Toronto, Canada, June 27, 2024-The Chinese Canadian Finance Association (CCFA) announced the successful conclusion of its inaugural speed mentoring program in collaboration with Youth Employment Services (YES), a leading non-profit organization focused on youth employment in Canada.

The event, held on June 17, paired mentors from CCFA with young job seekers from YES. This initiative highlights CCFA's commitment to building stronger local ties, expanding its outreach, and contributing to society through professionalism and dedication.

"The speed mentoring program is a groundbreaking effort for CCFA in partnering with a local organization beyond the Chinese community in Canada. It aligns with our mission to 'Engage, Empower, and Enrich' both present and future professionals and broaden our influence," said Emily Gu, President of CCFA.

Conducted in virtual breakout rooms, the speed mentoring session allowed mentors to connect with small groups (1-3 youth per group) in several short rotations. During these sessions, young job seekers could ask questions about employment opportunities and seek career development advice. In addition to gaining insights from mentors' professional experiences, the event helped young participants build confidence in networking with industry leaders.

The first batch of CCFA mentors were primarily selected from CCFA Pro+, an elite cohort of mid-level business leaders and seasoned professionals. With diverse backgrounds, these mentors brought a wealth of professional and life experience, offering guidance on high-quality networking and helping the youth thrive.

YES is a leader in Canadian youth employment training, programming, and job placement, serving tens of thousands annually with a nearly 90% success rate. The organization created youth employment services in Canada in 1968 and has since helped hundreds of thousands of youth, many disadvantaged, directly and millions indirectly.

"We at YES were thrilled to host our first mentorship event with the Chinese Canadian Finance Association. This online session provided invaluable mentorship opportunities to our youth, made possible by the generous support of CCFA volunteers. We extend our heartfelt appreciation for their dedication to empowering our community through mentorship," said Tim Lang, CEO of YES.

Founded in 2001, CCFA has played a pivotal role in establishing a robust network of finance professionals and scholars across Canada, China, and beyond. With nearly 5,000 active members and followers, CCFA serves as a dynamic bridge, cultivating key business relationships, identifying promising investment opportunities, and promoting high-standard financial education based on industry best practices.

For inquiries, please contact:

Wei He

contact@theccfa.net

5月5日上周日，我们成功举办了CCFA Pro+今年的第四场活动—AI实验室，有机会让金融领域的专业人士亲身体验AI的应用魅力！

活动主讲人Calson Sheng带领大家展开深入讨论，主持人是Oliver Xin。

【Carlson Sheng: Versatile Entrepreneur, founding Next 36, specializing in machine learning and industrial automation and AI solutions】

Calson详细阐述了AI在金融行业中的三大常见应用场景，并澄清了关于AI在金融领域应用的诸多误解。此外，大家还探讨了AI隐私及数据安全的相关问题，Calson也分享了大型银行应对这些挑战的策略。

紧接着，Calson介绍了三款有意思的AI工具：

PDF.ai：这款工具利用AI技术快速总结PDF文件，精准提取文本和图像，极大地节省了专业人士阅读冗长文件的时间。同时，PDF.ai还具备强大的OCR功能，能够将扫描的PDF转换为可编辑的文本格式。

Gamma：这是一个用户友好的幻灯片制作平台，用户只需根据提示进行操作，即可轻松创建幻灯片。该平台界面灵活，允许用户在最终生成结果前自定义幻灯片的标题和颜色。制作完成的幻灯片支持PDF和pptx格式下载。

Suno：Suno是一款AI音乐创作平台，让每个人都能成为音乐达人。用户只需输入简单的提示，算法就能迅速生成符合要求的音乐，并自动生成歌词。在这次活动中，CCFA团队就利用Suno成功试水了CCFA协会主题曲～

本次AI工作坊充分展示了人工智能技术在各行各业中的强大潜力——不仅能提高业务流程效率，简化操作流程，还能为我们的学习和工作带来无限惊喜和乐趣，让生活更加丰富多彩。

感谢所有参与者的热情参与和贡献，以及Calson的精彩分享。让我们共同期待，技术将如何更好地服务于人类，让每个人都能感受到它所带来的无限创造力和可能性。未来已来！

This past Sunday, we hosted CCFA's 4th Pro+event: the first-ever AI Lab with hands-on AI applications for finance professionals! This event featured a panel led byCalson Shengand was facilitated by Oliver Xin. Calson discussed three common use-cases for AI and broke down misconceptions about the use of AI in the finance industry. Some concerns were discussed related to AI privacy and data security, and Calson explained how large banks could tackle such security concerns.

