






EXECUTIVE LEADERSHIP
Cary List, FCPA, FCA, CFP®
| Hillary Dawson, ICD.D.
| Tom Hamza, MBA
|
Damienne Lebrun-Reid, LL.B.
| Joanna Tukums, CPA, CA
| Joan Yudelson, MBA, CFP®, CTDP
|
BOARD OF DIRECTORS
Brett Millard, CFP® Chair Kelowna, BC | Martin Dupras, Pl. Fin. Vice Chair Montreal, QC | Dan Busi, CFP® |
François Durocher, CFP® Montreal, QC | Carolyn Fallis, CFP® Toronto, ON | Yves L. Giroux, Pl. Fin. Toronto, ON |
Ronald P. Harvey, CFP® Ottawa, ON | Pat Macdonald Toronto, ON | Pierre Piché Montreal, QC |
Peter Shena Toronto, ON | David Wild Regina, SK |