Event Profile

CAIA Montreal presents Confidence in Action: How Women Lead in Finance Today

Date(s):
October 22, 2026
Note:
All times listed are in local time
Venue:
Club Saint-James
1145 avenue Union
Montréal, QC H3B 3C2 
Fee(s):
Free Event
Description:


What does confidence look like in finance today?
Confidence is more than speaking up in a meeting.

It is knowing when to take a seat at the table, when to raise your hand, when to advocate for yourself — and when to create opportunities for others.

Join the CAIA Association – Montreal Chapter for an evening bringing together women finance professionals for an honest, practical, and inspiring conversation about confidence, leadership, visibility, and career growth.

The evening will feature a panel discussion with three women from different areas of the financial sector, who will share their experiences, perspectives, and lessons learned throughout their careers.

Agenda
5:00 – 5:30 PM — Networking & Happy Hour
5:30 – 5:45 PM — Welcome & Introduction
5:45 – 6:30 PM — Panel Discussion + Audience Q&A
6:30 – 7:00 PM — Networking & Happy Hour

Date & Time
Thursday, October 22 2026
5:00PM - 7:00PM

Location:
Club Saint-James
1145 Av. Union, 
Montréal, QC H3B 3C2, Canada
 

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Club Saint-James
Caroline Bergeron
Speaker Type: Panelist


As Head of Business Development - Canada at Innocap, I lead strategic growth initiatives and cultivate high‑value partnerships across the Canadian institutional and wealth‑management landscape.

My role focuses on expanding Innocap’s footprint by connecting institutional allocators with robust, transparent, and customizable Dedicated Managed Account (DMA) solutions.

With deep experience in sustainable solutions, relationship management, and business development, I’m committed to helping organizations structure their investment platforms with greater capital efficiency, oversight, and operational resilience.

I thrive at the intersection of strategic thinking and client collaboration—translating complex needs into tailored solutions that support long‑term success.


Ledeenne Chapleau
Speaker Type: Panelist


Lédéenne Chapleau is a Director in External Management, Public Markets at La Caisse, where she focuses on the selection, evaluation, and monitoring of external investment managers, with a particular emphasis on systematic global equity strategies. She previously held similar roles at Financière des Professionnels and Coriel Capital, a multi-family office now part of Corient, and began her career in derivatives trading at National Bank of Canada.

Lédéenne holds an M.Sc. in Finance from HEC Montréal. From 2019 to 2025, she volunteered with CFA Montréal's University Relations Committee, serving as Co-Chair and later Chair, where she led a team of volunteers promoting the CFA designation across Quebec universities and connecting students with finance professionals.


Suzy Knafo
Speaker Type: Panelist


With over 3 decades of experience in the finance industry, Suzy brings a rare combination of technical expertise, disciplined execution, and leadership to every role.

She is a CFA charter holder with an MBA and has taught Corporate Finance at the McGill School of Continuing Education. Translating complex concepts into clear, easy-to-understand language is a passion of hers.

Over the course of her career, Suzy has served as a Portfolio Risk Manager overseeing all of Quebec and as an Assistant Branch Director at RBC Dominion Securities, gaining deep insight into markets, operations, and the principle of sound management.

Currently enrolled in CSI Financial Planning Program, Suzy is committed to continuous growth and to explaining the breadth of information delivered to clients. An avid reader and movie aficionado, in her spare time, Suzy enjoys spending time with her family and 3 dogs.


Joseph Lutfi
Speaker Type: Moderator


Joseph Lutfi, CFA, CAIA, PRM, CIM is the Head of the Wealth Solutions Development Team at RBC Wealth Management, bringing over 15 years of leadership across investment counseling, wealth strategy, and digital innovation. A strong advocate for inclusion and professional growth, Joseph actively invests in developing future leaders across the financial community. Within RBC, he mentors through Beacon to accelerate the representation of Black professionals in leadership and executive positions, while also fostering talent mobility and continuing development through LEAP. Externally, he equips youth with financial literacy and entrepreneurial skills through JA Quebec, and draws on past contributions mentoring with CFA Montreal and teaching Level 1 CFA candidates at McGill University.