The FP Canada Board of Directors appoints members to five standing board committees and five independent panels to help carry out its responsibilities.
The purpose of the Board Development Committee is to foster Board effectiveness by:
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
Martin Dupras, Pl. Fin.
President
ConFor Financiers
Montreal, QC
Carolyn Fallis, CFP
Professor - Financial Planning, School of Accounting and Finance
George Brown College
Toronto, ON
Winston Maharaj
Retired Executive
Winnipeg, MB
Julie Raîche, Pl. Fin.
Vice-présidente régionale
Banque Nationale du Canada
Boucherville, QC
David Wild
Retired Executive
Government of Saskatchewan
Regina, SK
The Compensation Committee is responsible for assisting the Board in fulfilling its oversight responsibilities to:
Martin Dupras, Pl. Fin.
President
ConFor Financiers
Montreal, QC
David Wild
Retired Executive
Government of Saskatchewan
Regina, SK
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
Teresa Black Hughes, CFP
Financial Advisor, Director
RGF Integrated Wealth Management
Vancouver, BC
The purpose of the Finance and Audit Committee is to assist the Board of Directors in its oversight responsibilities as it relates to:
Carolyn Fallis, CFP
Professor - Financial Planning, School of Accounting and Finance
George Brown College
Toronto, ON
Diana Iannetta
Vice President, Canadian Litigation
TD Bank Group
Toronto, ON
Pierre Piché
Vice-President
Power Corporation of Canada
Montreal, QC
Susan Howe, CFP
Regional Financial Planning Consultant
RBC Financial Planning
Arnprior, ON
The purpose of the Recognition and Awards Committee is to oversee the recognition of individuals through the following programs:
Dan Busi, CFP
Vice President & Investment Counsellor
RBC PH&N Investment Counsel
Calgary, AB
Teresa Black Hughes, CFP
Financial Advisor, Director
RGF Integrated Wealth Management
Vancouver, BC
Christopher Dewdney, CFP
Principal
Dewdney & Co.
Toronto, ON
Yves L. Giroux, Pl. Fin.
Vice President of Multi-Network Business Development
Desjardins Financial Security
Toronto, ON
Kelly Maidens, CFP
Financial Planner
Desjardins
Welland, ON
Tina Tehranchian, CFP
Senior Wealth Advisor and Branch Manager
Assante Capital Management Ltd.
Richmond Hill, ON
The Joint Strategy Committee is comprised of members from the FP Canada Board of Directors and the Institut québécois de planification financière (IQPF) Board of Directors.
The purpose of the Joint Strategy Committee is to:
Tashia Batstone, MBA, FCPA, FCA, ICD.D
President and CEO
FP Canada
Toronto, ON
Martin Dupras, Pl. Fin.
President
ConFor Financiers
Montreal, QC
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
Yves L. Giroux, Pl. Fin.
Vice President of Multi-Network Business Development
Desjardins Financial Security
Toronto, ON
Chantal Lamoureux
President and CEO
L’Institut québécois de planification financière (IQPF)
Verdun, QC
Aurèle Courcelles, CFP, FP Canada Fellow
Assistant Vice-President, Tax and Estate Planning
IG Wealth Management
Winnipeg, MB
Daniel Lanteigne, Pl. Fin.
Founder
REVERBER Integrated Financial Strategies
Quebec City, Quebec
Bernard Fortin Pl. Fin.
Vice-President, Marketing and Wealth Management
FDP
There are two independent Exam Panels of the FP Canada Standards Council: one for each of the QAFP™ examination and the CFP® examination. The Exam Panels are comprised of experts in all areas of financial planning, such as retirement planning, risk management and taxation.
The Exam Panels’ purpose is to ensure:
Veronique Shanks, CFP
Financial Planner
Panagapka Wealth Management Inc.
Cochrane, ON
Lisa Beilman, CFP
Senior Financial Consultant
MD Management
Winnipeg, MB
Tyler Brack, CFP
Wealth Planner
Avail CPA
Lethbridge, AB
Joshua Brown, CFP
Financial Planner
Worldsource Financial Management
Blind River, ON
Jason Hunt, CFP, CIM
Associate, Family Office Practice
First Avenue Investment Counsel Inc.
