CFA Society Winnipeg has served the Winnipeg investment community since 1952 by promoting ethical and professional standards within the investment industry. Our society is an active participant and innovator within our international organization - CFA Institute. In addition, CFA Society Winnipeg provides our 240 members with professional development and educational learning opportunities, job placement services and membership networking events.
Students sitting here are interested in networking with CFA members from a variety of backgrounds in the financial industry, and are interested in learning more about the CFA designation and how it can better them professionally.
Royal Bank of Canada
RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance, and creating value for our clients and communities.
For more than 150 years, we’ve gone where our clients have gone – expanding across Canada, the United States, and to select global markets. Today, we hold strong market positions in five business segments, with 16 million clients who continue to put their trust in RBC. RBC’s various functional areas include commercial and personal banking, capital markets, wealth and asset management, and more.
For over 125 years, our 3 companies—Great-West Life, London Life and Canada Life— have been trusted by Canadians for keeping their promises and helping Canadians reach their full potential, every day. Canada Life will be our new brand under which we’ll create, deliver and communicate all our products and services from our three companies moving forward.
Canada Life is Canada’s leading insurance provider and participant in the financial services services industry, managing over $105.3B in retirement and investment holdings.
IG Wealth Management
At IG Wealth Management, we believe in the power of financial advice to change lives for the better. For more than 90 years, we have been building long-term relationships with clients to give them the confidence to make sound financial decisions at every stage of their lives. A well-designed plan for your financial future is an integral part of building the life you want for yourself and your family. As the number of options for investing increases, so does the volume of information that is available about financial matters. With all of this information overload, advice has never been more important.
Areas of focus at IG Wealth Management include investment and retirement planning, estate planning, tax planning, cash management, business ownership and more.
Western Financial Group
Western Financial Group is a diversified insurance services company that is focused on creating security and has provided over one million Canadians the right protection for more than 100 years. Headquartered in High River, Alberta, Western provides personal and business insurance through 179 locations, its affiliates and a variety of connected channels, with an engaged team of approximately 1,800 people. Western has been serving customers through good times and the challenges as well. Since those early days, Western, in all its forms, has crafted the insurance you need for the best value. Western Financial Group is a subsidiary of Trimont Financial, a wholly-owned subsidiary of The Wawanesa Mutual Insurance Company.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (based on 2018 revenue). The company has more than 90,000 employees (excluding affiliates), and serves real estate investors and occupiers through approximately 480 offices (excluding affiliates) worldwide. CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.
Canadian Imperial Bank of Canada
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
CIBC seeks to create value for our shareholders by generating consistent and sustainable earnings while achieving strategic growth.
To do so, we are investing in our core businesses, maintaining a lower risk discipline aligned with our strategy, and underpinning our activities with industry-leading fundamentals.
This focus has served our stakeholders well. We hold a position of strength; we are confident in our future and we continue to grow CIBC as part of our commitment to focus on what matters.
We are investing in our clients, our employees and our communities and we will further strengthen our franchise to drive returns and create long-term value for our shareholders.
Colliers is a leading global real estate services and investment management company. With operations in 68 countries, our 14,000 enterprising people work collaboratively to provide expert advice and services to maximize the value of property for real estate occupiers, owners and investors.
For more than 20 years, our experienced leadership team, owning approximately 40% of our equity, have delivered industry-leading investment returns for shareholders. In 2018, corporate revenues were $2.8 billion ($3.3 billion including affiliates), with more than $26 billion of assets under management.
Lawton Partners Wealth Management
Lawton Partners is a wealth management firm located in Winnipeg, MB. We have been helping our clients achieve their financial and life goals for over 40 years.
Lawton Partners brings offers expert advice to our clients in tax strategies, retirement planning, wealth management, estate planning, business succession, risk management, philanthropy, investment review, and more.
Lawton Partners is recognized as one of Canada’s Outstanding Independent Offices by Wealth Professional Magazine.
Avison Young is one of the world's fastest-growing commercial real estate firms, and we are expanding globally. This growth is a testament to the commitment we’ve made to our clients and our employees. We’re different. We’ve designed our organization to be highly collaborative and focused on one thing: creating the best solutions for our clients to deliver long-term success. And because of the value we deliver, our cultureand our unique approach, clients and talent are joining us every day.
As further evidence of our unique model and success, Avison Young achieved Platinum status with the Canada’s Best Managed Companies program in 2018 — our seventh consecutive year as a Best Managed company.
We will continue to expand and evolve, striving to meet the changing needs of our industry, our clients and our employees, but we will remain true to our values, culture and vision.