Messages from our President and Chair


KEY ACHIEVEMENTS
FP Canada achievements this year include:
- Proclamation of title protection legislation in Ontario, increasing much-needed consumer protection, which FP Canada has advocated for consistently over many years
- Development of a new Strategic Plan, driven by IMAGINE 2030, FP Canada’s vision of financial wellness for all Canadians—a pivotal step in positioning FP Canada to lead the financial planning profession into the future
- Expanded support for professional financial planners through greater collaboration with industry and other partners, and new resources that include CFP® Professional and QAFP™ Professional Toolkits
- Increased focus on diversity, equity and inclusion across the organization, to ensure all Canadians have access to professional financial planning that supports their diverse needs
- Launch of the QAFP Certification to CFP Certification Bridge Program, a new certification pathway
- Record attendance at the 2021 FP Canada Financial Planning Conference, during Financial Planning Week, with almost 2,000 participants from across Canada
POLICY LEADERSHIP
TITLE PROTECTION
FP Canada works with provincial governments to strengthen consumer protection with title protection legislation that spells out who can call themselves a financial planner. This legislation creates clarity for consumers so they can have confidence that any financial planner they entrust is ethical, knowledgeable and competent.
Ontario’s Financial Professionals Title Protection Act, 2019 was proclaimed in 2022. Saskatchewan has passed similar legislation and is making progress to implement it. New Brunswick has also engaged in a consultation on title protection legislation. FP Canada continues to hold discussions with other provinces about the importance and consumer benefits of title protection for all Canadians.
CHARTING THE WAY AHEAD
IMAGINE 2030 is FP Canada’s bold vision of realizing financial wellness for all Canadians. This powerful vision is the driver of FP Canada’s new Strategic Plan, which outlines the work FP Canada will do over the next three years
toward achieving that vision.
The 2022-2025 Strategic Plan reflects a core commitment to consumers and the belief that the financial planning profession directly contributes to the well-being of society. Grounded in research, it provides
a clear direction forward for FP Canada and sets an ambitious course for the future.
EXECUTIVE LEADERSHIP TEAM
Tashia Batstone, MBA, FCPA, FCA, ICD.D. | Hillary Dawson, ICD.D. | Damienne Lebrun-Reid, LL.B. |
Janet Treasure, FCPA, FCMA | Joanna Tukums, CPA, CA | Joan Yudelson, MBA, CFP®, CTDP |
BOARD OF DIRECTORS
Martin Dupras, Pl. Fin. Chair Montreal, QC | Ronald Harvey, CFP® Vice Chair Ottawa, ON | Teresa Black Hughes |
Christopher Dewdney Certified Financial Planner® Toronto, ON | Carolyn Fallis Certified Financial Planner® Toronto, ON | Yves L. Giroux Pl. Fin. Toronto, ON |
Susan Howe Certified Financial Planner® Calabogie, ON | Diana Iannetta Director-at-Large Toronto, ON | Winston Maharaj Public Director Winnipeg, MB |
Pierre Piché Director-at-Large Montreal, QC | David Wild Public Director Regina, SK |