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
 

Manmeet Bhatia, CFP

Committee/Panel Position(s)

Member, Standards Panel

Employer

Fiduciary Trust Canada
Vancouver, BC

Manmeet is the President & CEO with Fiduciary Trust Canada where he is responsible for developing growth strategies and managing the high net-worth and mass market segments of Fiduciary Trust’s business through technology integration and partnerships. 

Previously, Manmeet held various executive and senior leadership positions including SVP Online Brokerage and Digital Wealth Product and Chief Wealth Correspondent for Aviso Wealth and Chief Investment Officer for Qtrade Financial Group and Director of Product Management at Assante Asset Management. In these roles Manmeet was responsible for the structuring, development and ongoing strategic management of various investment mandates and programs, along with selection and ongoing risk and performance monitoring of sub-advisors and asset allocation decisions. 

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