The purpose of the Finance and Audit Committee is to assist the Board of Directors in its oversight responsibilities as they relate to:

  • financial reporting and related compliance
  • external auditor selection, independence performance
  • financial risk management
  • monitoring and reviewing investment policies, performance and management
 

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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