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.

 

Geraldine Solodky, CFP, B.A, RRC, FCSI

Committee/Panel Position(s)

Member, Conduct Review Panel

Employer

CIBC Private Wealth
Kootenay region, BC

Geraldine is the Learning Strategy Manager for CIBC Private Wealth. In this role Geraldine participates on strategic initiatives as well as supporting the talent and development of CIBC Private Wealth and Wood Gundy Advisors.  Geraldine is passionate about financial planning and has over 14 years of industry experience. Having served on numerous community and regional boards, Geraldine believes in life-long learning and giving back. She enjoys an active lifestyle with her family in the Kootenay region of the interior of British Columbia. Geraldine earned her CFP certification in February 2015.

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