CFA Montréal's reputation and influence are the result of a great collective effort. We owe our strength to the commitment and business intelligence of our community, and all our achievements carry the signature of committed members.
Join the momentum! Get involved with the next generation. Become a mentor, participate in a jury or think about strategies, activities and editorial content!
Occasionally : Lend a helping hand for a few hours on one of our projects (Research Challenge, Careers in Finance – Discovery Day, etc.)
Annually : Get involved each year in one of our working committees (Professional Development, Programs & Activities, University Liason, Sponsorship, Mentoring, etc.).
Every year, more than 100 dedicated individuals volunteer their time and talent to make CFA Montréal initiatives a success.
Want to grow your network? Meet people working in the industry? Deepen your connection with CFA Montréal? All it takes is a few hours of your time throughout the year.
We have three interesting and highly flexible options for our student volunteers.
LEVEL III* candidates
Lend a hand to the University Relations Committee by helping out with a CFA Montréal info session, stand, booth, networking reception, academic competition or other event.
Level II* candidates
Be a part of the welcome team for a CFA Montréal talk or presentation in exchange for free admission to the event.
Candidates who have taken all three exams
If you have been through the experience of taking all three CFA exams, we’d love to have you on our panel on January 26, 2024, so you can share your experiences and insights with other aspiring CFA charterholders.
Chair: Jean-François Tremblay, CFA
COMMITTEE MEMBERS
Hind Abdo, CFA | Pascal Bernier, CFA | Lise Estelle Brault, CFA | Danielle Filistin, CFA | Nissrine Marouk, CFA
The Audit Committee assists the Board of Directors with its duties and obligations regarding the quality and integrity of the organization’s financial reporting. It also contributes to external audit, internal monitoring, risk management and information security activities.
Chair: Karl W. Gagné, CFA
COMMITTEE MEMBERS
Julie-Andrée Côté, CFA | Sandy Poiré, CFA | Haig Vanlian, CFA | Jessica Younes-Fraiberger, CFA
The Governance Committee supports the Board of Directors in establishing governance based on the principles of efficiency, transparency and accountability. It is responsible for reviewing the structure, composition, mandate, performance and operations of the Board and its committees. Its goal is to ensure the best possible service for members in accordance with the ethical and professional standards of CFA Montréal and the CFA Institute.
Chair: François Crémet, CFA
COMMITTEE MEMBERS
Tamara Close, CFA | Daniel Conti, CFA | Julie-Andrée Côté, CFA | Sandy Poiré, CFA
This committee contributes to the strategic reflection process that underlies the development of the organization’s strategic plan. Once the direction, objectives and development focuses are identified, the committee works with senior management to implement the strategic plan, defining an annual action plan and KPIs.
Chair: Ioana Circo, CFA
Co-responsible: Mélissa La Haye, CFA
COMMITTEE MEMBERS
Patrice Boucher, CFA | Ralph Daghfal, CFA | Patrick Doré, CFA | Patrick Ercolano, CFA | Jean-François Fortin, CFA | Stéphane Gagnon, CFA | Marie-Léa Girouard, CFA | Jeanne Helluy, CFA | Yusuke Khan, CFA | Albert Matousek, CFA | Alexandre Mazigi, CFA | Meriem Mehdaoui, CFA | Jonathan Pellerin, CFA | Pierre Perreault, CFA | Philippe Poulin, CFA | Georges Pyliotis, CFA | Sam Reda, CFA | Roukieta Sawadogo,CFA | Simon Tremblay, CFA | Vasilos Tsimiklis, CFA
This committee is responsible for supporting CFA® charterholders in their networking and ongoing training by offering a calendar of targeted activities based on members’ professional development and training needs. It also stays current on developments in the industry to update members on new trends, best practices and matters related to professional conduct.
Chair: Catherine Lévesque-Roussel, CFA
Co-responsible: Samuel Carrière, CFA | David Cérat, CFA | Alexander Comeau, CFA
PAIRING COMMITTEE MEMBERS
Yohan Beaulieu, CFA | Jossia Bélisle | Nelson Cheung | Pierre Czyzowicz, CFA | Patrick De Roy, CFA | Mélissa La Haye, CFA | Dany Lemay, CFA | Meriem Mehdaoui, CFA | Frédéric Poisson, CFA | Mathieu Tanguay, CFA | Isabel Trépanier, CFA
The Mentoring Committee oversees a unique mentorship program. Participants are matched by the Pairing Committee following a rigorous selection process.
Chair: Jonathan Lépine, CFA
Vice-Chairs: Alexandre Cyr, CFA | Chaeyoung Lee, CFA
COMMITTEE MEMBERS
David Arbour, CFA | Antonio Cabeda, CFA | Elsa Desloges, CFA | Xiao Du, CFA | Samuel Dubois, CFA | Benjamin Elemond, CFA | Yassine Elouafy, CFA | Maxence G. Bouchard, CFA | Frank Galiffi, CFA | Tatiana Hakim, CFA | Ange Houeto, CFA | Jordan Houle, CFA | Sarah Humes, CFA | Hugo Joemets-Painchaud, CFA | Melissa La Haye, CFA | Jerôme Lafrenière, CFA | Tarek Nadeau, CFA | Ioana Norocel, CFA | Axar Patel, CFA | Matthew Pitts, CFA | Tuo Fang Ren, CFA | Sandy Rose, CFA | Marc Sayegh, CFA | Wen Qing Xu, CFA | Clara Lanxu Zhang, CFA
The committee establishes and maintains contact with finance professors and student associations from the various Quebec universities. It encourages meetings between students and professionals and promotes the CFA program.
Chair: Isabelle Laprise, CFA
Vice-Chair: Anne-Marie Monette
COMMITTEE MEMBERS
Julia Ainsworth, CFA | Vincent Beaulieu, CFA | Patrice Boucher, CFA | François Crémet, CFA | Christian Felx, CFA | Philippe Lavigne, CFA | Maria Maisuradze, CFA | Réjean Nguyen, CFA | Kenny Tang, CFA
The ESG Committee monitors relevant industry news and issues with regards to environmental, social and governance (ESG) integration and sustainable investing. They develop training sessions and educational content for members to acquire and broaden ESG-related knowledge and skills. Occasionally, committee members are invited to contribute to the development of positions on specific ESG issues or initiatives within the investment industry. Members also provide advisory support and knowledge to CFA Montreal with respect to the implementation of internal practices related to environmental, social and governance criteria.
Chair: Simon Tremblay, CFA
Vice-chair :
COMMITTEE MEMBERS
Fella Amrouche, CFA | David Gordon, CFA | Christian Lachaussée, CFA | Jean-Philippe Lejeune, CFA | Anthony Ménard, CFA | Pierre Perreault, CFA
This committee monitors the industry for developments in financial technology and organizes training to help members gain fintech knowledge and skills.
Please complete the form to share your interest. Contact CFA Montréal for information: info@cfamontreal.org.