Calson then led a workshop and introduced three AI tools that could benefit finance professionals:
1.PDF.ai(pdf.ai)
PDF.aiutilizes artificial intelligence to summarize PDF documents. It employs algorithms to accurately extract text and images, saving professionals time reading long documents. Additionally,PDF.aioffers features like optical character recognition (OCR) to convert scanned PDFs into editable text.

2. Gamma (gamma.app)
Gamma is a platform that creates slideshows using user-generated prompts. The interface is very flexible, allowing users to customize slide deck headings and colours before creating the result. Users can download the finalized slide deck in PDF and pptx formats.

3. Suno (suno.com)
Suno is an AI-music generation platform that allows anyone to be a musician. Users can enter simple prompts and algorithms will generate music of a desired genre with auto-generated lyrics. Using this software the CCFA team was able to generate a CCFA theme song!

This workshop highlighted some of the many ways AI can improve business processes and streamline operations for professionals in all industries. Whether through simplifying workflow or data cleansing, AI tools can enhance the efficiency of learning and work but also bring us surprises and funs，interactive moments to our lives.

Thanks for everyone's participation and dedication and Calson‘s great sharing to putting technology at the service of humanity, allowing everyone to enjoy the creativity and boundless possibilities brought by technology. The future is already here!

5月7日，CCFA作为联合参展方之一，参与了CPAC的年度职业展会。从早9点到下午4点半，CCFA团队热情接待了数百次咨询，解答了金融行业就业机会的相关问题，充分展现了求职者对金融行业的浓厚兴趣以及整个行业的巨大潜力。

近2000名参与者络绎不绝，他们主要是来自亚洲的新移民和国际学生，包括中国、印度、巴基斯坦，也有不少来自东欧的求职者。大多伦多地区的20多家知名机构和顶尖公司也悉数到场，为求职者提供了一个交流、探讨职业发展、发掘工作机会的平台。

在CCFA，我们很自豪能够成为金融专业人士的聚集地。依托广泛的人脉和丰富的行业资源，我们致力于推动知识交流，提供实用的职业建议。除了CCFA主席Emily坐镇，还要特别感谢我们几位志愿者——Luyang、Lili、Jay、Ray等等（小编如果遗漏了哪位请别介意～），他们放弃了宝贵的休息时间，全程支持这次活动，体现了我们的团队精神。

这类活动不仅帮助求职者清晰地了解市场需求，也让他们有机会向潜在雇主充分展现自己。此外，他们的热情再次印证了我们致力于创造公共价值、丰富社区生活的坚定承诺。衷心感谢每一位参与并助力此次活动取得圆满成功的伙伴！

May 7 marked a landmark day for CCFA at the CPAC Job Fair! From 9:00 a.m. to 4:30 p.m. our team engaged with hundreds of inquiries about finance-related career opportunities, demonstrating the vibrant interest and dynamic potential within our community.

Nearly 2,000 participants—mainly new immigrants and international students from Asia, including China, India, Pakistan, and Eastern Europe—came in waves. Over 20 esteemed institutions and top companies from the Greater Toronto Area were present, giving job seekers the opportunity to connect, discuss career paths, and explore potential job openings.

At CCFA, we pride ourselves on being a unified platform for financial professionals. We leverage our wide networks and deep industry resources to facilitate knowledge exchange and provide practical workplace advice. As president of CCFA, I'd like to extend a special thank you to our dedicated volunteers—Lili, Jay, and Ryan—who took personal vacation time to support this initiative. Your commitment exemplifies the spirit of community and the impact of our collective efforts!

Events as such are crucial—not only do they provide job seekers with a clear understanding of market demands, but also give them a chance to practice their pitching skills to prospective employers. Moreover, their enthusiasm reaffirm our commitment to creating public value and enriching our community. Thanks to everyone who participated and made this event a success!

