Following referral of a complaint to a discipline hearing by the Conduct Review Panel, members of the Hearing Panel Roster serve as adjudicators on the FP Canada Standards Council™ Hearing and Appeal Panels in support of the Standards Council’s professional-oversight function.

 

Meagan Balaneski, CFP, R.F.P., CLU, CIM, TEP

Member, Hearing Panel

Financial Planner

Aligned Capital Partners

Vermilion, Alberta

Mark Bailey, LLB

Member, Hearing Panel

Senior Litigation Counsel, Enforcement Branch

Ontario Securities Commission

Toronto, ON

Tim Bertrand, CFP

Member, Hearing Panel

Portfolio Manager and Wealth Advisor

Bertrand Wealth Management Group, licensed with RBC Dominion Securities Inc.

Cornwall, ON

Janice Charko, CFP

Member, Hearing Panel

Partner

ENT Vaughan LLP

Vaughan, ON

Stuart L. Dollar, CFP

Member, Hearing Panel

Director, Tax and Insurance Planning

Sun Life Financial

Waterloo, ON

Claudia Duceac, CFP

Member, Disciplinary Hearing Panel Roster

Senior Advisor, Financial Planning

National Bank Financial

Repentigny, Quebec

Peter Jong, CFP

Member, Hearing Panel

Financial Planner

Desjardins Financial Security

Victoria, BC

Adrienne Kirsh, LLB

Member, Hearing Panel

Investigation Counsel, Professional Regulation

Law Society of Ontario

Toronto, ON

Susan Kushneryk, LLB

Member, Disciplinary Hearing Panel Roster

Lawyer

Kushneryk Morgan LLP

Toronto, ON

Jeff Lightheart, CFP

Member, Disciplinary Hearing Panel Roster

President & Financial Planner

Lightheart Insurance and Financial Services

Regina, SK

Clarence Lui, LLB

Member, Disciplinary Hearing Panel Roster

Lawyer

Reain Lui Stock LLP

Toronto, Ontario

Karen Manarin, LLB

Member, Hearing Panel

Special Advisor, RCMP Toronto Integrated Market Enforcement Team

Royal Canadian Mounted Police

Toronto, ON

Joanne C. Moser, LLB

Member, Disciplinary Hearing Panel Roster

Lawyer

Nychuk & Company, Barristers & Solicitors

Regina, Saskatchewan

Brendyn Muise, CFP

Member, Disciplinary Hearing Panel Roster

Certified Financial Planner

HUB International

Winnipeg, Manitoba

Craig Noon-Ward, CFP

Member, Hearing Panel

Senior Financial Planner

TD Wealth

Greater Vancouver, BC

Albert Pelletier, LLB

Member, Hearing Panel

Principal

Morganti & Co.

Toronto, ON

Jonah Rabinovitch, CFP

Member, Hearing Panel

Financial Planning Specialist

RBC Wealth Management Services

Ottawa, ON