The highest standard in portfolio management is the Chartered Financial Analyst designation

Chartered Financial Analyst in TorontoA Chartered Financial Analyst in Toronto (CFA) is an investment management professional who meets the highest standards of proficiency in portfolio management, financial analysis and ethics. In Toronto, and the rest of the world, the CFA Institute sets the standards for earning and maintaining the CFA designation. This standard is the most rigorous and comprehensive in the financial world and is recognized globally as such. Inukshuk Capital Management’s President and Chief Investment Officer, Chris Keeley, has been a CFA charterholder since 2005 and  Mike Nazwaski, Inukshuk Capital Management’s Head of Risk and Operations, has been a CFA charterholder since 1994.

To earn the Chartered Financial Analyst in Toronto designation a financial professional must pass a three year series of exams covering almost every aspect of investment management, securities analysis, portfolio construction, ethics and the best practices of professional conduct. As well, a CFA must have a minimum of four years of qualified work experience in portfolio management. Clients whose portfolios are managed by CFAs can be confident that their money is being managed by those with the best investment knowledge in the business.

In order to maintain their designation, each year a CFA must agree to and sign the CFA Code of Ethics & Standards of Professional Conduct. The Code and Standards emphasize that the Chartered Financial Analyst’s client’s interests always come first. This recognition of a portfolio manager’s fiduciary duty to their clients is Inukshuk Capital Management’s first priority. Inukshuk Capital Management’s clients know their interests come first and that their portfolios are being managed by professionals who meet the highest standards of experience, knowledge, ethics and practice.

Inukshuk Capital Management is an independent investment manager focused on cost-effective systematic ETF strategies designed to maximize risk-adjusted returns. We use a disciplined, quantitative approach to design tailored portfolio management solutions for individuals and institutions. Inukshuk Capital Management is also the manager of the Inukshuk Opportunities Fund LP, a systematic, multi-asset class, long/short global investment fund.

Inukshuk Capital Management Inc. is incorporated under the laws of Canada and is registered as an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer in Ontario. ICM’s office is located in Toronto, Ontario.


Let's Talk!

Contact us today for a FREE no obligation, confidential portfolio assessment.

Subscribe to our Newsletter

Scroll to Top

Sign Up Below To Receive Our Monthly Newsletter.

Market updates right to your inbox!