FP Canada™ Committees and Panels
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:
Martin Dupras, Pl. Fin.
President
ConFor Financiers
Montreal, QC
Brett Millard, CFP
Regional Director
IG Wealth Management
Kelowna, BC
Teresa Black Hughes, CFP
Financial Advisor, Director
RGF Integrated Wealth Management
Vancouver, BC
François Durocher, CFP
Retired
Montreal, QC
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
The Compensation Committee is responsible for assisting the Board in fulfilling its oversight responsibilities to:
Brett Millard, CFP
Regional Director
IG Wealth Management
Kelowna, BC
Martin Dupras, Pl. Fin.
President
ConFor Financiers
Montreal, QC
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
David Wild
Associate Deputy Minister of Finance
Public Employees Benefits Agency (PEBA), Government of Saskatchewan
Regina, SK
The purpose of the Finance and Audit Committee is to assist the Board of Directors in its oversight responsibilities as it relates to:
Ronald P. Harvey, CFP
Senior Financial Advisor
Investment Planning Counsel
Ottawa, ON
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 & Power Financial Corporation
Montreal, QC
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
Carolyn Fallis, CFP
Professor - Financial Planning, School of Accounting and Finance
George Brown College
Toronto, ON
Yves L. Giroux, Pl. Fin.
Vice President of Multi-Network Business Development
Desjardins Financial Security
Toronto, ON
Pat Macdonald
CEO and Co-Founder
United Craft & Old Tomorrow Ltd.
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
Yves L. Giroux, Pl. Fin.
Vice President of Multi-Network Business Development
Desjardins Financial Security
Toronto, ON
Brett Millard, CFP
Regional Director
IG Wealth Management
Kelowna, BC
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
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
Allan Barss, CFP
Division Director
IG Wealth Management
Regina, SK
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
Tyler Fehr, CFP
Investment Advisor
Manulife Securities Incorporated
Winnipeg, MB
Gisele Gherasim, CFP
Partner
Brothers & Company
Regina, SK
Jason Hunt, CFP, CIM
Associate Investment Advisor
Alterna Wealth
Ottawa, ON
Margie Parikh, CFP
Financial Planner
Parikh Financial Planning
Victoria, BC
Wasiq Saiyid, CFP
Senior Financial Advisor, Business Banking
Canadian Imperial Bank of Commerce
Winnipeg, MB
Tanya Herman-Vanthuyne, CFP
Financial Planner & Founder
SunStone Retirement Specialists
Moose Jaw, SK
Robert An, CFP
Financial Planning Specialist
CIBC Wood Gundy
Vancouver, BC
Shannon Bernstein, CFP
Senior Financial Consultant
MD Management Ltd.
Kitchener, ON
Jean-Pierre Gallant, CFP
Financial Planner
UNI Coopération Financière
Shediac, NB
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
Tim McIntosh, CFP
Financial Planner
Hynek Financial Group
Burlington, ON
Carla Norris, CFP, FP Canada Fellow
Regional Financial Planner
National Bank Financial
Port Moody, BC
Michelle Tatham, CFP
Associate Portfolio Manager
Generation PMCA Corp.
Toronto, ON
Paul Thorne, CFP
Director, Estate and Financial Planning Services Atlantic Canada
Sun Life Financial
Dartmouth, NS
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
Sophie Brûlotte, Pl. Fin.
Institut québécois de planification financière
Saint-Laurent, QC
Aurèle Courcelles, CFP, FP Canada Fellow
Assistant Vice-President, Tax and Estate Planning
IG Wealth Management
Winnipeg, MB
Susan Howe, CFP
Regional Financial Planning Consultant
RBC Financial Planning
Arnprior, ON
David Johnson, CFP
Executive Director
Government Finance Officers Association of Alberta (GFOA)
Edmonton, AB
Ross McShane, CFP
VP, Financial Planning
Doherty & Associates
Ottawa, ON
Zeynep Onen
Vice-Chair
Workplace Safety and Insurance Appeals Tribunal
Toronto, ON
Julie Seberras, CFP
Senior Manager, Wealth Planning Support
TD
Toronto, ON
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
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
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
James Blackwell, CFP
Vice President, Wealth and Estate Planning
RDA Ltd
Woodbridge, ON
Janice Charko, CFP
Partner
ENT Vaughan LLP
Vaughan, ON
Stuart L. Dollar, CFP
Director, Tax and Insurance Planning
Sun Life Financial
Waterloo, ON
Peter Jong, CFP
Financial Planner
Desjardins Financial Security
Victoria, BC
Adrienne Kirsh, LL.B.
Investigation Counsel, Professional Regulation
Law Society of Ontario
Toronto, ON
Jeff Lightheart, CFP
President & Financial Planner
Lightheart Insurance and Financial Services
Regina, SK
Karen Manarin, LL.B.
Acting Officer in Charge and Special Advisor on Financial Crime
Royal Canadian Mounted Police
Toronto, ON
Dan Meilleur, CFP
Deputy Ombudsman
RBC
Montreal, QC
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
John Voorhorst, CFP
Financial Planner, Founder & Owner
C.V. Benefits Inc.
Coaldale, Alberta
Larry A. Wood, CFP
Senior Instructor
Haskayne School of Business, University of Calgary
Calgary, AB
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