2024年3月28日晚6时，由CCFA携手IDC举办的接驳金融职场之麦马篇正式于线上举行。

Emily会长首先向大家介绍了CCFA的董事会成员和志愿者团队，并讨论了金融行业工作的资深专业人士如何通过社交媒体平台分享他们的经验和见解，以回馈社区并帮助年轻人了解职业发展。

CCFA是一个基于志愿者团队运营的协会，致力于为金融业界人士提供行业讯息、扩展社交网络和促进加中金融行业的交流。CCFA曾组织过一系列主题活动，包括金融论坛、风险论坛、职业发展交流会等，以及各种社交活动，如年度圣诞晚会、户外爬山活动等，旨在帮助年轻人建立交际网络和获得行业资讯。

CCFA接下来计划继续举办各类活动，并通过社交媒体平台扩大影响力，例如每周举办的咖啡交流会等。最后，Emily会长向与会者表示感谢，并欢迎大家继续参与CCFA组织的活动，同时鼓励年轻人分享职业发展的经验和见解。

接下来由Wendy Wang分享了她的经历和对CCFA及Raymond James的看法。Wendy是麦克马斯特大学的校友，拥有商业学士学位，后获得MBA学位。在银行业工作15年后，现在任职于Raymond James的合规部门。她强调了大多国际留学生面临的挑战，以及建立社交网络的重要性。她认为CCFA能够提供社区归属感和交流平台，不仅是找工作时的有效资源，也是与有相似背景和经历的人建立联系的途径。

在此之后，毕业于麦克马斯特大学的Sarah也分享了她与CCFA的故事。她拥有金融硕士学位，加入CCFA已有一年半的时间。目前在Scotiabank工作，同时也是CCFA的一名志愿者。加入期刊团队后，她与CCFA的董事会成员合作编辑专业的期刊，并推荐大家阅读以了解更多金融模型和市场动态。CCFA每年举办高质量的金融活动和社交活动，为金融专业人士和新毕业生提供了专业而轻松的交流平台。她强调了在金融行业中建立社交网络有助于获取最新的职业发展机会和与资深金融人士交流的机会。她感谢通过参与CCFA志愿者活动所获得的经验和成长，并期待未来的旅程。

同为麦克马斯特大学毕业的金融硕士Newton也慷慨分享了自己的经历。他在2020年来到加拿大，面对疫情封锁时经历了一段艰难的求职时期。在求职过程中，他采取了一些与同学不同的策略，包括与公司员工进行咖啡聊天、直接在LinkedIn上联系招聘人员，以及加入了CCFA和其他组织等。通过这些努力，他最终找到了心仪的工作。他分享了在求职过程中的心得体会，鼓励大家努力提升技能、参加社交活动、建立人脉，以应对当前竞争激烈的求职市场。最后，他鼓励大家在职业发展中积极探索，勇于尝试不同的方式，并在困难中保持乐观的态度。

IDC创始人Sherry分享了自己的职业经历和创业经历，并向与会者介绍了的背景和目标。Sherry强调了社区在职业发展中的重要性，并分享了自己通过社区活动获得工作机会的经历。她还简要介绍了金融行业的不同职业路径，包括前台、中台和后台职业路径。最后，她介绍了学生Kevin和Jackie，并为大家带来了一场激动人心的模拟面试。

通过本次活动，我们不仅深入地了解了CCFA的宗旨和活动，还听取了来自金融行业各领域的精彩分享。无论是对于年轻人还是已经在职场中的人来说，这些经验和见解都是宝贵的财富。我们看到了社交网络和志愿活动的力量，它们不仅可以为职业发展提供支持，还能促进行业内的交流与合作。通过持续的学习、努力提升自己的技能和参与各种社交活动，我们都可以在职业道路上更加自信和成功。让我们继续积极参与CCFA等组织的活动，共同创造更加充实而有意义的职业生涯。

上个月，我们CCFA与多伦多大学士嘉堡分校共同举行的讲座及实习机遇介绍会成功落下帷幕！

此次活动成功吸引了众多大学生、高中生及其家长的热情参与，现场座无虚席。我们非常荣幸地邀请到以下3位演讲嘉宾：

1. Dr. Bill Qiu - BMO企业财务部平衡表SMR分析经理

2. Ernest Lok – Scotiabank全球现金管理流动性风险报告经理

3. Yicent Chen - BMO资本市场交易分析主管、CCFA副会长

嘉宾们不仅向学生们介绍了金融行业内各个部门的职能，还分享了职业发展规划的建议。值得一提的是，临近活动尾声时，Yicent隆重介绍了BMO 2025年暑期实习生项目（Internship），并特别鼓励即将迈入大三的同学们抓住这个机会，积极申请参加。

活动中，与会嘉宾深刻的行业洞察和对实习机会的介绍引发了学生们的强烈共鸣，增强了他们对未来职业生涯的期待与憧憬。在活动最后，许多学生留下来与嘉宾们进行了更深入的交流。

我们CCFA对每位参与本次活动的学生和嘉宾表示诚挚的感谢，正是因为你们的热情参与，这次活动才变得如此有意义。我们希望在未来的日子里，与更多的小伙伴一同探索更多的精彩话题，敬请期待！

