Thank you to our volunteers

Our volunteers are key to helping FP Canada achieve our purpose of championing better financial wellness for all Canadians.

Video Volunteer Week Video Watch Video

 

 

FP Canada Standards Council™

Standards Panel

Benjamin Felix, CFP
Julie Seberras, CFP
Chris Guarino, CFP
Shannon Bernstein, CFP
Russ Siemens
Ryan Laverty, CFP
David Truong, CFP
Manmeet Bhatia, CFP
Margie (Madhuri) Parikh, CFP
R. Paul Thorne, CFP


Volunteer feedback

“Seeing the students’ input and hard work reminds me of my own early days, and it feels meaningful to give back to the financial planning community.”

Projection Assumption Guidelines Committee

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


Conduct Review Panel

Dino Scalzo, CFP
Geraldine Solodky, CFP
Mark Leslie, CFP
Christopher Wight
Tami Dove, CFP
Simon Couvrette, CFP
Tamsyn Hartlen, CFP
Michael Denyszyn
Debbie Rioux, CFP

Hearing Panel Roster

Craig Noon-Ward, CFP
Meagan Balaneski, CFP
Peter Jong, CFP
Jonah Rabinovitch, CFP
Mark Bailey
Susan Kushneryk
Joanne Moser
Clarence Lui
Claudia Duceac, CFP
Sonia Shantikumar
Tyler Brack, CFP
Ronni Nordal
Shelly Feld
Kate Li, CFP
Tre Bynoe, CFP
David Corrado


CFP Exam Panel

Robert An, CFP
Jenny Cho, CFP
Farzad Khoshandmgoli, CFP
Timothy Kileel, CFP
Jeff Lightheart, CFP
Dan Martonfi, CFP
Minoo Naderi, CFP
John Vermeulen, CFP
Jacqueline Soong, CFP
Shannon Tatlock, CFP
JoJo Mitchell, CFP
Gisele Gherasim, CFP
Ian Wood, CFP
R. Paul Thorne, CFP

QAFP Exam Panel

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

Volunteer feedback

“Applying my knowledge to provide feedback for students to refine their skills brings a great sense of accomplishment. I’m grateful to FP Canada for providing me opportunities to use my expertise to help students succeed and shape the future of financial planners.”


CFP Exam Mock Writers

Yunhan Hu, CFP
Ada Akpuh, CFP
Anh Tran, CFP
Artem Kalimullin, CFP
Bailey Wakeford, CFP
Crystal Jolicoeur, CFP
Dillon Campbell, CFP
Faizan Fidai, CFP
Human Alghabi, CFP
Leonardo Ramos, CFP
Miguel Velazquez, CFP
Christopher D'Mello, CFP
Sheung Wai Ivan Mo, CFP

CFP Exam Mock Writers

Yinghui Meng, CFP
Amrita Paul, CFP
Carl Amos, CFP
Drew Craswell, CFP
Kolby Tucci, CFP
Laura Stewart, CFP
Man Fung Randa To, CFP
Nan Xu, CFP
Tanner Hassell, CFP
Toby Yuan, CFP
Xiao Chen, CFP
Yuri Sato, CFP
Peter Lu, CFP
Sreejith Sasikumar, CFP

QAFP Exam Mock Writers

Osiris El-Sayed, QAFP
Ajith Chackuvayil James, QAFP
Aaron Cramer, QAFP
Brianne O'Kane, QAFP
Colleen Lister, QAFP
Nabila Mirza, QAFP
Saad Asghar, QAFP
Sahej Karwar, QAFP
Soobong Song, QAFP
Tracey West, QAFP
Eva Soares, QAFP


CFP Exam Scoring

Abhishek Aggarwal, CFP
Darlene Robert, CFP
Yunhan Hu, CFP
Fraser McKeown, CFP
Crystal Millar, CFP
Preete Sharma, CFP
Trang Hawthorne, CFP
Brian So, CFP
H M Jahid Hassan, CFP
Shubha Sairam, CFP
Syed Shamsi, CFP
Arlo Graham, CFP
Arthur Murphy, CFP
Kendra Moss Kondra, CFP

CFP Exam Scoring

Jeff Nason, CFP
Rachel Luo, CFP
Aparna Gill, CFP
Greg Boles, CFP
Justin Yam, CFP
Kaitlyn Douglas, CFP
Ishaan Ahuja, CFP
Laura Hargrave, CFP
Shauna Wakeman, CFP
Tanuja Mishra, CFP
Gordon Manzer, CFP
Kimberly Van Egmond, CFP
Mark Zhang, CFP
Adeeba Shaikh, CFP

CFP Exam Scoring

Michelle Ng, CFP
Andrew Gibson, CFP
Karen Burns, CFP
Robert Tufts, CFP
Sandra Koller, CFP
Allan Barss, CFP
Lisa Beilman, CFP
Xiaoyi Li, CFP
Chris Santos, CFP
Desmond Nwaerondu, CFP
Roxanne Arnal, CFP
Peter Lu, CFP
Robin Marshall, CFP
Sreejith Sasikumar, CFP

 

 

Item Writing

Abhishek Aggarwal, CFP
H M Jahid Hassan, CFP
Kimberly Van Egmond, CFP
Maria Paula Diaz, CFP
Krista Hynes, CFP
Renee Guo, CFP
Jennifer Murphy, CFP
Tim Butler, CFP
Stacy Whytewood, CFP
Anmy Au, CFP
Ashkon Pour-Heidary, CFP
Carol Tang, CFP
Jennifer Hughes, CFP
Justin David, CFP
Muna Salahuddin, CFP
Rebecca Clark, CFP
Yao Wang, CFP
Robin Marshall, CFP
Sreejith Sasikumar, CFP

QAFP Certification Strategic Review

Lisa Beilman, CFP
Neal Kongkham, CFP
Osiris El-Sayed, QAFP
Syed Ali Zaheer, QAFP
Charlene Sutherland, QAFP
Francis Charette, QAFP
Rob Elder, QAFP
Eva Soares, QAFP

QAFP Competency Profile Development Task Force

Osiris El-Sayed, QAFP
Marilyn Baah, QAFP
Laura Bishop, QAFP
Ryan McFarlane, QAFP
Megha Murphy, QAFP
Calen Outhouse, QAFP
Bryan Pucknall
Yashmeen Saroye, QAFP
Aaron Wybrow, QAFP

Volunteer feedback

“The trainers, the team, the atmosphere. All are conducive to doing great with this volunteer opportunity. Also, providing support to future CFP [professionals] and QAFP professionals is quite humbling and rewarding.”

