Margaret Franklin, CFA, Receives Distinguished Service Award for Outstanding Investment Professionals

TORONTO, June 26, 2014 /CNW/ - Margaret E. Franklin, CFA was celebrated at an intimate gala in Toronto last night where she received CFA Institute's Alfred C. "Pete" Morley Distinguished Service Award.  This award signifies her outstanding contribution to the financial industry, both locally in Toronto and globally.

"Very rarely does one have the opportunity to serve with incredible people under a truly meaningful mission.  When it happens, it doesn't feel like service or effort at all.  I had the extraordinary privilege, throughout all my CFA activities, for just that opportunity.  I am deeply appreciative and humbled by this award and to be in the company of previous Pete C. Morley award winners." said Margaret Franklin, CFA. 

The Alfred C. "Pete" Morley Distinguished Service Award was established to honour members who have made an extraordinarily significant contribution to CFA Institute through their leadership, exceptional stewardship, and outstanding service.

"Over her career in the industry, Franklin has been a champion of the financial industry exemplifying CFA Institute's mission to shape an investment industry that serves the greater good of society.  It has been an honour to work with her here in her role as a dedicated volunteer with CFA Society Toronto and see the profound impact she has had globally inspiring others to follow in her footsteps." Said Sue Lemon, CFA, CEO of CFA Society Toronto.

Margaret Franklin has over 20 years of institutional and private client investment management experience. She is the President of Marret Private Wealth, a division of Marret Asset Management. Marg has worked at Barclays Global Investors, State Street Global Advisors and Mercers in senior positions. In 2002, Marg moved from the institutional side of the business to work with private clients

She is the former Chairman of the board of governors of the global CFA Institute, is a past president of CFA Society Toronto and is a CFA charterholder. Marg was named one of Canada's Most Powerful Women Top 100 in 2010. She has a BA in Economics from McMaster University. Marg is a regular speaker to media and at conferences in the areas of investing, behavioural finance and private wealth.  Marg earned her CFA charter in 1997 and is Senior Advisor to CFA Society Toronto's Private Client Committee.

View past award recipients here.  

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,000 CFA charterholders in Toronto, making it the second largest member society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to

About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 122,000 members in 139 countries and territories, including 114,000 Chartered Financial Analyst charterholders and 143 member societies. For more information, visit

Image with caption: "Margaret E. Franklin, CFA (CNW Group/CFA Society Toronto)". Image available at:

SOURCE: CFA Society Toronto

For further information: Media contacts CFA Society Toronto: Sara Pacella, 416.366.5755 X235,; Media contacts CFA Institute: Sarah-Jane Purvis, 212.705.1738,



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