Contributors

FPSC sincerely thanks the many pioneers who contributed to the initial publication of the Financial Planning Body of Knowledge (FP-BoK).



Government Benefit Plans

Suzanne Alton, CFP, FMA, PFP
Jennifer Davies, CFP, CPA, CMA, CLU
Andrew Gordon, CFP
Brenda Hiscock, CFP, RHU
Catherine Laird, CFP, CHRP
Chuck Shields, CFP
Tuesday Skaine, CFP, MBA, CIM, PFP
Jill Taylor Kim, CFP, CPA, CMA1


Debt

Ahmad Bakhshai CFP, CFIC, LLQP, CFA
Tyler Brack, CFP, CA
Michel Callahan, CFP, CSC, CPH, PFPC
Micheal Majeed, CFP, MBA, CMA, CMC
Stephen Marando, CFP
Sonya Mount, CFP, CPA, CGA, CIRP
Larry Wood, CFP, MBA
Helen Zou, CFP, MA


Financial Analysis / Economic and Regulatory Environment

Stephen Campanelli, CFP
Nick Cassis, CFP
Bryan Doull, CFP, CIWM, TEP
Lyn Greer, CFP, CPA, CA
Susan Howe, CFP, EPC, MBA, CPA, CMA
Jules Lalonde, CFP, MBA, CLU
Tanya Staples, CFP, MA
Lindsey Whitehead, CFP


Investments

Edmond Chiu, CFP, CIM
Chris Criswick, CFP, FMA, FCSI
Dana Fleming, CFP, CIM, FCSI
Chris Horan, CFP, RFP
Ralph Jaglal, CFP, MBA, CFA
Richard Johnson, CFP, RRC
Wayne Wang, CFP, CFA, CIM, FCSI, FMA, MBA
Larry Wood, CFP, MBA


Retirement, Savings and Income Program

Kristen Bellissimo, CFP, CSC, IFIC
Sharon Bourassa, CFP, CPA, CGA
Lesley-Ann Cahill, CFP, CIM, FMA, FCSI, CIWM
Sheila Carey, CFP, RRC
Stefanie Keller, CFP
Linda Levesque, CFP, FMA, FCSI
Tanya Staples, CFP, MA, LLQP, IFC, LSIF
Shane Verity, CFP, FMA


Taxation

Don Irwin, CFP, CPA, CGA
Cynthia Kett, CFP, CPA, CA, CGA, RFP, TEP
Kenneth Keung, CFP, CA, CPA, TEP, LLB, M.Tax
Mark Leslie, CFP
Paul McVean, CFP, CPA, CGA, CFP, TEP
Yvonne Renema, CFP, CPA, CGA
Larry Wood, CFP, MBA


Law

Suzanne Alton, CFP, FMA, PFP
Dana Fleming, CFP, CIM, FCSI
Debbie Hartzman, CFP, CLU, CDFA, TEP
Art , CFP, MA, JD
Stephen Knox, CFP, TEP
Philip Lawrence, CFP, LLB
Mary Mason, CFP, TEP, MTI, FSCI
Jonah Rabinovitch, CFP, LLB


Insurance

Chris Anderson, CFP, CHS
Joel David, CFP, CIM, CIWM, CLU, CHS, TEP, FCSI
Cynthia Duncan, CFP, MBA, CLU, FCSI, CIWM, TEP
Dana Fleming, CFP, CIM, FCSI
Mike Thorne, CFP, CLU, CHFC, EPC
Paul Van Galder , CFP, CLU, TEP


Behavioural Finance / Ethics and Standards

Derek Dedman, CFP, MSc, CFA
Jules Lalonde, CFP, MBA, CLU
Dr. Jodi Letkiewicz, MS, PhD
Christian , CFP, CFA
Dr. Moira Somers, PhD, C.Psych
Christophe Voegeli, CFP, CFA


Professional Practice Working Group

Steve Bang, CFP
Carolyn Fallis, CFP, M.Tax, CA
Dawn Hawley, CFP, RFP, TEP, CDFA
Craig Lilley, CFP, CLU
Kelly Maidens, CFP, AICB
Ray Padua, CFP, CLU, RRC
Lesley Poole, CFP, MBA
Adam Reeder, CFP, PFP
Kate Thompson, CFP, CPCA


Small Business Subgroup

Mark Baker, CFP
Jeff Brown, CFP, CFA, CPA, CMA, MBA
Stefanie Keller, CFP
Cynthia Kett, CFP, CPA, CA, CGA, RFP, TEP
Kathy Kushner, CFP, PFP
Jules Lalonde, CFP, MBA, CLU
Jason Pereira, CFP, MBA, CFA, FCSI, CIWM, PFP, FMA
Ben Sharma, CFP, CIWM, FCSI
Paul Shelestowsky, CFP
Shane Verity, CFP, FMA


Educators

Kathleen Begin, Sheridan College
Coleen Clark, Ryerson University
Mary Iannazzo, Mohawk College
Pierre Simard, Moody's Analytics / CSI
Chris Watson, George Brown College, MBA


Facilitator

Ryan Laverty, CFP, FCSI, CIWM, CIM, PFP