FP Canada Board of Directors

FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose — to foster better financial health for Canadians by advancing professional financial planning–is realized.

The Board is composed of at least 10 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:

  • Five Certified Financial Planner® professionals;
  • Three public directors;
  • One director at large; and
  • One licensed financial planner from the province of Quebec.

Candidates for the Board are recommended by the Board Development Committee. Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.

danbusi

Dan Busi, CFP

Chair, Board of Directors

Vice President & Investment Counsellor

RBC PH&N Investment Counsel

Calgary, AB

brettmillardMain

Brett Millard, CFP

Vice Chair, Board of Directors

Owner

SPEIR Wealth Management Inc.

Kelowna, BC

francoisMain

François Durocher, CFP, ICD.D

Director, Board of Directors

Retired

Montreal, QC

genekatzMain

Gena Katz, CFP

Director, Board of Directors

Retired

Toronto, ON

martin-duprasMain

Martin Dupras, Pl. Fin.

Director, Board of Directors

President

ConFor financiers

Montreal, QC

RonMain

Ronald P. Harvey, CFP, CGA, CPA, C.Dir

Director, Board of Directors

Senior Financial Advisor

Investment Planning Counsel

Ottawa, ON

carolinedabuMain

Caroline Dabu

Director, Board of Directors

Vice-President & Head of BMO Wealth Planning & Advisory Services

BMO Financial Group

Toronto, ON

daveMain

David Wild

Director, Board of Directors

Associate Deputy Minister of Finance

Public Employees Benefits Agency (PEBA)

Regina, SK

PatMain

Pat Macdonald, ICD.D

Director, Board of Directors

CEO and Co-Founder

United Craft & Old Tomorrow Ltd.

Toronto, ON

petershenaMain

Peter Shena

Director, Board of Directors

Executive Vice President and Chief Pension Officer

Ontario Pension Board

Toronto, ON

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