CFA Montréal organizes more than 20 events that attract more than 4,500 professionals from the business and finance sectors each year.
The biggest names in finance from around the world have appeared or will appear as speakers during our events. Several activities are also organized in collaboration with key players in the Montreal financial sector.
Our strategic partners
CFA Montreal has set itself ambitious strategic objectives to benefit members, employers, investors and the Montreal financial community. However, it would not be possible for us to achieve our growth and training objectives without the invaluable support of our partners in the Montreal finance industry and business community.
CFA Montreal is grateful for the support of the following partners. We thank them for their vital contribution to the realization of our mission, ambitions and activities.
Contact us at activity@cfamontreal.org if you are interested in being part of our strategic partners.
At La Caisse, formerly CDPQ, we have invested for 60 years with a dual mandate: generate optimal long-term returns for our 48 depositors, who represent over 6 million Quebecers, and contribute to Québec’s economic development.
As a global investment group, we are active in the major financial markets, private equity, infrastructure, real estate and private debt. As at December 31, 2024, La Caisse’s net assets totalled CAD 473 billion. For more information, visit lacaisse.com or consult our LinkedIn or Instagram pages.
La Caisse is a registered trademark of Caisse de dépôt et placement du Québec that is protected in Canada and other jurisdictions and licensed for use by its subsidiaries.
Established in 1998, Desjardins Global Asset Management (DGAM) is one of Canada's largest institutional asset managers with in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment vehicles. DGAM strongly believes in the power of expertise and the importance of education. They’re the foundation of our approach, which focuses on accessibility, discipline and innovation.
That’s why DGAM proudly supports the mission of the CFA Society of Montreal and its efforts to advance and promote financial expertise. The excellent work the Society does makes it a major player in promoting Montreal’s financial knowledge. Our presence as a partner of the Society demonstrates our commitment to encouraging high-level knowledge sharing and helping ensure the highest degree of financial expertise in Montreal and throughout Quebec.
The Public Sector Pension Investment Board (PSP Investments) is one of the largest pension plan investors in Canada, with net assets under management of $299.7 billion as at March 31, 2025. PSP Investments manages a diversified global portfolio of investments in capital markets, private equity, real estate, infrastructure, natural resources and debt securities. Created in 1999, PSP Investments manages and invests the amounts transferred to it by the federal government for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. PSP Investments is headquartered in Ottawa, with a principal business office in Montreal. It also has offices in New York, London and Hong Kong. For more information, visit www.investpsp.com or follow us on LinkedIn.
We invest in our families, careers and relationships – but what if we were just as invested in our financial futures? We can’t realize our full potential if we sit on the sidelines, only think about the short term, or think we have to go it alone.
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated and more invested so they can meet their full potential.
Our story started in 1967, with one advisor and one employee working together. Since then, partnership has been core to our culture and how we do business. We believe that when we work together in true partnership, we create the greatest impact for everyone.
PBY Capital was founded in 2020 to provide independent investment expertise to family offices and other sophisticated investors. We work with a select group of portfolio managers to help our clients access high-quality investment strategies. Our first partner is Canso Investment Counsel, a specialized credit manager.
Our personalized and collaborative approach allows us to gain a deep understanding of our clients’ unique needs and deliver the high-quality service they deserve. Our ongoing commitment to adapting our services reflects our dedication to their long-term success.
Canso Investment Counsel Ltd., founded in 1997, provides portfolio management services to Canadian institutional and private investors. The firm specializes in disciplined security selection. Through proprietary research and a consistent investment approach, Canso seeks to capture attractive opportunities while avoiding overvalued securities. Independent from external rating agencies and prevailing market trends, Canso believes that a disciplined strategy applied consistently over time leads to strong results.
Fiera Capital Corporation is a leading independent investment management company with a growing global presence.
We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.
At Fiera Capital, we recognize that the investment world is constantly evolving. Our teams seek to leverage the most varied and innovative offerings in this global industry to develop strategies that meet the needs of every client, wherever they may be. We aspire to continue our global reach and are committed to always offering the best solutions with a focus on excellence.
Fiera Capital trades under the ticker FSZ on the Toronto Stock Exchange.
In finance, talent is one of the key ingredients for success. Professionals holding the CFA® designation are undoubtedly among the best talents in Montreal's financial services industry. They are exemplary ambassadors for our financial center, and make a major contribution to the city's international reputation.