FP Canada Institute™

Faculty

Daniel Whalen, CFP
Gianni Maiorano, CFP
James Grant, CFP
Kenald Yu, CFP
Shawn Roncin, CFP
Peter Bucsit, CFP
Ashwani Nandrajog, CFP
Bhavin Punjabi, CFP
Andy Wang, CFP
Lori Curtiss, CFP
Xin Yuan, CFP
Jeannette McPherson, CFP
Wallace Schubert-Chow, CFP
Daryl Simms, CFP
Taylor Davison, CFP
James Foran, CFP
Jason Traynor, CFP
Jayne Osborn, CFP
Lei Fang, CFP
Michelle Maier, CFP
Jennifer Ruff, CFP
Shuangshuan Kong, CFP
Ann-Julie Simard, CFP

 

 

Faculty

Paul Beck, CFP
Rebecca Parak, CFP
Suzanne Niefer, CFP
Mary Daley, CFP
Maryuri Moreno, CFP
Linda Zhang, QAFP
Bryan Doull, CFP
Larysa Troyanovska, CFP
Brad St Pierre, CFP
Jaco Badenhorst, CFP
Chao liang, CFP
Parth Bhatt, CFP
Carina Kim, CFP
Sarah Holland, CFP
Andrea Thompson, CFP
Yan Hu, CFP
Yuchen Zhou, CFP
Cynthia Reichstein, CFP
Jan Zhou, CFP
Heather McKague, CFP
Deborah Traikos, CFP
Serena Sopcic, CFP
Amy Chan, CFP
Heather McLeod, CFP

Faculty

Jennifer Curpen, CFP
Emily Lin, CFP
Christopher Rovert, CFP
Brenda Clark, CFP
Ashwini Ragobeer, CFP
Kathryn Teichroew, CFP
Sherry Covert, CFP
Tyler Latour, CFP
Brent Weaver, CFP
Alexandra Firsov, CFP
Tiara Klein, CFP
Ashlee Babiy, CFP
James Dempsey , CFP
Richard So, CFP
Scott Hildebrand, CFP
Grace Lee, CFP
Angela So, CFP
Bonny Stedman, CFP
Nicola Klaver, CFP
Elaine Han, CFP
Tair Mamedov, CFP
Laura Petrunick, CFP
Alyx Valdal, CFP
Lynn Williams, CFP

Faculty

Marianne Bailey, CFP
Henry R Fajardo, CFP
Fiona Fung, CFP
Jobie Wong, CFP
Suresh Tajpal, CFP
Geoff Vieira, CFP
Scott Millard, CFP
Caleb Kaiser, CFP
Parham Kia, CFP
Darko Naumovski, CFP
Jeff Goldmintz, CFP
Catharina Terry, CFP
Kristopher Nunn, CFP
James Clark, CFP
Vichai Mann, CFP
Millicent Hicks, CFP
Jean-Marie Chan Kin, CFP
Russell Mitchell, QAFP
Olena Keshysheva, CFP
Jorn Lewis, CFP
Sandi Martin, CFP
Becky Wong, CFP
Shay Steacy, CFP
Samantha LoCurto, CFP

Post-Secondary Advisory Committee

Luis Faustino, CFP
Angela So, CFP
Andrea Thompson, CFP
Louai Bibi, CFP
Herman Chan, CFP

Volunteer feedback

“I enjoy getting to see where each student is at in terms of the application of their knowledge, and then being able to help coach them towards success.”


Media Ambassadors

Alim Dhanji, CFP
Brenda Hiscock, CFP
Caval Olson-Lepage, CFP
Cindy Marques, CFP
Jackie Porter, CFP
Johanne Plamondon, CFP
Kelly Ho, CFP
Kevin Cork, CFP
Laura Bishop, QAFP
Laura Whiteland, CFP
Meghan Wassink, CFP
Nick Hearne, CFP
Ravi Chhabra, CFP
Ryan Gubic, CFP
Ryan Lee, CFP
Sara McCullough, CFP
Scott Plaskett, CFP
Stephanie Douglas, CFP
Tina Tehranchian, CFP
Wendy Brookhouse, CFP
Zena Amundsen, CFP


FP Canada Board of Directors

Teresa Black Hughes, CFP
Christopher Dewdney, CFP
Susan Howe, CFP
Winston Maharaj
Paul Lalonde, Pl. Fin.
Denise McEachern, QAFP
Julie Raîche, Pl. Fin.
Jeff Cormier, CFP
Susan Silma
Moira Klein-Swormink
Nira Sivakumar
Ron Harvey, CFP
Yves Giroux, Pl. Fin.

Board Development

Léa Saadé (external member)

Fairness Commissioner

Dave Wild
Pat Macdonald

Recognition & Awards Committee

Dan Busi, CFP
Dawn Hawley, CFP

 

Only those who have volunteered with FP Canada in the last 12 months have been included. We apologize 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, please see the volunteer opportunities page.