CFA Montréal is a leader in the investment profession. As a proud partner of key players in Montréal’s financial world, our association actively contributes to the growth, health and culture of collaboration in this dynamic ecosystem. CFA Montréal is part of the CFA Institute’s global network.

Our association is made up of highly talented men and women. The Chartered Financial Analyst (CFA®) designation is the highest distinction in the financial sector. It is recognized worldwide and attests to the rigorous academic background and career path that prepared these professionals to face the most complex challenges and issues in finance and investment management.

Our mission
We are committed to promoting the highest standards of ethics and professional excellence, enhancing and raising awareness of the CFA® designation, contributing to investor knowledge and providing services and events that further the development of our members’ expertise and careers.

Women in investment: CFA institute’s and CFA Montreal’s initiative

The added value of women in finance and business is well established. Companies that invest in diversity on their teams and governance win all the way.

Promoting the development of women in the financial sector and the investment profession is a message CFA Montréal takes with energy, pride and conviction to businesses, universities and management schools in greater Montreal.

Like CFA Institute, CFA Montréal is actively committed to gradually transforming the face of the financial industry through concrete actions like the organization of its flagship event Women in Investment Management

CFA Institute chose to host its 2019 Women in Investment Management global event in Montréal on September 18-19. It’s a perfect opportunity for the investment community to support this cause by sponsoring the event and inviting the next generation of leaders of your firms to participate in the discussions.



Carl Robert

Director and Portfolio Manager, Asset Allocation
Intact Investment Management Inc.

4590, boul. Saint-Laurent,
Montréal (Québec)
Canada H2T 2R3

4590, boul. Saint-Laurent,
Montréal (Québec)
Canada H2T 2R3

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