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CFA Society Ottawa

CFA Society Ottawa is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals.

 Mission Statement:

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.



Strategic Objectives:


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.

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