Senior Investment Advisor, Portfolio Manager
BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
The benefits of investing with a CFA® Charterholder
Labelled by The Economist as the gold standard of financial credentials
First awarded by the CFA Institute in 1963, the Chartered Financial Analyst® (CFA®) designation is recognized as the yardstick for measuring competence and integrity in portfolio management and investment analysis world-wide. In 2005, “The Economist hailed the CFA as the ‘purest example’ of a distance learning program that controls its curriculum, sets standards, and issues credentials uniformly and consistently.”1
As a CFA® charter holder, I:
- Am one of the relatively few candidates who has successfully completed the three-year self-study program sanctioned by three exacting six-hour exams.
- Have earned a university degree.
- Have more than 25 years of relevant professional experience – well beyond the minimum of four years.
- Abide by the strict Code of Ethics and Standards of Professional Conduct of CFA Institute.
- Have breadth and depth of knowledge:
- Theoretical and practical knowledge in risk management, financial reporting and analysis, corporate finance, fixed income, equity investment, derivatives, alternative investments, quantitative methods, economics, corporate governance, portfolio management, wealth planning, and performance measurement, and
- The ongoing benefits of continuing education that brings me access to a wealth of cutting-edge intellectual resources to help me stay abreast of the latest developments in finance.
- Have global perspective and Canadian smarts:
- I maintain a global perspective, but know the unique characteristics of the Canadian marketplace,
- I belong to a large global organization, CFA Institute, with members in more than 134 countries and is a leading voice in policy debates on market integrity, and
- I am a member of a local CFA society, benefiting from a tight network of finance professionals.
- Am a well-rounded professional who has:
- A rigorous, analytical mind that leads to thoughtful and careful decisions for the benefit of clients,
- Have breadth and depth of knowledge:
- Respect for compliance and the importance of remaining in good standing with regulators,
- Knowledge of my clients and the ability to build portfolios that meet their specific objectives and constraints,
- Broad knowledge of asset classes and strategies and the skill to integrate taxation in investment policies,
- The talent to communicate clearly, build long-term personal relationships, and guard against behavioural finance pitfalls,
- The acumen to integrate and coordinate multiple disciplines and work as a complement with other specialists including tax lawyers and accountants.
The mission of CFA Institute is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. The CFA Societies of Canada support this mission and offer various services to their members such as continuing education and career development.
1 The Gold Standard: A Fifty-Year History of the CFA Charter Paperback by Nancy Regan, published by the CFA Institute, 2012.
For more information, visit www.cfainstitute.org
This third party publication is not prepared or approved by BMO Nesbitt Burns Inc. ("BMO NBI") and therefore does not meet Canadian research disclosure requirements applicable to BMO NBI. The opinions, estimates and projections contained in the publication are those of the author as of the date indicated and are subject to change without notice. BMO NBI makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any errors or omissions which may be contained therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the report or its contents. The provision of this publication is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI or its affiliates may buy from or sell to customers the securities of issuers mentioned in this publication on a principal basis. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities of issuers mentioned in the publication, related securities, or options, futures or other derivative instruments based thereon. BMO NBI may act as financial advisor and/or underwriter for certain of the issuers mentioned therein and may receive remuneration for same. BMO NBI is a wholly owned subsidiary of Bank of Montreal. Bank of Montreal or its affiliates may have lending arrangements with, or provide other remunerated services to, the issuers mentioned herein. The reader should assume that BMO NBI or its affiliates may have a conflict of interest and should not rely solely on this publication in evaluating whether or not to buy or sell securities of issuers discussed herein.