Members of the Fintellect Task Force are working together to explore the impact of technology and digitization on professional financial planning.


Christopher Dewdney, CFP®

Chair, Fintellect Task Force

Principal, Dewdney & Co.

Tashia Batstone

President & CEO

FP Canada

Chantal Lamoreux

Chantal Lamoureux, LL.B., CPHR

President & CEO, Secretary


Alexandre Beaulieu, Pl. Fin.


Gestion de patrimoine

Manmeet Bhatia

Manmeet Bhatia

Head of Private Wealth (Canada)

Franklin Templeton

Teresa Black Hughes

Teresa Black Hughes, CFP®

Financial Advisor, Associate Portfolio Manager, Director

RGF Wealth Management

Oumar Diallo

Oumar Diallo

Director of Fintech Innovation

Autorité des marchés financiers

Mark Evans

Mark Evans

President and CEO

Conquest Planning

Neil Gross

Chair, Investor Advisory Panel

Ontario Securities Commission

Jill Huls, CFP®


Thrive Wealth Management

Michel Magnan

Michel Magnan

Research Professor

Concordia University

Denise McEachern

Denise McEachern

AVP, Estate Financial Planning Services

Sun Life Financial

Pierre Piche

Pierre Piché

Retired Executive

Carl Thibeault

Senior Vice President

IG Wealth Management

Michael Walker

Michael Walker

VP and Head, Mutual Funds Distribution

RBC Financial Planning