The Standards Panel is responsible for, and has delegated responsibility from the Board over:

  • The Standards of Professional Responsibility, including associated guidance
  • The FP Canada Standards Council™ Competency Profiles
  • The FP Canada Standards Council Projection Assumption Guidelines Committee which is responsible for maintaining and updating the Projection Assumption Guidelines
 

Manmeet Bhatia, CFP®

Committee/Panel Position(s)

Member, Standards Panel

Employer

Wellington-Altus Financial
Vancouver, BC

Manmeet currently serves as Senior Vice President and Head of Private Counsel at Wellington-Altus Financial, where he leads the firm’s strategy and growth initiatives.

Previously, Manmeet held various executive and senior leadership positions, including President and CEO with Fiduciary Trust Canada, Vice President Online Brokerage and Digital Wealth Product, Chief Wealth Correspondent for Aviso Wealth, Chief Investment Officer for Qtrade Financial Group, and Director of Product Management at Assante Asset Management. In these roles, Manmeet was responsible for the structuring, development, and ongoing strategic management of various investment mandates and programs, along with selection and ongoing risk and performance monitoring of sub-advisors and asset allocation decisions. 

Manmeet serves on various boards, including the Canadian Museum of History and Canadian War Museum, Decoda Literacy Solutions, Fiduciary Trust Company of Canada, and FTC Investor Services Inc. 

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