Thank you to our volunteers

Our volunteers are key to helping CFP® certification and QAFP® certification students achieve their goal of becoming professional financial planners

Video Volunteer Video Watch Video

Board

FP Canada™ Board of Directors

Ronald P Harvey, CFP
Christopher Dewdney, CFP
Yves Giroux 
Teresa Hughes, CFP
Susan Howe, CFP
Moira Klein-Swormink
Winston Maharaj
Denise McEachern, QAFP
Julie Raîche
Nira Sivakumar
Susan Silma  
Pierre Piché (past Director) 
Martin Dupras (past Director) 

Recognition & Awards Committee

Dan Busi, CFP - External Member
Dawn Hawley, CFP - External Member

Fairness Commissioner

Pat Macdonald

Board Development Committee

Léa Saadé - External Member

 

 

FP Canada Standards Council™

Standards Panel

Julie Seberras, CFP
David Truong, CFP
Nathalie Bachand
Shannon Bernstein, CFP
Manmeet Bhatia, CFP
Aurele Courcelles, CFP, FP Canada™ Fellow
Benjamin Felix, CFP
Chris Guarino, CFP
Lisa Henriques, CFP
Ryan Laverty, CFP
Margie Parikh, CFP
Julie Seberras, CFP
Russ Siemens
Paul Thorne, CFP


Volunteer feedback

"This volunteer opportunity is an excellent way to continue to hone our skills as certified financial planners."

Projection Assumption Guidelines Committee

Nathalie Bachand
Jeff Cormier, CFP
Derek Dedman, CFP
Martin Dupras
Benjamin Felix, CFP
Nick Hearne, CFP
Tanya Staples, CFP


Conduct Review Panel

Jeff Cormier, CFP
Debbie Ammeter, CFP
Tami Dove, CFP
John Hope, CFP
Mark Leslie, CFP
Dino Scalzo, CFP
Geraldine Solodky, CFP
Christopher Wight

Hearing Panel Roster

Mark Bailey
Meagan Balaneski, CFP
Tim Bertrand, CFP
Janice Charko, CFP
Stuart L. Dollar, CFP
Claudia Duceac, CFP
Peter Jong, CFP
Adrienne Kirsh
Susan Kushneryk
Jeff Lightheart, CFP 
Clarence Lui
Karen Manarin
Joanne C.  Moser
Craig Noon-Ward, CFP
Albert Pelletier
Jonah Rabinovitch, CFP


CFP Exam Panel

Paul Thorne, CFP
Robert An, CFP
Shannon Bernstein, CFP
Gisele Gherasim, CFP
Farzad Khoshandmgoli, CFP
Tim Kileel, CFP
Jeff Lightheart, CFP
Dan Martonfi, CFP
Minoo Naderi, CFP
Jacqueline Soong, CFP
Shannon Tatlock, CFP
Michelle Tatham, CFP
John Vermeulen, CFP
Ian Wood, CFP

QAFP Exam Panel

Neal Kongkham, CFP
Lisa Beilman, CFP
Jenny Cho, CFP
MaryAnn Kokan-Nyhoff, CFP
Eddy Mejlholm, CFP
Brendyn Muise, CFP
Carla Norris, CFP
Darlene Robert, CFP

Volunteer feedback

"I love having the opportunity to promote financial literacy to Canadians who may not have access or know they have access to professional advice. I am extremely grateful for this volunteer opportunity and would love to continue if possible.
Thank you!"


