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Welcome to the 2021-2022 Annual Report of FP Canada™. It was a year of progress, growth and laying the groundwork to achieve our vision of financial wellness for all Canadians.



Explore this site to learn more about the many achievements of this past year.
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A national professional body working in the public interest, FP Canada is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.




Messages from our President and Chair


Tashia Batstone, President and CEO
I am glad to report a successful year for FP Canada, with significant progress in several key areas, including proclamation of title protection legislation in Ontario and strong growth in certifications.



Martin Dupras, Chair FP Canada
The Board has focused on positioning FP Canada for future growth and success. Our priority this year was to support the development of FP Canada’s new three-year Strategic Plan.






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





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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.


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.




Tashia Batstone, MBA, FCPA, FCA, ICD.D.
President & CEO

Hillary Dawson, ICD.D.
Chief Brand Officer

Damienne Lebrun-Reid, LL.B.
Executive Director, Standards & Certification
Head, FP Canada Standards Council

Janet Treasure, FCPA, FCMA
Executive Director, Business Development
Interim Executive Director, FP Canada Institute

Joanna Tukums, CPA, CA
Chief Operating Officer
Corporate Secretary

Joan Yudelson, MBA, CFP®, CTDP
Executive Director, FP Canada Research Foundation


Martin Dupras, Pl. Fin.
Montreal, QC
Ronald Harvey, CFP®
Vice Chair
Ottawa, ON

Teresa Black Hughes
Certified Financial Planner®
Vancouver, BC

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
Toronto, ON
Winston Maharaj
Public Director
Winnipeg, MB
Pierre Piché
Montreal, QC
David Wild
Public Director
Regina, SK