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.

 

Tamsyn Hartlen, CFP®

Jun 18, 2025, 13:06 PM
Name : Tamsyn Hartlen, CFP®
Company position :
Company : Royal Bank of Canada
Location : Edmonton, AB
Committee position 2 :
Committee position 3 :
Committee position : Member, Conduct Review Panel
Order :

Tamsyn has been working in the financial services industry since 2012, earning her Certified Financial Planner® designation in 2015. She is a relationship-focused financial planner, offering personalized financial planning services that address each client’s unique needs and goals.

Dedicated to financial literacy, Tamsyn believes that education is the key to financial empowerment. Tamsyn actively volunteers with various organizations focused on promoting financial literacy, helping individuals and communities make informed decisions for their financial well-being.