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CFA Society Toronto's Overview

Total employees48
HeadquartersToronto
Founded1936

CFA Society Toronto is a prominent not-for-profit organization serving the investment community in the Greater Toronto Area. As the largest society of CFA® charterholders globally, with over 11,000 members, it is dedicated to promoting the highest standards of ethics, education, and professional excellence in the investment industry. The society provides its members with extensive professional development opportunities, networking events, career services, and up-to-date industry insights. It plays a crucial role in supporting CFA Program candidates and advocating for the value of the CFA designation within the financial sector.

Where is CFA Society Toronto's Headquarters?

HQ Function

The headquarters serves as the central administrative hub for all society operations, including member services, event planning, educational program coordination, and advocacy efforts.

Notable Features:

Situated in a modern office tower within Toronto's financial core, offering professional meeting spaces and facilities for staff and society activities. Its location provides proximity to major financial institutions.

Work Culture:

The work culture at CFA Society Toronto is professional, member-centric, and collaborative. Staff are dedicated to supporting the society's mission of promoting ethical and educational standards in the investment profession. There's a strong emphasis on continuous improvement and service excellence.

HQ Significance:

The headquarters is significant as it represents the operational center of the world's largest CFA society, playing a key role in influencing the investment landscape in Toronto and connecting members to a global network.

Values Reflected in HQ: The headquarters reflects values of professionalism, accessibility for its members, and a commitment to being at the center of the financial community it serves.

Location:

As a member society of the CFA Institute, CFA Society Toronto is an integral part of a global network of more than 190,000 investment professionals in over 160 markets. While its direct operations and membership services are focused on the Greater Toronto Area, it connects its local members to global best practices, ethical standards, educational resources, and a worldwide community of CFA charterholders and investment professionals. The society does not operate its own offices globally but collaborates with the CFA Institute and other member societies worldwide.

Street Address:

120 Adelaide Street West, Suite 2205

City:

Toronto

State/Province:

Ontario

Country:

Canada

CFA Society Toronto's Global Presence

Buying Intent Signals for CFA Society Toronto

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of CFA Society Toronto

As of April 2025, CFA Society Toronto' leadership includes:

Fred Pinto, CFA - Chief Executive Officer
Sheila Standish, CFA - Chief Operating Officer
Sara L.A. WELS, CFA - Chair of the Board (Volunteer)
Jennifer S.A. GARDNER, CFA - Vice Chair of the Board (Volunteer)

Investors of CFA Society Toronto

CFA Society Toronto has been backed by several prominent investors over the years, including:

Not Applicable (Non-Profit Organization)
Funded by Membership Dues
Event Revenue and Sponsorships
Educational Program Fees

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

In January 2023, Fred Pinto was appointed as the new CEO of CFA Society Toronto. No other prominent public announcements of executive hires or exits for CFA Society Toronto's core staff leadership have been identified in the immediate last 12 months from mid-2023 to mid-2024. Board member rotations are standard for non-profits and occur annually.

Technology (Tech Stack) used by CFA Society Toronto

Discover the tools CFA Society Toronto uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

CFA Society Toronto Email Formats and Examples

CFA Society Toronto staff emails generally follow a standard professional format, often utilizing the first initial and last name, or full name.

[first_initial][last]@cfatoronto.ca

Format

fpinto@cfatoronto.ca

Example

85%

Success rate

News and media

CFA Society Toronto / CFA Societies CanadaApril 18, 2024

CFA Societies Canada Announce the Canadian Winners of the 2024 Ethics Challenge

CFA Societies Canada announced the winners of the 7th annual CFA Societies Canada Ethics Challenge. A team from the University of Waterloo School of Accounting and Finance won the national title. CFA Society Toronto is one of the participating local societies that hosts preliminary rounds for this challenge....more

CFA Society TorontoMarch 1, 2024

CFA Society Toronto & CFA Institute Research Challenge Ontario & Nunavut Local Finals

CFA Society Toronto hosted the local finals of the CFA Institute Research Challenge for Ontario & Nunavut. University teams presented their in-depth investment research to a panel of esteemed industry experts, showcasing emerging talent in financial analysis....more

CFA Society TorontoJanuary 9, 2023

CFA Society Toronto Appoints Fred Pinto as New CEO

CFA Society Toronto announced the appointment of Fred Pinto, CFA, as its new Chief Executive Officer, effective January 9, 2023. Mr. Pinto brings extensive experience from the investment management industry to his new role....more

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