Advancing Advocacy
Bringing together investment professionals across Canada.
We represent Canada’s CFA charterholders and our 12 member societies.
Looking instead for international societies or CFA Institute?
Vision
Shape the investment profession to best serve Canadian society.
Mission Statement
Lead the investment profession in Canada by advancing the highest professional standards, integrity, and ethics for the ultimate benefit of Canadian society.
Organization Overview
CFA Societies Canada is a collaboration of our 12 Canadian member societies. CFA Societies Canada aspires to lead the investment management profession in Canada by raising ethical and professional standards, promoting fair markets, protecting investors, and increasing brand awareness. We represent CFA charterholders, the 12 societies, and the members of those societies in Canada to policy makers, media, and the public.
CFA Societies Canada focuses on four primary objectives:
Advocacy
- Be the leading advocate for investor interests, market integrity, ethics and professionalism in the investment and financial ecosystems in Canada.
- Be a proactive solution-builder and partner to our key external stakeholders (regulators, policymakers, government and industry) in pursuit of robust capital markets, addressing investor issues, and to enhance the investment and financial ecosystems in Canada.
- Be a trusted source of expertise, guidance and learning to our key external stakeholders and the public.
- In all that we do, be a force for positive change.
Collaboration
- Collaborate and partner with Canadian member societies and key external stakeholders to build value and grow the shared platform and brand in Canada.
- Leverage our partnerships to identify, develop and execute strategically valuable and innovative initiatives.
Communication
- Strategically shape brand perception, content strategy, and related messaging, growing platform value for all stakeholders.
- Activate and grow existing and potential audiences for our content and our strategic and operational initiatives.
- Effectively engage with all our stakeholders.
Innovation
- Enhance organizational resiliency and build shared platform value through exploration of and strategic investments in innovative future-facing opportunities.
Board of Directors
CFA Societies Canada is governed by a volunteer Board of Directors from across Canada.
Staff
CFA Societies Canada employs a full-time professional staff and relies on volunteers from across Canada to guide our organization and to support our ongoing activities, projects, and advocacy work.
