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
 

Shannon Bernstein, CFP®

Committee/Panel Position(s)

Member, Standards Panel

Employer

MD Management Ltd.
Kitchener, ON

Shannon is a Senior Financial Planner with the MD Signature Private Wealth business at MD Management. He works with high net-worth physicians and their families, providing holistic, actionable financial planning solutions and helping simplify their highly complex lives. In his previous roles, Shannon has led teams of financial advisors and portfolio managers, and advised clients directly. Having the expertise and opportunity to reduce stress and provide peace of mind through financial planning for physicians, so they can focus more of their time and energy on their patients, is one of the most rewarding aspects of his role.

A past Chair of the CFP® Exam Panel, Shannon has participated in numerous volunteer activities with FP Canada™ since 2016, and has been actively involved in the development of the CFP exam. He also volunteers as a member of the Board of Directors of Reep Green Solutions, an environmental charity in the Region of Waterloo, with a mission to make sustainable living the norm in our community.

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