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.

 

Jeff Cormier, CFP®, CFA

Committee/Panel Position(s)

Member, Board Development Committee

Employer

Cormier Wealth Management
Moncton, NB

Jeff is a principal at Cormier Wealth Management, a boutique financial planning firm. With over 18 years of experience, he specializes in advanced financial planning for business owners and professionals.

Jeff holds the Chartered Financial Analyst (CFA) designation and a BBA in Finance from Université de Moncton. He has been actively involved with FP Canada™ since 2012, serving as Chair of the Exam Panel, Conduct Review Panel, and Projection Assumption Guidelines Committee.

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