Message from Financial Planning Foundation Chair

Francois Beauregard photo

As a financial planner, I have dedicated the last 13 years of my career to coaching financial planners and advisors, as well as providing advice and guidance to clients to support their financial planning objectives.

The financial planning industry is at a crossroads due to changing demographics, increased global access to information and the advancement of artificial intelligence and data analytics. Canadians are better informed and have access to a vast amount of information at their fingertips. However, not all of that information is reliable. As a result, it is critical that both financial planners and consumers have access to independent, unbiased research to help Canadians make the right decisions regarding their finances.

The Financial Planning Foundation is committed to funding, promoting and disseminating this type of groundbreaking research. This includes technical research that tests financial planning strategies and challenges existing models to ensure Canadians are getting the best advice to suit their unique circumstances, as well as research into behavioural considerations and the impact of financial planning on society.

I am proud to be part of such an important initiative for Canadians and the financial planning profession, and at such a pivotal moment. For practitioners, the Foundation is changing the financial planning advice we give, and how we deliver it. For educational providers, the Foundation is a funding source for financial planning research and a "brain trust" that collects the latest and most innovative ideas in financial planning. For consumers, the Foundation ensures they're getting the most effective evidence-based advice.

The FP Foundation provides relevant research that supports financial planning for the betterment of all Canadians. I encourage you to consider supporting this very worthy initiative by donating to the Foundation today.

François Beauregard, BA, F.PL.®, CFP®
Chair, Financial Planning Foundation Board

Financial Planning Foundation Board of Directors

Chair: Francois Beauregard, BA, PL.Fin, CFP®

Vice-President, Quebec - Estate Planning
Assante Wealth Management

Vice Chair: John J. De Goey, CIM, CFP®, Fellow of FPSC

Portfolio Manager
Industrial Alliance Securities Inc.

Secretary & Treasurer: Cary List, CPA, CA, CFP®

President & CEO
Financial Planning Standards Council

Jocelyne Houle-Lesarge, FCPA, FCGA.

President & CEO

Caroline Dabu

Vice-President & Head of Enterprise Wealth Planning
BMO Wealth Management

Daniel Collison, BA, CFP®, TEP.®

Managing Partner