COMMITMENT AND RECOGNITION

FIAM and CFA MONTREAL, partners in the promotion of the profession

This year, diversity is paramount and for this reason, FIAM has chosen to highlight the contribution of women in the industry and has partnered with CFA Montréal and its “Women and Investment” committee to determine the winners of the Awards of EXCELLENCE and DISTINCTION.

In addition, to be in the spirit of the chosen theme, we suggest our partners as well as our sponsors to invite a female colleague to highlight the presence of women in the community.

For the 6th Edition of the annual Méchoui, the CFA Montréal’s selection committee chose a laureate for FIAM AWARD OF EXCELLENCE whose career brought an exceptional contribution to the advancement of the profession.

The Award of DISTINCTION will be awarded in 2020 to a CFA aspirant and will be accompanied by a scholarship.

The objective is to encourage the emergence of new talent (option: professional development).

Sign up to our future newsletters for more information.

RECOGNITION

Sophie Palmer

Regional Director & Portfolio Manager, Private Wealth Management – Québec, Jarislowsky, Fraser Limited

Sophie Palmer is a registered portfolio manager and currently manages portfolios and relationships for Private Wealth clients in Canada. She also oversees the firm’s private wealth activities for the province of Quebec. She joined the firm in 1999 and became a Partner in 2008.

She is on the Board of Trustees of the CFA Institute Research Foundation, is past President of CFA Society Montreal (2015-2017) and past Chair of the Canadian Advocacy Council Oversight Committee (2015-2016). She also serves on many not-for-profit boards and committees. Sophie has been named Volunteer of the year (2017) for the Americas by the CFA Institute.

Sophie Palmer

Regional Director & Portfolio Manager, Private Wealth Management – Québec, Jarislowsky, Fraser Limited

SELECTION COMMITTEE

Committee President

Odrée Ducharme
CFA

CFA, Caisse de dépôt et placement du Québec

Committe members

Adriana Arrillaga, CFA
One Summit Capital

Ioana Circo, CFA
Université de Montréal

Laura Cohen, CFA
Fiera Capital

Shahenda El Gindi, CFA
CN Investment Division

Mariem Elsayed, CFA
Fiera Capital

Sandy Poiré, CFA
CN Investment Division

Sophie Palmer, CFA
Jarislowsky Fraser

Kelly Trihey, CFA
Trihey Financial Group

FIAMtl
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