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.

 

Jeff Cormier, CFP, CFA

Commitee/Panel Position(s)

Chair , Conduct Review Panel

Employer

Cormier Wealth Management
Moncton, NB

Jeff is the principal and senior wealth management advisor of Cormier Wealth Management, a boutique financial planning firm. Jeff brings more than 14 years of experience in integrated wealth management and financial planning to his clients. Jeff focuses his practice on helping business owners and professionals with comprehensive financial planning, estate planning, wealth management and advanced financial strategies for their family and their closely held corporations. Aside from being a CFP professional, Jeff is also a Chartered Financial Analyst (CFA) charterholder and is a graduate of the Université de Moncton Bachelor of Business (Finance) program. Jeff was named in Wealth Professional Magazine’s 2015 list of the Top 25 Wealth Professionals under the age of 35.

 

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