随着春意渐浓，CCFA的活动更是逐步升温

3月9日，我们特别为CCFA Pro+成员策划了一次别开生面的North Horizon探索之旅。这次难得的参访让我们有机会揭开family wealth management神秘的面纱，得以一窥family office的独特魅力。

二十位CCFA Pro+会员实地探访了行业前沿享有盛誉的华人家族办公室North Horizon，深入了解了他们的投资策略，并洞察到灵活的投资方式和较宽松的监管环境为其带来的日益增长的吸引力。

North Horizon在过去三年里有着极其显著的成长，规模扩大了三倍。他们对多元化投资的注重以及对不同领域顶尖人才的珍视。这样卓尔不凡的发展体现了North Horizon的雄心，同时也为CCFA开创了独一无二的机遇。如果想了解潜在的职业机会，可以移步 https://northhorizon.applytojobs.ca/ 获取更多信息～

在活动中，拥有着多元背景的CCFA Pro+成员们展开了热烈的讨论，他们来自IT、项目管理、金融和会计等等不同领域，进一步彰显了多元化的价值。这种多样性是增长与财富创造的强大助力。

CCFA会持续致力于丰富我们会员的职业生涯，通过提供高质量的知识资源、人脉和机遇，助力每一位通往未来职业道路的理想。敬请保持关注，将会有更多活动来协助大家在金融领域的成长和发展。

感谢本文内容提供者，Pro+会员Janet Zhang～

CCFA Pro+ first event in 2024! In December, we celebrated the grand launch of CCFA Pro+, our elite group of finance professionals on business excellence. This past January 28th we had our first major campaign, centered on the dynamic world of brand management.

Joined by nearly 20 dedicated professionals, we embarked on an enriching journey through detailed brand case studies, integrating both games and workout sessions for a truly interactive experience.

Diving into the realms of marketability, visibility, and credibility was a novel venture for our group of financial experts. The group used the metrics learned from the session to reflect on branding strategies and tactics for organizations and for each individual professional as well.

A special shoutout to our esteemed guest speaker, branding guru @Danielle Chen, for her enlightening perspectives. Additionally, our collaboration with @SHERO Club - a trailblazing female health management club and one of our key business cases - added a unique dimension to our discussions!

Stay tuned for more updates on CCFA Pro+ as we continue to explore and redefine the boundaries of professional excellence!

品牌铸就影响力：CCFA Pro+ 2024年度重磅开局！

各位伙伴们，新年好啊～在2023年CCFA年终盛典上，我们宣布了CCFA Pro+的诞生！这是一个专为泛金融职场打造的精英俱乐部，首批入驻的基石成员是通过严格挑选后邀请制加入的哦！

1月28日，我们迎来了CCFA Pro+的年度首秀。这不仅仅是一场讨论品牌影响力的深度对话，更是一次脑洞大开的商业案例挑战赛！

活动现场，动静结合，完美秉承了CCFA一向专业但不呆板的精神（小编的理解哦）。从SHERO CLUB创始人的精彩分享到激动人心的团队游戏，我们不仅结识了一众优秀华人品牌，还见证了品牌联动的无限可能。

大脑全速运转，讨论热烈！我们的外部导师、资深品牌战略专家Danielle Chen带我们深挖品牌理论，深入浅出剖析品牌力的几大矩阵。小组汇报环节精彩纷呈，大家为品牌优化开出了一剂剂实用良方。

最后，一场集体“躺平”的瑜伽练习让我们体验了什么是“松弛有度”，或许这就是在职场快节奏中寻找到可持续发展的真谛吧？

2024年是CCFA Pro+的元年。成立伊始我们就立过flag，希望年内举办8场不同主题的精彩活动。快来关注我们，一起看看我们能否完成这激动人心的8次打卡挑战呢？

Pro+ Initiative Launched to Pioneer a New Era of Financial Leadership and Collaboration

Dec 10, 2023, Toronto, ON, Canada] – The Canadian-Chinese Finance Association (CCFA) hosted its grand Christmas Gala on December 10, 2023, bringing together 260 distinguished guests from the finance sector. This annual event underscored CCFA's mission to “Engage, Empower, and Enrich” finance professionals with Chinese roots, Canadian connections, and global aspirations. The gala was a celebration of milestone launches, prestigious awards, and captivating performances, symbolizing the community's dynamic spirit and talent.