Mock Exam

Troy Hale, CFP
Ying Zhang, CFP
Human Alghabi, CFP
David Edwards, CFP
Renee Guo, CFP
Mark O'Donnell, CFP
Vair Ellison, CFP
Mukesh Patel, CFP
Nishanthini Nadarajah, CFP
Kevin Zheng, CFP
Kimberly Carver, CFP
Trevor Ireland, CFP
Michar Hunter, CFP
Shobhit Shukla, CFP
Amber Lundin, CFP

Mock Exam

Kraig Klassen, CFP
Qun Zhang, CFP
Lynn Williams, CFP
Ebuni Okonkwo, CFP
Heather McKague, CFP
Andrew Scott, CFP
Ada Akpuh, CFP
Tanuja Mishra, CFP
Sheung Wai, CFP
Catharina Terry, CFP
Corey Honsberger, CFP
Parth Bhatt, CFP
Miguel Velazquez, CFP
Wayne Zhang, CFP

Mock Exam

Chao Liang, CFP
Daniel Pun, CFP
Neil Salsbury, CFP
Smith Demers, CFP
Krista Hynes, CFP
Mackenzie Stuart, CFP
Christopher D'Mello, CFP
Drew Craswell, CFP
Sreejith Sasikumar, CFP
Preete Sharma, CFP
Laura Whiteland, CFP
Frank Pagliocca, CFP
Robert Maheu, QAFP
Andrew Scott, CFP
Sheung Wai Ivan Mo, CFP

Mock Exam

Saad Asghar, QAFP
Eva Soares, QAFP
Dave Heidmiller, QAFP
Megha Murphy, QAFP
Michelle Tothill, QAFP
Sahej Karwar, QAFP
Jessica Cavezza, QAFP
Nabila Mirza, QAFP
Codie Russell, QAFP
Michael Carre CFP
Andrei Dias, QAFP
Francis Charette, QAFP
Brianne O'Kane, QAFP
Rajashri Tullu, QAFP
Sterling Piper, QAFP
Thomas Lee, QAFP


CFP Exam Scoring

Rohit Menezes, CFP
Ahmad Bakhshai, CFP
Syed Shamsi, CFP
Lisa Beilman, CFP
Shubha Sairam, CFP
Tao Liu, CFP
Kolby Tucci, CFP
Tre Bynoe, CFP
Giuseppe Spallino, CFP
Bowen Yan, CFP
Arthur Murphy, CFP
Jennifer Murphy, CFP
Louai Bibi, CFP
Ziad Azzi, CFP
Alan Tian, CFP
Robert Tufts, CFP

CFP Exam Scoring

Arlo Graham, CFP
Wasiq Saiyid, CFP
Lynn Wang, CFP
Catharina Terry, CFP
Lance Hiesinger, CFP
Roxanne Arnal, CFP
Brendyn Muise, CFP
Tanuja Mishra, CFP
Jenny Cho, CFP
Robin Marshall, CFP
Heather Jones, CFP
Brandon Bailey, CFP
Paul Sahota, CFP
Allan Barss, CFP
Faizan Fidai, CFP
Bingyi Hu, CFP
Aaron Sin, CFP

CFP Exam Scoring

Tracey Watkins, CFP
Serena Sopcic, CFP
Maria Matar, CFP
Angelique Pacheco, CFP
Mark Zhang, CFP
Shauna Wakeman, CFP
Michelle Ng, CFP
Renee Guo, CFP
Paul Nieuwland, CFP
Akladios Azab, CFP
Farzad Khoshandamgoli, CFP
Andrew Gibson, CFP
JoJo Mitchell, CFP
Vair Ellison, CFP
Will Brown, CFP
Jeff Lightheart, CFP
Miranda Busch, CFP

QAFP Certification Standard Setting Session

John Baynham, QAFP
Osiris El-Sayed, QAFP

Mock Exam Writer & QAFP Certification Standard Setting Session

Andrei Dias, QAFP
Megha Murphy, QAFP

 

 

Volunteer feedback

"I would say I had a great experience volunteering at FP Canada. I'm definitely seeking more volunteering opportunities within FP Canada. I have thoroughly enjoyed my time learning from Institute and the curriculum, and encouraging new planners."

