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.

 

Mark Leslie, B.A., CFP®

Sep 4, 2024, 14:36 PM
Name : Mark Leslie, B.A., CFP®
Company position : Executive Financial Consultant
Company : IG Wealth Management
Location : Victoria, BC
Committee position 2 :
Committee position 3 :
Committee position : Member, Conduct Review Panel
Order :

Mark has had a 29-year career in Financial Services, 28 of which have been with IG Wealth Management. Mark and his team focus on building comprehensive financial plans for individuals and small business owners. Financial education has always been a passion of his. For five years, he instructed CFP® certification curriculum courses at Camosun College and the University of Victoria.

Mark has had several volunteer roles with FP Canada™, including Regional Working Groups and as a member of the Exam Panel. Mark was recognized as an FP Canada™ Fellow in 2014.