Ottawa, ON
Margie Parikh, CFP
Board Director, & Financial Planner
Principal, On Governance Consulting
Victoria, BC
Jenny Cho, CFP
Senior Financial Planner
TD Wealth Financial Planning
Toronto, ON
MaryAnn Kokan-Nyhof, CFP
Certified Financial Planner®, Life and Health Insurance Advisor
Desjardins Financial Security Investments Inc.
Winnipeg, MB
Neal Kongkham, CFP
President and Financial Planner
Sunningdale Insurance and Financial Solutions
London, ON
F. Darlene Robert CFP, CHS
Shannon Bernstein, CFP
Senior Financial Consultant
MD Management Ltd.
Kitchener, ON
Robert An, CFP
Financial Planning Specialist
CIBC Wood Gundy
Vancouver, BC
Tyler Fehr, CFP
Investment Advisor
Manulife Securities Incorporated
Winnipeg, MB
Jean-Pierre Gallant, CFP
Financial Planner
UNI Coopération Financière
Shediac, NB
Gisele Gherasim, CFP
Partner
Brothers & Company
Regina, SK
Jeff Lightheart, CFP
President & Financial Planner
Lightheart Insurance and Financial Services
Regina, SK
Dan Martonfi, CFP
Regional Assistant Vice-President
Educators Financial Group
Toronto, ON
Carla Norris, CFP, FP Canada Fellow
Regional Financial Planner
National Bank Financial
Port Moody, BC
Michelle Tatham, CFP
Portfolio Manager – Client Relationship Manager
Generation PMCA Corp.
Toronto, ON
Paul Thorne, CFP
Director of Advanced Planning, Estate & Financial Planning Services, Central/Atlantic Region
Sun Life Financial
Dartmouth, NS
Timothy Kileel, CFP
Portfolio Manager
MD Private Investment Counsel
Moncton, NB
Minoo Naderi, CFP
VP, Family Office Services
Forthlane Partners
Toronto, ON
Jacqueline Soong, CFP
Certified Financial Planner
Desjardins Financial Security Independent Network
Toronto, ON
Shannon Tatlock, CFP
Financial Advisor
Kevin R Williams Financial Services Inc.
Moncton, NB
Ian Wood, CFP
Vice-President, Associate Portfolio Manager
Cardinal Capital Management Inc.
Winnipeg, MB
The Standards Panel is composed of CFP professionals, licensed financial planners from the province of Québec and at least one public member.
The Standards Panel is responsible for and has delegated responsibility from the Board over:
The Standards Panel has issued Guidance to the Profession on a number of occasions. These notices to the profession have served as opportunities to FP Canada certificants and members of the public regarding the practice of financial planning, and the process FP Canada certificants should follow in providing financial planning services to Canadians.
Lesley Poole, CFP
President
Next Chapter
Gananoque, ON
Nathalie Bachand, Pl. Fin.
Founding President
Bachand Lafleur, groupe conseil inc.
Montreal, QC
Manmeet Bhatia, CFP
Head of Private Wealth
Franklin Templeton Investments Canada
Vancouver, BC
Aurèle Courcelles, CFP, FP Canada Fellow
Assistant Vice-President, Tax and Estate Planning
IG Wealth Management
Winnipeg, MB
David Johnson, CFP
Executive Director
Government Finance Officers Association of Alberta (GFOA)
Edmonton, AB
Julie Seberras, CFP
Senior Manager, Wealth Planning Support
TD
Toronto, ON
Johnathan Graves, CFP
Investment Advisor
CIBC Private Wealth Management
Halifax, NS
Russ Siemens
President and Board Chair
Innovation Credit Union
Swift Current, Saskatchewan
Lisa Henriques, CFP
Royal Bank of Canada
David Truong, CFP, Pl. Fin.