Visionary Leadership and Keynote Insights

Emily Gu, the newly-elected President of CCFA, shared her inspirational journey and vision for the association. Her commitment to elevating Canadian finance professionals through global market access and professional development opportunities is set to propel CCFA forward.

The gala also featured a keynote address by John Christofilos, a renowned finance expert with three decades of experience. His insights on navigating the evolving market landscape, with a focus on balancing "Recency bias vs. long-term fundamentals," resonated deeply with attendees.

Pro+: Elevating Financial Excellence

One highlight of the evening was the launch of the Pro+ consortium (金融加), an exclusive network for mid-level business leaders and seasoned professionals. As the latest embodiment of CCFA’s mission to “Engage, Empower and Enrich” the local finance community, Pro+ aims to foster high-quality networking, business investment, and cross-industry collaboration.

The gala witnessed some cornerstone members kick-start this initiative, a significant milestone in our journey towards global finance excellence. By invitation only, the program offers premium networking, professional development, real business case reviews, and on-site tours and learning. The pilot phase invited 20 professionals for a three-year engagement, including roundtables, virtual salons, and business excursions, strengthening connections with influential financial capitals worldwide.

Celebrating Achievements: CCFA Annual Awards

The CCFA Christmas Gala was also a moment to honor outstanding individuals in the finance community. The Mentor Award was bestowed upon Henry Tse, recognizing his exceptional guidance and support to emerging professionals. Jason Ruan received the Young Talent Award for his innovative contributions as an emerging leader. The Innovative Fintech Award was awarded to Spencer Xu, highlighting his groundbreaking work in financial technology. Hao Tian was honored with the Woman in Finance Award for her significant impact and leadership in the finance sector. Zibo Zhou received the Community Spotlight Award for his remarkable involvement and dedication to the volunteer works at the association. Last but not the least, the Partner Excellence Award was presented to the Deloitte FEM Team, led by Ivy Hou, for their outstanding collaboration and support to the CCFA.

The CCFA community's talents shone brightly, with memorable performances by Fei Ye and Cathy Xi Chen on the violin, Ariana Tianai Wang's Latin dance, and a band performance led by Alex. The event thrived on the support from the following sponsors: Surfin, TD, Equitable Bank, Enoch Wealth, TopCareer, North Horizon, iDC, Chinada, CCIA, ChinaTelecom, XINFLIX ENTREPRENEUR CLUB, Nature Financial, LE BLANC, flow alkaline spring water, VirgoCx, Spark Show Production. 

Looking ahead, CCFA continues to be committed to its mission, playing a pivotal role in the global financial landscape while enriching its members' professional and personal lives.

2023年12月10日，CCFA金融协会在万锦希尔顿酒店成功举办了“举贤 赋能 聚力”金融圣诞晚宴。超过200位企业代表、业内资深人士和商会领袖共聚盛会，共享了一场视觉和听觉的饕餮盛宴。

主席Emily Gu热情欢迎各位嘉宾，分享了自2017年以来的成长历程。她特别感谢了前辈们和志愿者们的辛勤付出，并充满信心地展望了CCFA的未来。此外，她宣布CCFA最新倡议“Alliance Pro+”的正式启动，该创新项目旨在通过与十年以上专业经验的金融专业人士的协同合作，实现更大的社会影响。

盛宴不仅邀请到AGF Investment Inc.公司资深副总裁John Christofilos详细阐述了交易员工作的演变历程，更有就读于多伦多大学Rotmam商学院的王天爱带来的拉丁舞表演、多伦多大学电气与计算机工程系光子学博士叶飞和数学家小提琴家陈曦的精彩小提琴演奏以及从事咨询顾问的主唱带领下的不存在主义Cafe乐队的助阵，将整场活动推向高潮。

各位在场宾客不仅欣赏到了精彩的表演，还有机会与新老朋友把酒言欢，共度美好时光。晚宴更设有六大奖项和令人激动的抽奖互动环节，为大家带来了一份份荣誉和惊喜。

CCFA以“举贤 赋能 聚力”为主题，致力于促进金融领域的合作与凝聚。在此特别感谢各位赞助商的大力支持，使本次活动得以圆满成功。期待未来CCFA将继续发扬光大，为金融行业的发展贡献更多力量！

官宣了！

加中金融协会翘首以盼的年底大戏如期而至 ！

大多地区职场商圈行业翘楚云集，

亚裔金融人最强社交晚宴，

没有之一

主旨演讲，年度榜单，表演抽奖，顶配社交…

更有CCFA - 2024年重磅发布，

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