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. 

 

Jeff Lightheart, CFP

Committee/Panel Position(s)

Member, Disciplinary Hearing Panel Roster
Member, CFP Examination Panel

Employer

Lightheart Insurance and Financial Services
Regina, SK

Jeff entered the financial services industry with Sun Life Financial in 2007, after a career in disability/vocational rehabilitation. His practice, Lightheart Insurance, and Financial Services specialize in retirement planning. Jeff values personal independence and through his firm, he aims to deliver high quality and appropriate financial planning that provides clients with greater knowledge and resources, so they can feel comfortable in making important financial decisions. Jeff strives to help clients achieve that independence and engage them in the learning process.

Jeff achieved the Certified Financial Planner® designation in 2014 and received the CLU designation in 2017. He has been a member of the Saskatchewan Provincial Social Services Appeal Board for nine years and served on the FPSC Disciplinary Hearing Panel Roster for the last two years. Jeff believes that FP Canada is a critically important organization and is to be involved in a role that helps to promote high-quality planning and the CFP designation.

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