Chief Advisor, Expertise Centre
National Bank Private Banking 1859
Ryan Laverty, CFP
Professor
Seneca College
The Conduct Review Panel is composed of CFP professionals, at least one licensed financial planner from the province of Québec and at least one public member.
The Conduct Review Panel’s purpose is to support the fulfilment of FP Canada Standards Council’s professional-oversight mandate by reviewing staff reports and determining the appropriate disposition of complaints, in the public interest.
The Conduct Review Panel has issued Guidance to the Profession on a number of occasions. These notices to the profession have served as opportunities for the Conduct Review Panel to provide Certificants with notice to the type of conduct that is of concern, and provide direction to Certificants with the goal of informing and guiding future conduct.
Debbie Ammeter, CFP
Retired
Winnipeg, MB
Marc André Castonguay, CFP
Manager, Financial Planning
Louisbourg Investments
Moncton, NB
Joel Chapman, CFP
Mississauga, ON
Jeff Cormier, CFP
Principal and Senior Wealth Advisor
Cormier Wealth Management
Moncton, NB
John Hope, CFP
Financial Planner, Branch Manager
Selectpath Benefits & Financial Inc., licensed with Manulife Securities Investment Services Inc.
London, ON
Linda McIntyre, CFP
Wealth Planner
Thrive Wealth Management
Moose Jaw, SK
Ian Rea
Retired
Regina, SK
Geraldine Solodky, CFP
Financial Planning & Advice Coach
CIBC Advice & Practice Excellence
Kootenay region, BC
Felice Torre, Pl. Fin.
Instructor
Institut québécois de planification financière
Montreal, QC
The Hearing Panel Roster for FP Canada is composed of CFP professionals and lawyer members. Following referral of a complaint to a discipline hearing, by the Conduct Review Panel, members of the Hearing Panel Roster serve as adjudicators on FP Canada Standards Council Hearing and Appeal Panels in support of the FP Canada Standards Council’s professional-oversight function.
Meagan Balaneski, CFP
Investment Advisor
Manulife Securities Inc.
Vermilion, Alberta
Mark Bailey, LL.B.
Senior Litigation Counsel, Enforcement Branch
Ontario Securities Commission
Toronto, ON
Tim Bertrand, CFP
Portfolio Manager and Investment Advisor
Bertrand Wealth Management Group, licensed with RBC Dominion Securities Inc.
Cornwall, ON
Janice Charko, CFP
Partner
ENT Vaughan LLP
Vaughan, ON
Stuart L. Dollar, CFP
Director, Tax and Insurance Planning
Sun Life Financial
Waterloo, ON
Claudia Duceac, CFP
Training Coach for Financial Planners, Advisors and Managers
National Bank of Canada
Montreal, Quebec
Peter Jong, CFP
Financial Planner
Desjardins Financial Security
Victoria, BC
Adrienne Kirsh, LL.B.
Investigation Counsel, Professional Regulation
Law Society of Ontario
Toronto, ON
Susan Kushneryk, LL.B.
Lawyer
Kushneryk Morgan LLP
Toronto, ON
Jeff Lightheart, CFP
President & Financial Planner
Lightheart Insurance and Financial Services
Regina, SK
Clarence Lui, LL.B.
Lawyer
Reain Lui Stock LLP
Toronto, Ontario
Karen Manarin, LL.B.
Acting Officer in Charge and Special Advisor on Financial Crime
Royal Canadian Mounted Police
Toronto, ON
Joanne C. Moser, LL.B.
Lawyer
Nychuk & Company, Barristers & Solicitors
Regina, Saskatchewan
Brendyn Muise, CFP
Financial Planner
BMO Investments Inc
Winnipeg, Manitoba
Craig Noon-Ward, CFP
Senior Financial Planner
TD Wealth
Greater Vancouver, BC
Albert Pelletier, LL.B.
Principal
Morganti & Co.
Toronto, ON
Jonah Rabinovitch, CFP
Financial Planning Specialist
RBC Wealth Management Services
Ottawa, ON
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