CFA Societies Canada Appoints New Board Members for 2024-2025
The organization responsible for advancing investment professionalism in Canada, CFA Societies Canada, has announced significant changes to its Board of Directors for the upcoming term. Recently, Jimmy Kwame Boateng, CFA, Frank Lachance, CFA, and Nilesh Paray, CFA, were elected to serve on the board for two years, beginning in 2024.
Meet the New Board Members
As part of the refreshed board, these new members will work alongside re-elected directors Carl Robert, CFA, and Cecilia Wong, CFA, and several continuing members. Ronald Schwarz, CFA, will continue in his role as Chair, guiding the board as they implement new strategies aimed at enhancing the investment landscape in Canada.
Commitment to Professionalism
Expressing his enthusiasm, Ronald Schwarz remarked on the value and recognition that the board members bring to the investment industry. He acknowledged the continuous efforts made by members, which not only enhance the reach of the organization but also strengthen its position as a trusted voice for professionalism within the field.
Acknowledgment of Service
Michael Thom, CFA, Managing Director of CFA Societies Canada, also took a moment to recognize the contributions of outgoing board members Pier-André Blanchet, CFA, Coreen Sol, CFA, and Stephen J. Thompson, CFA. His sentiments echoed a gratitude towards their commitment, highlighting a collective commitment towards improving Canada's investment sectors as they look forward to new opportunities in the strategic plan for FY2025-FY2027.
Composition of the Board
The newly structured board of directors now includes the following:
Board Chair
Ronald Schwarz, CFA
New Board Members
Jimmy Kwame Boateng, CFA - CFA Society Okanagan
Frank Lachance, CFA - CFA Québec
Nilesh Paray, CFA - CFA Society Edmonton
Re-elected Members
Carl Robert, CFA - CFA Montréal
Cecilia Wong, CFA - CFA Society Vancouver
Continuing Members
Emily Burt, CFA - CFA Society Winnipeg
Kathrin Forrest, CFA - CFA Society Toronto
Chelsea Kittleson, CFA - CFA Society Victoria
Sean Kulik, CFA - CFA Society Ottawa
Tristan McBride, CFA - CFA Society Atlantic Canada
Patrick Read, CFA - CFA Society Calgary
Jordan Wilson, CFA - CFA Society Saskatchewan
CFA Societies Canada Overview
As a collective of twelve Canadian member societies, CFA Societies Canada aims to elevate the standards of professional conduct and ethics within the investment sector. Through collaboration, they focus on solutions that serve the best interests of Canadian society. They emphasize integrity and commitment to excellence within finance and investment management.
Contact Information for Media Inquiries
For further information, please reach out to Candice Szpruta at 416-366-3658 x5 or send an email to cszpruta@cfacanada.org.
Frequently Asked Questions
What is the role of the CFA Societies Canada Board of Directors?
The Board of Directors guides the strategic direction and ensures professionalism in investment management across Canada.
Who are the newly elected members of the board?
The new board members include Jimmy Kwame Boateng, Frank Lachance, and Nilesh Paray.
What are the objectives of CFA Societies Canada?
The objectives include establishing high ethical standards in the investment profession and enhancing the acknowledgment of charter holders' skills.
How can someone find out more about CFA Societies Canada?
Individuals can visit their official website or follow their social media profiles for the latest updates.
Who should be contacted for media inquiries?
Candice Szpruta is the contact person for media inquiries regarding the appointments and activities.