Jocelyne Houle-LeSarge, FCPA, FCGA, IQPF Fellow

 

 

 

 

 

2019 Recipient of the FP Canada™ Fellow Distinction

Jocelyne Houle-LeSarge is President and CEO, as well as Secretary of the Institut québécois de planification financière (IQPF), which she joined in 2002.

Jocelyne served as chair of the Ordre des CGA du Québec in 1999-2000. She was awarded lifetime membership and made a Fellow in 1997 in recognition for her dynamism and commitment. For six years she also sat on the CGA-Canada Board of Directors, where she was active in several committees. In 2005, she was granted the Quebec Interprofessional Council’s Merit Award for her contribution to the advancement of her profession and Québec’s professional system. She became the first IQPF Fellow in 2019, a testimony to the quality of her leadership, her commitment and her exceptional contribution to financial planning.

Jocelyne has several years of experience in operational and financial management with financial institutions and within the service industry. In 2011, she completed the Governance Essentials Program For Directors of Not-For-Profit Organizations offered in partnership with the Institute of Corporate Governance, the McGill International Executive Institute and the Rotman School of Management, University of Toronto.

Jocelyne is often called upon to facilitate or speak at various industry events and conferences. She has served as a jury member for Finance et Investissement’s advisor awards, the Canadian Society of Association Executives’ Recognition Awards and FP Canada’s (formerly FPSC) DJJ Award.

Jocelyne is a member of various boards of directors, including the FP Canada Research Foundation. She was also a member of the Financial Planning Coalition. From 2013 to 2015, she was a member of the Canadian Society of Association Executives’ national Board of Directors. From 2004 to 2016, she chaired Question Retraite, a public-private group promoting financial security in retirement. She acted as Vice-Chair of the Caisse Desjardins de L'île-des-Sœurs–Verdun’s Board of Directors for 10 years.