Message from Financial Planning Foundation Chair
As a CFP professional I have dedicated my career to providing advice and consultation to clients to inspire them to think in non-traditional ways about their finances when tackling their life objectives.
Throughout my career, I have noted that there is a scarcity of independent, unbiased research on many of the financial planning strategies that the industry needs to help their clients. The Financial Planning Foundation is dedicated to addressing this issue, while keeping our goal of advancing the financial betterment of Canadians at the forefront of our work.
The Foundation is committed to testing these financial planning strategies through empirical evidence and technical research to ensure Canadians are getting the best advice to suit their unique circumstances. It has become essential that financial planners have a reliable body of technical knowledge to draw upon, and the Foundation is dedicated to meeting that need.
I am proud to be part of such an important initiative for the Canadian financial services industry, and at such a pivotal moment. For practitioners, the Foundation will change the financial planning advice we give, and how we deliver it. For educational providers, the Foundation will be 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 will act as a repository of consumer research on financial planning and behavioral science.
The FP Foundation will provide relevant research that will support financial planning for the betterment of all Canadians. I encourage you to consider supporting this very worthy initiative by donating to the Foundation today.
Tina Di Vito, CPA, CA, TEP, CFP®
Chair, Financial Planning Foundation Board
Financial Planning Foundation Board of Directors
Chair: Tina Di Vito, CPA, CA, TEP, CFP®
Director, Business Succession
Vice Chair: JOCELYNE HOULE-LESARGE, FCPA, FCGA®
President & CEO, Secretary
Secretary & Treasurer: Cary List, CPA, CA, CFP®
Financial Planning Standards Council
President & CEO
FRANCOIS BEAUREGARD, F.PI.®®
Vice-President, Quebec - Estate Planning
Assante Wealth Management
Derek Dedman, M.Sc., CFA, CFP®
Watson Di Primio Steel (WDS) Investment Management Ltd.
Kent Elvidge, CLU, CFP, F.Pl.®
Investment Advisor HollisWealth Insurance Advisor, Services financiers
Dawn Hawley, CFP, R.F.P., TEP, CDFA®
Financial Planner at Angus Watt Advisory Group
National Bank Financial
Jim Kraft, CA, MTax, TEP, CFP®
VP, Head of Business Succession Planning
BMO Life Assurance Company
Joshua M. Lane, B.Comm., CFP®
Vice President, Wealth Strategies
Kaspardlov, Laverty & Associates
MICHEL LESSARD, M. FISC., CLU, F.PL.®, B. COM
Financial and Tax Advisor
Lessard & St-Hilaire, Société Professionnelle Inc.