The Conduct Review Panel’s purpose is to support the fulfilment of the professional-oversight mandate of the FP Canada Standards Council™ by reviewing staff reports and determining the appropriate disposition of complaints, in the public interest. The Conduct Review Panel issues Guidance to the Profession as required.

These notices to the profession are opportunities for the Conduct Review Panel to inform financial planners certified by FP Canada about types of conduct that are of concern, and give them direction with the goal of informing and guiding future conduct.

 

Dino Scalzo, CFP, CLU, CHS, EPC

Committee/Panel Position(s)

Member, Conduct Review Panel

Employer


London, ON

Dino was the Director, Financial Planning & Advice at Canada Life and has worked in the financial services industry for close to 20 years. He has held several field facing and head office positions within the organization and firmly believes in the benefits of financial planning for all clients. In his current role, he is focused on developing and embedding a client-centric approach to planning and advice for Canada Life advisors. This includes equipping advisors with leading edge financial planning and advice content, tools, and processes. He also, leads and manages a national team of Financial Planning Consultants. Dino has held several volunteer roles with FP Canada, most recently as a member of the Competency Profile Review Taskforce.  

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