-person CareerFest is live at the Canada Life Building, and this morning the room is full of high school students getting the real story on careers in finance and investing.

Opening remarks from Fred Pinto, CEO of CFA Society Toronto, followed by a session on Careers in Finance & Investing and a panel on what top university students wish they knew earlier.


Tonight’s fireside chat 🎙⁠⁠🎤 Jim Balsillie, retired Chairman and co-CEO of Research In Motion (BlackBerry)⁠🗣 In conversa...
09/18/2026

Tonight’s fireside chat 🎙⁠
⁠
🎤 Jim Balsillie, retired Chairman and co-CEO of Research In Motion (BlackBerry)⁠
🗣 In conversation with The Honourable Lisa Raitt, Vice-Chair, Office of the CEO at CIBC⁠
💡 Theme: From Innovation to Impact — Scaling Canadian Success on the World Stage⁠
⁠
The conversation moved between how Canada builds and protects its IP, why intangible assets — patents, data, code, brand — have become the real ledger of national wealth, and what it will take to keep Canadian capital and talent from migrating south.⁠
⁠
Thank you to Jim and The Honourable Lisa Raitt for giving the room plenty to think about.⁠
 
Thank you to all our Sponsors!⁠
Platinum Plus Sponsor: CIBC Global Asset Management⁠
Platinum Sponsors: Ares Management, HarbourVest Partners⁠
Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer, TD Asset Management⁠
Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments⁠
Bronze Sponsors: Franklin Templeton, TCC, TPG⁠
Reception Sponsor: PGIM⁠
Supporting Sponsors: Nuveen, Polar Asset Management Partners⁠
 

Congratulations to Haakon Pedersen, PhD, CFA, Wealth Manager at IceCap Asset Management Limited, winner of the 2026 Benc...
09/17/2026

Congratulations to Haakon Pedersen, PhD, CFA, Wealth Manager at IceCap Asset Management Limited, winner of the 2026 Benchmark Ballot 🎯⁠
⁠
Announced tonight at the 69th Annual Investment Dinner.⁠
⁠
Each year, hundreds of Toronto’s investment professionals submit year-ahead forecasts across four benchmarks:⁠
📈 S&P/TSX Composite⁠
📊 S&P 500⁠
💵 CAD/USD⁠
🛢 WTI crude oil⁠
⁠
Twelve months later, the forecaster whose predictions came closest to the actual market closes is recognized at the dinner.⁠
⁠
This year, we also put AI to the test — and the human still came out on top. In a world of algorithms and models, experienced judgment still counts for something.⁠
⁠
Congratulations, Haakon. Forecasting is a difficult business — and clearly, the human edge is alive and well.⁠
 
Thank you to all our Sponsors!⁠
Platinum Plus Sponsor: CIBC Global Asset Management⁠
Platinum Sponsors: Ares Management, HarbourVest Partners⁠
Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer, TD Asset Management⁠
Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments⁠
Bronze Sponsors: Franklin Templeton, TCC, TPG⁠
Reception Sponsor: PGIM⁠
Supporting Sponsors: Nuveen, Polar Asset Management Partners⁠
 
Forecasting CanadianFinance CapitalMarkets InvestmentIndustry TorontoFinance BayStreet CFACharterholder HumansVsAI

Congratulations to the 2026 winners of the Hillsdale Investment Management Inc. – CFA Society Toronto Research Award 🏆⁠⁠...
09/17/2026

Congratulations to the 2026 winners of the Hillsdale Investment Management Inc. – CFA Society Toronto Research Award 🏆⁠
⁠
📄 Paper: Nocturnal Trading⁠
💰 $15,000 cash prize⁠
⁠
👤 Gregory W. Eaton, Professor of Personal Financial Management, University of Georgia⁠
👤 Andriy Shkilko, Professor of Finance and Laurier Research Chair in Financial Markets, Wilfrid Laurier University and University of Georgia⁠
👤 Ingrid M. Werner, Martin and Andrew Murrer Professor in Finance, The Ohio State University, and CEPR, UK⁠
⁠
What happens in the stock market between 8:00 p.m. and 4:00 a.m.? More than you might think. This paper is the first comprehensive look at the overnight equity trading market — a space largely driven by retail investors and increasingly accessible to Canadians through 24/5 U.S. equity trading platforms.⁠
⁠
Announced tonight at the 69th Annual Investment Dinner.⁠
⁠
Thank you to Hillsdale Investment Management for their continued partnership on this award.⁠
⁠
More on the award, link in bio.
 
Thank you to all our Sponsors!⁠
Platinum Plus Sponsor: CIBC Global Asset Management⁠
Platinum Sponsors: Ares Management, HarbourVest Partners⁠
Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer, TD Asset Management⁠
Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments⁠
Bronze Sponsors: Franklin Templeton, TCC, TPG⁠
Reception Sponsor: PGIM⁠
Supporting Sponsors: Nuveen, Polar Asset Management Partners⁠
 
InvestmentResearch FinanceResearch AcademicResearch CanadianFinance CapitalMarkets AssetManagement PortfolioManagement

The 69th Annual Investment Dinner has officially begun 🍽⁠⁠Tonight’s lineup:⁠🏆 Hillsdale Research Award presentation⁠🎯 Be...
09/17/2026

The 69th Annual Investment Dinner has officially begun 🍽⁠
⁠
Tonight’s lineup:⁠
🏆 Hillsdale Research Award presentation⁠
🎯 Benchmark Ballot reveal⁠
🎙 Fireside chat with Jim Balsillie and The Honourable Lisa Raitt⁠
🎉 CFA Society Toronto’s 90th anniversary celebration⁠
⁠
An evening of timely insights, meaningful connections, and forward-looking conversation on where Canadian capital markets are headed.⁠
⁠
Stay tuned.
 
Thank you to all our Sponsors!⁠
Platinum Plus Sponsor: CIBC Global Asset Management⁠
Platinum Sponsors: Ares Management, HarbourVest Partners⁠
Gold Sponsors: Fiera Capital, Global X Canada, Mackenzie Investments, Mawer, TD Asset Management⁠
Silver Sponsors: Morningstar DBRS, Robeco, Sun Life Global Investments⁠
Bronze Sponsors: Franklin Templeton, TCC, TPG⁠
Reception Sponsor: PGIM⁠
Supporting Sponsors: Nuveen, Polar Asset Management Partners⁠
 
InvestmentIndustry InvestmentLeaders CapitalMarkets TorontoFinance BayStreet CFACharterholder FinanceEvents

Today, in celebration of our newest CFA Charterholders, we closed the market at the Toronto Stock Exchange! 🎉 Congratula...
06/01/2026

Today, in celebration of our newest CFA Charterholders, we closed the market at the Toronto Stock Exchange! 🎉
 
Congratulations to the class of 2025 for earning your designation! Your hard work and dedication brought you here, and we couldn’t be prouder to welcome you to the CFA Society Toronto community.
 

Celebrating our newest CFA Charterholders - Class of 2025! Congratulations to all who reached this milestone, and we loo...
05/29/2026

Celebrating our newest CFA Charterholders - Class of 2025!

Congratulations to all who reached this milestone, and we look forward to empowering you to thrive at every stage of your career!

A glimpse of this morning’s sessions during the 19th Annual Wealth Conference.
05/14/2026

A glimpse of this morning’s sessions during the 19th Annual Wealth Conference.

Address

120 Adelaide Street West, Suite 2205
Toronto, ON
M5H1T1

Opening Hours

Monday 9am - 5pm

Telephone

+14163665755

Website

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