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.

 

Jason Hunt, CFP®, CFA

Sep 4, 2024, 14:36 PM
Name : Jason Hunt, CFP®, CFA
Company position : Associate, Family Office Practice
Company : First Avenue Investment Counsel Inc.
Location : Ottawa, ON
Committee position 2 :
Committee position 3 :
Committee position : Member, Conduct Review Panel
Order : 1

Jason is a portfolio manager with First Avenue Investment Counsel, a multi-family office and investment management firm with offices in Toronto and Ottawa. 

He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner® professional. He is a graduate of the University of Ottawa (2012, Summa Cum Laude – Silver Medalist).

Jason has previously volunteered with the FP Canada Standards Council™ and is the past chair of the QAFP® Exam Panel. He has also volunteered with the exam team as a QAFP exam item writer, CFP® certification mock exam writer and exam scorer. Holding community as a core value, Jason also serves the Development Cabinet of the Pediatric Oncology Group of Ontario (POGO) and serves on the board of a homelessness focused charity in his hometown of Ottawa.