When Finance Montréal, Québec's financial cluster, was created in 2010 by leading local financial institutions with the support of the Québec government, the leaders who decided to join forces placed the promotion of Québec talent at the heart of Finance Montréal's objectives. The partnership with CFA Montréal was thus an obvious choice, and has gone from strength to strength since its inception. With more than 60 member organizations involved in key sectors of our financial ecosystem, and close to a hundred professionals holding the CFA® designation, Finance Montréal relies on the concerted efforts of a large number of financial players to ensure the common interests of the industry, while raising the profile of the financial specializations found in Montreal.
iA Global Asset Management is one of Canada's leading portfolio management firms. We manage over $100 billion in assets for institutional and retail mandates, with expertise that spans all asset classes. Our skills enable us to offer complex investment solutions that can be adapted to our clients' ever-changing needs. iA Global Asset Management has evolved to become a magnet for talent in Canada. Today, we are more than 200 investment professionals with core competencies in a wide range of asset classes.
Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With over C$30 billion in assets under management (inclusive of leverage), more than 125 investment professionals based in Montreal and Toronto, and a complete range of solutions, TCC is well positioned to meet the needs of investors seeking steady returns.
Addenda Capital is a Canadian investment firm recognized for its expertise in sustainable and impact investing. We manage $42.5 billion(as at December 31, 2025) in assets and provide multi-asset and customized investment solutions for institutional and private wealth clients, supported by disciplined research and long-term investment thinking. Owned by Co-operators and rooted in communities across the country, we focus on thoughtful, innovative approaches that align capital with long-term value creation. With over 170 employees, Addenda serves clients from offices in Montréal, Toronto, Guelph and Regina.
National Bank Independent Network (NBIN) began as one of the first clearing services for independent advisors in Canada. Today, we are one of Canada’s leading providers of custody, trade execution and brokerage solutions, all backed by the financial strength and ongoing support of National Bank of Canada. Our team of 200 professionals serves over 400 independent firms managing over $300B in Assets Under Administration.
Whether you are just starting out or have a well-established business, our goal is the same: to provide support and services that allow you to achieve your vision, your way. Ignite your entrepreneurial spirit, confident in the reliability and support of NBIN.
Beneva is the country's largest mutual insurance company with 3.5 million members. Created by the coming together of La Capitale and SSQ Insurance in 2020, Beneva employs over 5,500 dedicated employees: people looking out for people. Its caring approach founded on human values and shared by its employees is anchored in its mutualist roots. With $27.5 billion in asset, Beneva has positioned itself as one of the leading Canadian companies in the insurance industry. It stands out for its diverse offerings in Group Insurance, Property and Casualty Insurance as well as Individual Insurance and Financial Services. Its head office is located in Quebec City.
Jarislowsky Fraser Global Investment Management is trusted for quality investing. For more than six decades, it has delivered tailored solutions to meet the needs of a broad range of institutional investors, including pension funds, foundations and endowments, corporations, Indigenous communities, and corporations. Its investment team’s quality-focused investment philosophy and approach are built on a foundation of time-tested conservative principles and more than 70 years of fundamental research. Jarislowsky Fraser’s history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing, a long-term investment horizon, and the advancement of good governance and responsible investing.
At Ninety One, we believe in investing for a better future. As responsible investors, we are deeply committed to creating a sustainable future and helping our customers achieve their long-term financial goals by offering specialized active management expertise. Our clients include some of the world's leading pension funds, financial institutions, corporations, foundations and intermediaries.
Founded in South Africa in 1991, Ninety One is an independent firm that has grown organically to become a global asset management company. With over C$280 billion in assets under management, we are recognized as a trusted international specialist, offering differentiated solutions in equities, fixed income, credit and climate investments. With a heritage rooted in emerging markets, Ninety One brings a unique perspective to global investing.
With a local presence in Montreal and Toronto, we're proud to celebrate over 15 years of serving our customers in the province of Quebec.
Power Sustainable is an alternative asset manager which finances companies and projects that aim for both competitive returns and positive sustainability outcomes. The firm offers institutional investors exposure to alternative assets, which aim to accelerate and scale sustainable solutions across multiple industries. Power Sustainable is a subsidiary of Power Corporation of Canada (TSX: POW) (TSX: POW.PR.E), an international management and holding company that focuses on financial services in North America, Europe, and Asia. Power Sustainable’s mission is to catalyze capital towards clean global solutions. Learn more at www.powersustainable.com.
RBC Global Asset Management (RBC GAM), the asset management division of Royal Bank of Canada (RBC), comprises the fund managers PH&N Institutional and BlueBay Asset Management. RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors. The RBC GAM group of companies has approximately $780 billion in assets under management and some 1,700 employees in Canada, the United States, Europe and Asia (as of September 30, 2025). We believe we can enhance the long-term sustainable performance of the portfolios we manage by being active, dynamic and responsible.
In Canada, PH&N Institutional has a well-established reputation for providing thoughtful and relevant investment solutions and services to corporations, unions, communities and not-for-profit organizations, combining its portfolio management expertise with RBC GAM's global investment resources across major asset classes.
Is your university association looking for sponsors or speakers for an upcoming event? You can submit your request to our University Relations Committee. Please contact us several months in advance to allow sufficient lead time.
