The Standards Panel is responsible for, and has delegated responsibility from the Board over:

  • The Standards of Professional Responsibility, including associated guidance
  • The FP Canada Standards Council™ Competency Profiles
  • The FP Canada Standards Council Projection Assumption Guidelines Committee which is responsible for maintaining and updating the Projection Assumption Guidelines
 

David Truong, CFP®, F. Pl.

Committee/Panel Position(s)

Member, Standards Panel

Employer

National Bank Private Banking 1859
Montréal, QC

 

David Truong is President and the Senior Director at National Bank Planning and employee benefits, an expert service centre in life insurance brokerage and living benefits for National Bank Insurance firm (NBIF). His expertise is often sought by the media, and he is regularly called upon to comment on provincial and federal budgets. David is also a lecturer in financial planning at HEC Montréal and has written several articles for the Institut de planification financière, the Association de planification fiscale et financière (APFF), and conseiller.ca.

David obtained his Masters Degree, Tax Law/Taxation from Université de Sherbrooke. He is a Certified Financial Planner® professional through FP Canada™, obtained his Certified International Wealth Manager from the Canadian Securities Institute, and has both his CPA and TEP designations.

David has previously volunteered with Financial Open, Jeux du Commerce and was a Membre du bureau de direction with Chambre de la sécurité financière.

 

 

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