Lesley Poole, CFP, CDFA, CPC
2021 Recipient of the FP Canada™ Fellow Distinction
Lesley Poole, CFP®, is President of Next Chapter. In a financial planning career that spans over four decades, Lesley managed national teams of financial planners for CIBC and HSBC. Lesley is also a Certified Divorce Financial Analyst
(CDFA) and a Certified Professional Coach (CPC).
Lesley has been a volunteer with FP Canada since 2014 with roles including support for exam development and administration; activities as a member and Chair of the Standards Panel; and support of the FP Canada Institute™. She currently is Chair of the FP Canada Standards Council™ Standards Panel.
Some of Lesley’s contributions include:
- Inputs to the development of Financial Planning Body of Knowledge in 2015, which describes the knowledge expected from CFP professionals and QAFP™ professionals.
- Supporting the publication of the second edition of the Canadian Financial Planning Definitions, Standards and Competencies, jointly with Institut québécois de planification financière (IQPF).
- Maintaining the FP Canada Standards Council Standards of Professional Responsibility.
- Oversight as the Chair of the Standards Panel of the annual publication of the Projection Assumption Guidelines, designed to help financial planners build and implement long-term financial plans on assumptions that are objective and unbiased.
On a community level, Lesley has developed and delivered financial planning presentations at high schools in Toronto, speaking to students and teachers on the importance of savings.