Monthly News & Updates for February 2023 

Drive Member Value | Forecast Dinner Photos & Thank you | Upcoming event

Promote Diversity | Celebrate Black History Month

Support Financial Literacy | Message from JA British Columbia

Uphold Ethics & ESG | Natural Capital & Biodiversity Report

Leadership & Career | Be a Podcast Guest, Share Your Charter Story

CFA Candidate Zone | Level I Deferred Tax Masterclass


14th Annual Forecast Dinner

Photos & Thank you!

Thank you to our speakers, sponsors, and guests for making the 14th Annual Forecast Dinner such a wonderful event. Save the Date for next year, January 25, 2024.

Special Thanks to Our Generous Sponsors!

Congratulation to the 2022 Forecast Award winners!


Ivy Leung, CFA


Krystina Walton, CFA

S&P/TSX Comp. Index

Scot Hooker, CFA


Corinne Thiessen

Canadian Bond Yield

Leon He, CFA

Matthew Michaelis

S&P 500 Comp. Index

Sanjeet Dhari, CFA

Please Share Your Feedback

Forecast Dinner guests, please take a moment to share your feedback in a brief survey for your chance to win a $50 gift card to the Artisan Wine Shop. Closes February 20th.

Take the Survey


5th Annual

Victoria Alternative Investment Outlook Forum

March 8, 2023 | Hotel Grand Pacific

hosted by CFA Society Victoria, CAIA Vancouver, and AIMA Canada

The Outlook Forum brings together leaders from across the industry to discuss the changing landscape and outlook of alternative investments. This year, we are looking at the key secular forces emerging within the global economy and financial markets, and implications for asset returns and allocation decisions. We will also take a closer look at endowments.

The session will conclude with a long overdue in-person networking reception! 

Register Now



Black History Month

Thank you to our EDI Chair, Jennifer Scharien, for curating this list.


The Book of Negros by Lawrence Hill


Hidden Figures

Streaming on Prime Video & Disney+


At the Blue Nile Restaurant



Celebrating and Supporting Women in STEM



Natural Capital & Biodiversity

Report from CFA Institute

CFA Institute has published the report "Natural Capital & Biodiversity in the Investment Process." Consider this recommended reading for investors looking to learn about the economic, investor, and societal implications of natural capital issues.

Screenshot 2022-05-24 160702.png

CAC Newsletter

Discover the latest advances in investor protection, industry professionalism, market integrity, and transparency in the latest Canadian Advocacy Council newsletter issue.




Special Message

From JA British Columbia

JA British Columbia extends its gratitude to the CFA Society Victoria financial literacy committee and campaign advocates. Thanks to your financial and volunteer support this winter, more youth will experience a life-changing JA financial literacy program in 2023. By helping young people build money skills, you are preparing the next generation for lifelong financial health!



Be a Podcast Guest

Share your Charter story

The My Charter Story is a podcast where CFA Charterholders like you share personal stories on what inspired and motivated them to pursue the CFA charter. Do you have a compelling story about your journey to earning the charter? If so, CFA Institute wants to hear from you! Email so they can explore telling your story on a future podcast episode or apply below.

Apply Now


Join a Live Level I CFA® Webinar

Deferred Tax Masterclass

February 22, 2023 | 10:00–10:45 pm PT

Are you preparing for the Level I CFA exam and want to better understand deferred tax assets? Then you need to attend this webinar presented by Kaplan Schweser’s Jonathan Bone. In this complimentary session, Jonathan will go in-depth about tax deferred assets, which is a part of the curriculum for the Level I exam. Topics include: 

  • Understanding why deferred tax assets and liabilities are needed
  • Learning how to calculate deferred tax assets and liabilities
  • Question-and-answer session


Come ready with your questions and learn more about deferred tax assets.

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