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Members of the Fintellect Task Force are working together to explore the impact of technology and digitization on professional financial planning.

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Christopher Dewdney, CFP®

Chair, Fintellect Task Force

Principal, Dewdney & Co.


Tashia Batstone

President & CEO

FP Canada


Chantal Lamoreux

Chantal Lamoureux, LL.B., CPHR

President & CEO, Secretary

IQPF


Alexandre Beaulieu, Pl. Fin.

DMA

Gestion de patrimoine


Manmeet Bhatia

Manmeet Bhatia

Head of Private Wealth (Canada)

Franklin Templeton


Teresa Black Hughes

Teresa Black Hughes, CFP®

Financial Advisor, Associate Portfolio Manager, Director

RGF Wealth Management


Oumar Diallo

Oumar Diallo

Director of Fintech Innovation

Autorité des marchés financiers


Mark Evans

Mark Evans

President and CEO

Conquest Planning


Neil Gross

Chair, Investor Advisory Panel

Ontario Securities Commission


Jill Huls, CFP®

CEO

Thrive Wealth Management


Michel Magnan

Michel Magnan

Research Professor

Concordia University


Denise McEachern

Denise McEachern

AVP, Estate Financial Planning Services

Sun Life Financial


Pierre Piche

Pierre Piché

Retired Executive


Carl Thibeault

Senior Vice President

IG Wealth Management


Michael Walker

Michael Walker

VP and Head, Mutual Funds Distribution

RBC Financial Planning