The Conduct Review Panel’s purpose is to support the fulfilment of the professional-oversight mandate of the FP Canada Standards Council™ by reviewing staff reports and determining the appropriate disposition of complaints, in the public interest. The Conduct Review Panel issues Guidance to the Profession as required.

These notices to the profession are opportunities for the Conduct Review Panel to inform financial planners certified by FP Canada about types of conduct that are of concern, and give them direction with the goal of informing and guiding future conduct.

 

Geraldine Solodky, CFP®, B.A, RRC, FCSI

Sep 4, 2024, 14:36 PM
Name : Geraldine Solodky, CFP®, B.A, RRC, FCSI
Company position : Learning Strategy Manager
Company : CIBC Private Wealth
Location : Kootenay region, BC
Committee position 2 :
Committee position 3 :
Committee position : Member, Conduct Review Panel
Order :

Geraldine is the Learning Strategy Manager for CIBC Private Wealth. In this role, Geraldine participates on strategic initiatives as well as supports the talent and development of CIBC Private Wealth and Wood Gundy Advisors.

Geraldine is passionate about financial planning and has over 17 years of industry experience. Having served on numerous community and regional boards, Geraldine believes in life-long learning and giving back. Geraldine earned her CFP® certification in February 2015, and is a Fellow of the Canadian Securities Institute. Her formal education includes a BA, Photographic Arts/Commercial Photography from the Alberta University of the Arts, and a Business/Commerce General, from the University of Calgary.