Ambassadors

Media Ambassadors

Alim Dhanji, CFP
Brenda Hiscock, CFP
Caval Lepage, CFP
Cindy Marques, CFP
David Christianson, CFP
Iftikhar Mahmood, CFP
Jackie Porter, CFP
Johanne Plamondon, CFP
Kelly Ho, CFP
Kevin Cork, CFP
Laura Whiteland, CFP

Media Ambassadors

Meghan MacPherson, QAFP
Nabila Mirza, QAFP
Ravi Chhabra, CFP
Ryan Gubic, CFP
Sara McCullough, CFP
Scott Plaskett, CFP
Shannon Simmons, CFP
Stephanie Douglas, CFP
Tina Tehranchian, CFP
Wendy Brookhouse, CFP
Zena Amundsen, CFP

Career Ambassadors

Maureen Hua, CFP
Emerson Toledo, CFP
Olayinka Okunola, CFP
Rohan Sharma, CFP
Ashim Khanna, CFP
Mathew Trick, CFP
Harvey Agustin, CFP
Matt Balardo, CFP
Pauline Chiu, CFP
Leena Moulla, CFP
Lindsay Baker, CFP
Emily Peek, CFP
Scott Holden, CFP
Devon Lovegrove, CFP
Sandra Perez, CFP

FP Canada Institute™

Faculty

Aaron Theilade, CFP
Daniel Whalen, CFP
Gianni Maiorano, CFP
James Grant, CFP
Kenald Yu, CFP
Kenneth Pe, CFP
Raymond Padua, CFP
Shawn Roncin, CFP
Peter Bucsit, CFP
Ashwani Nandrajog, CFP
Bhavin Punjabi, CFP
Andy Wang, CFP
Lori Curtiss, CFP
Xin Yuan, CFP
Yusudan Ren, CFP
Jeannette McPherson, CFP

Faculty

Daryl Simms, CFP
Geoff Vieira, CFP
Taylor Davison, CFP
James Foran, CFP
Jason Traynor, CFP
Jayne Osborn, CFP
Lei Fang, CFP
Michelle Maier, CFP
Paul Beck, CFP
Piotr Kluz, CFP
Rebecca Parak, CFP
Scott Millard, CFP
Suzanne Niefer, CFP
Caleb Kaiser, CFP
Mary Daley, CFP
Maryuri Moreno, CFP
Yuan (Linda) Zhang, QAFP

Faculty

Russell Mitchell, QAFP
Larysa Troyanovska, CFP
Brad St Pierre, CFP
Olena Keshysheva, CFP
Jaco Badenhorst, CFP
Chao Liang, CFP
Parth Bhatt, CFP
Carina Kim, CFP
Parham Kia, CFP
Sarah Holland, CFP
Andrea Thompson, CFP
Yan Hu, CFP
Darko Naumovski, CFP
Yuchen Zhou, CFP
Cynthia Reichstein, CFP
Jeff Goldmintz, CFP
Wallace Schubert-Chow, CFP

Faculty

Jane Zhou, CFP
Jorn Lewis, CFP
Catharina Terry, CFP
Kristopher Nunn, CFP
Heather McKague, CFP
Deborah Traikos, CFP
Serena Sopcic, CFP
Shuangshuang Kong, CFP
Becky Wong, CFP
Shay Steacy, CFP
Stephanie Dean, CFP
Samantha LoCurto, CFP
Neda Jeddi, CFP
Andrea Diaz, CFP
Ann-Julie Simard, CFP
Alyx Valdal, CFP
Lynn Williams, CFP

 

Only those who have volunteered with FP Canada in the last 12 months have been included. We apologise if we have inadvertently missed anyone or misspelled their name(s).

 


Benefits of volunteering

There are many benefits to being an FP Canada volunteer, including:

  • help shape the evolution of the financial planning profession
  • give back to the profession
  • expand your knowledge and experience
  • network and collaborate with other professionals
  • earn continuing education (CE) credits

Volunteer contributions have a meaningful impact on helping FP Canada achieve its mandate to advance professional financial planning in the public interest.

Volunteers play many roles across the organization. To find out how to get involved, including start dates, eligibility requirements and time commitments, please contact volunteer@fpcanada.ca.