CFA Society Ottawa is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals.
To support the business and professional growth of its members by: Promoting awareness of the CFA charter amongst the local community, key employers and the investing public; and providing opportunities for the local financial community to gather in a collegial atmosphere of knowledge sharing & networking.
Education: Leverage our educational offerings to deliver value through varied, high quality products for the financial community.
Engagement: Promote the CFA brand to connect with diverse groups within the financial community by providing collective value and creating impactful relationships.
Ethics: Act to restore trust in the financial industry by energizing a bold, inspirational, and impactful voice for investment professionals.
Enablers: Create sustainable infrastructure that enables the society for strategic success.