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Talking Points
Further Reading Private Clients, You, and Public Relations article
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Canadian Private Wealth Talking Points
Review of CFA Charterholder Representation in Private Client Management within
Canada
There are roughly 10,000 CFA charterholders represented throughout Canada. Of these, approximately 2,500 serve the private client sector.
Geographically, CFA charterholders serving the private client sector* are represented roughly as follows
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Atlantic Canada Society
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50 200 100 380 30 80 40 40 1150 320 30 70 |
Top employers for CFA charterholders working with the private client sector* include
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RBC CIBC TD Waterhouse Scotia Cassels Investment Counsel Limited BMO Harris Investment Management Inc. BMO Nesbitt Burns HSBC Securities Canada Inc. Phillips, Hager & North Investment Management Ltd. Scotia McLeod TD Asset Management Mawer Investment Management National Bank Financial Inc. McLean, Budden Limited TD Private Investment Counsel Canaccord Capital Corporation UBS Bank (Canada) |
*Source: CFA Institute