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.

 

Simon Couvrette, CPA, CA, CFP®, CIM

Jun 18, 2025, 13:11 PM
Name : Simon Couvrette, CPA, CA, CFP®, CIM
Company position : Senior Investment Associate and Financial Planner
Company : BMO Nesbitt Burns
Location : Ottawa, ON
Committee position 2 :
Committee position 3 :
Committee position : Member, Conduct Review Panel
Order :

Simon is a Senior Investment Associate and Financial Planner at BMO Nesbitt Burns. He has over 10 years of experience providing holistic financial planning and investment advice to clients. He previously worked for a national accounting firm and has held various teaching roles. Simon obtained his CPA designation in 2013 and CFP® certification in 2016. He was awarded first place on the June 2016 President’s List for outstanding performance on the CFP exam.

Simon obtained his Bcom, Accounting from the University of Ottawa. He recently became a Chartered Investment Manager through the Canadian Securities Institute and volunteered as the Secretary/Treasurer for the Causeway Foundation.