CFA Society Toronto Announces 2026/2027 Board of Directors

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TORONTO, Nov. 13, 2026 (GLOBE NEWSWIRE) — CFA Society Toronto is pleased to announce the election of its 2026/2027 Board of Directors following the Annual General Meeting held on…
TORONTO, Nov. 13, 2026 (GLOBE NEWSWIRE) — CFA Society Toronto is pleased to announce the election of its 2026/2027 Board of Directors following the Annual General Meeting held on November 12, 2026. The Board of Directors serves a critical leadership role by providing strategic direction to carry out the Society’s mission and vision, delivering value to its members in a rapidly changing investment environment, and promoting high ethical standards for the enhancement of the investment profession.
CFA Society Toronto extends sincere thanks to Brian Madden for his outstanding leadership and dedication as Past Chair of the Board of Directors. Brian served as Chair of the Board from November 2023 to November 2025, during which the Society delivered exceptional value to its members.
Sara Loriot, CFA, is Vice President, Institutional Strategy & Partnerships at CI Global Asset Management, where she is responsible for institutional strategy, client experience, and strategic partnerships across the firm’s institutional business. Throughout her career in asset management, she has worked across institutional distribution, consultant relations, investment management, and client strategy, providing her with a broad perspective on the investment industry and its stakeholders.
An active CFA Society Toronto volunteer since becoming a Charterholder in 2018, Sara has helped launch and scale several of the Society’s initiatives, including Women in Finance, the Diverse Dividends podcast, and the Digital Content Committee, which she helped establish and now supports as Senior Advisor. Through her professional and volunteer work, she is passionate about strengthening industry engagement, fostering meaningful connections, and advancing the future of the investment profession. In 2024, she received the CFA Institute Emerging Leader Award in recognition of her contributions to the Society and the broader investment community.
Serge LeVert-Chiasson is Managing Partner and Chief Compliance Officer…
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