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Montréal’s Financial Community Honoured

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CFA Society Montréal receives three international CFA Institute Society Excellence Awards

Montreal, October 22, 2013 – Jacques Lussier, CFA, President of the Board of Directors of CFA Society Montréal, is proud to announce that the organization received three of the six prestigious CFA Institute 2013 Society Excellence Awards Program – Initiative awards. CFA Society Montréal, a member society of the CFA Institute, received the Education Award, Collaboration Award and Ethics Award. These awards honour CFA Society Montréal amongst the 59 societies, in nomination for this worldwide program. They highlight the outstanding work done by CFA Society Montréal, as well as its high standard of service, hard work and dedication in supporting the CFA Institute’s mission, to serve the needs of both local finance professionals and Investors.

Adding to CFA Society Montréal’s pride, Janick Boudreau, CFA, Director Portfolio Management of Otéra Capital, former president of CFA Society Montréal (2011¬2013), received the Volunteer of the Year Award for her exceptional involvement in the financial community. She was selected for this honour from among her colleagues in the CFA’s 11 other member societies across Canada.

“To have our efforts in promoting the highest standards of ethics, education, and professional excellence recognized amongst our peers by the CFA Institute is a great honour,” shared Jacques Lussier, CFA, President of CFA Society Montréal. “We also take great pride in knowing that these awards are a credit to our members and to Montréal’s financial community.”

“Through its award winning projects, CFA Society Montréal demonstrated its ability to lead the investment profession’s thinking in the areas of ethics, capital market integrity, and excellence of practice. These award-winning efforts are a shining example of leadership,” noted Emily Dunbar, Head of Global Society Relations at the CFA Institute.

Montréal recognized four times by the 2013 Society Excellence Awards Program 

The CFA Institute Society Excellence Awards Program was established in 2006 to recognize and reward the efforts of individual societies or societies in partnership with one another in their operations and the delivery of value to the investment professionals they represent.

The 2013 Education Award recognized CFA Society Montréal for its outstanding achievements in delivering value to its members, as well as to investors, through excellent educational initiatives. The Montréal organization received the award for restructuring its educational programs and long-term strategic plan, with a renewed approach to the delivery of educational events, such as topical seminars and world renowned speakers. The society incorporated strategic planning to create new programs on a variety of topics, while targeting a broader audience, focusing on career and attempting to draw in newer practitioners.

The 2013 Collaboration Award was given to the 12 Canadian societies, which took on two collaborative initiatives, including a National Strategic Plan to leverage each other’s operational strengths and the Canadian Program. The latter program provides members with discounted member rates for programming anywhere they wish to participate in Canada. The National Strategic Plan was the outstanding result of collaboration between societies to align strategy, enhance member value, and promote societies’ benefits in order to increase member involvement.

The Ethics Award category recognized CFA Society Montréal for its exceptional achievement in ethics and / or advocacy related initiatives with activities. It distinguished itself in promoting ethics to their members and to the broader public as a core value of the society, through impact communication, programming, and advocacy efforts with the Canadian Advocacy Council. The society even organized an Ethics Day, which included a luncheon, employers and AMF visits, and collaboration with other societies.

The Volunteer of the Year Award was given to Montréal’s Janick Boudreau, CFA, Director of Portfolio Management at Otéra Capital. The award recognizes Ms. Boudreau’s outstanding volunteer work with the CFA Society Montréal since 2007. In particular, she served as President of the Board of Directors from July 2011 to June 2013, and at the national level, she served as Chair of the Oversight Committee of the Canadian Advocacy Council and was responsible for the implementation of the Canadian strategic plan.

About CFA Montreal

The CFA Montreal is a non-profit association founded in 1950. In supporting the CFA Institute’s mission, it strives to be of greatest benefit to the general public by locally promoting the highest standards of ethics, education and professional excellence in the field of finance. The society also supports its members’ career development by organizing activities enabling them to stay at the leading edge of professional expertise and by promoting the CFA designation.

CFA Society Montreal also strives to increase awareness regarding both investment career opportunities and the CFA program to other organizations, university students, and the public at large. CFA Society Montréal counts over 2,200 members. For more information, visit 

About CFA Institute 

CFA Institute is the global association of investment professionals that sets the standard for professional excellence. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 120,000 members in 140 countries and territories, including more than 110,000 CFA charterholders, and 139 member societies. For more information, visit

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