FP Canada Logo | Home

ANNUAL REPORT 2019-2020

012169bkgd_txtr2
Welcome to the first integrated Annual Report of FP Canada™, our new identity as of last April when we launched our new structure, with its two divisions, the FP Canada Institute™ and the FP Canada Standards Council™.

 

This Report is in the spirit of that renewal and reflects the reinvigoration of our organization during 2019-2020.

 

Explore this site to learn more about the past year.
bbbcbcbkgd_txtr3

 

A national professional body working in the public interest, FP Canada is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.

 

 

 

300x100CFP
16,948 CFP Professionals
949 New Certifications
QAFP Where Confidence Begins
3,985 QAFP Professionals
2,623 New Certifications

 

 

012169bkgd

A Joint Message From Our CEO & Chair

KEY ACHIEVEMENTS

  • Smooth transition to operating as FP Canada with its two new divisions, the successful result of extensive branding and modified governance and operating structures
  • Redesign of the Certified Financial Planner® certification program to meet the evolving needs and expectations of consumers
  • Launch of the Qualified Associate Financial Planner™ certification on January 1, 2020. There are already more than 4,300 QAFP™ professionals in Canada
  • First educational offerings from the new FP Canada Institute to help planners develop essential professional and human behavioural skills, part of the redesigned CFP® certification program
  • Record numbers of candidates challenged QAFP or CFP certification exams in 2019-20; a total of 3,181 candidates, up more than 50% from the previous year
  • Prompt response to the challenges of the global COVID-19 pandemic, with support for students, certificants and consumers, including new customized online resources
  • Official agreement with the Institut québécois de planification financière (IQPF) as a proud partner of FP Canada, laying the groundwork to establish a unified, Canada-wide financial planning profession with a strong coordinated voice, a national strategy and unified standards.
012169bkgd_txtr

POLICY LEADERSHIP

Advocating for stringent proficiency and ethics requirements for everyone who calls themselves financial planners is an FP Canada priority. In 2019-2020, there was significant success on the policy front, with new titling legislation for financial planners passed in two provinces and FP Canada is in active discussions with other provinces:

  • Ontario — Financial Professionals Title Protection Act
  • Saskatchewan — Financial Planners and Financial Advisors Act

This legislation increases consumer protection and provides clarity for consumers about who to approach for ethical, knowledgeable financial advice.

ADVANCING PROFESSIONAL FINANCIAL PLANNING FOR

25yearssymbol

 


EXECUTIVE LEADERSHIP

Cary List, FCPA, FCA, CFP®
President & CEO

 

 

Hillary Dawson, ICD.D.
Chief Brand Officer

 

 

Tom Hamza, MBA
Executive Director, Learning, Development & Innovation
Head of the FP Canada Institute

 

Damienne Lebrun-Reid, LL.B.
Executive Director, Standards & Certification
Head of the FP Canada Standards Council

 


Joanna Tukums, CPA, CA
Chief Operating Officer
Corporate Secretary

 

 

Joan Yudelson, MBA, CFP®, CTDP
Vice President, Professional Practice
Executive Director, FP Canada Research Foundation

 

 

 


 

BOARD OF DIRECTORS

Brett Millard, CFP®
Chair
Kelowna, BC
Martin Dupras, Pl. Fin.
Vice Chair
Montreal, QC

Dan Busi, CFP®
Calgary, AB

François Durocher, CFP®
Montreal, QC
Carolyn Fallis, CFP®
Toronto, ON
Yves L. Giroux, Pl. Fin.
Toronto, ON
Ronald P. Harvey, CFP®
Ottawa, ON
Pat Macdonald
Toronto, ON
Pierre Piché
Montreal, QC
Peter Shena
Toronto, ON
David Wild
Regina, SK