FPSC ELECTS 2003-2004 BOARD AT ANNUAL MEETING HELD IN ALBERTA
Toronto, June 26, 2003 — Financial Planners Standards Council (FPSC) held its eighth annual meeting of members in Calgary, Alberta, June 19, 2003. Garry Duncan, CFP, was appointed the new Chair of the FPSC Board, taking over from Michael Lem, CFP, who becomes Past-Chair.
"As Chairperson, I undertake to work with the Board and the FPSC staff to ensure the CFP will continue to be the designation of choice by those who wish to become financial planners and by those who wish to use financial planners," Duncan said in his first remarks to the FPSC Board as Chair. "The success of this undertaking is assured by the dedication of FPSC staff and the quality of the Board members."
John Carpenter, a board member since 1996, stepped down from the Past Chair position and completed his service on the FPSC Board. In January, Carpenter was appointed Chair of Financial Planning Standards Board (FPSB), the international entity overseeing the global expansion of the CFP® designation.
Cynthia Kett, CFP, was recognized for her service as the CAFP representative on the FPSC Board from 2001 to 2003. CAFP's merger with CAIFA in January resulted in one seat for the new organization, Advocis, thus eliminating the CAFP seat.
Ian Davidson, CFP, from Assante Capital Management Ltd. was elected as a new Director. All other existing Directors remain on the Board for 2003/2004.
FPSC also hosted a reception where more than 30 CFP professionals from Calgary who passed the CFP Examination in 2002 attended. This was the first time that the annual meeting was held outside of Toronto. The Board will hold its annual meeting in different regions across Canada to strengthen FPSC's national presence.
FPSC's 2003-2004 Board consists of the following individuals:
Garry Duncan, CFP, BDO Dunwoody LLP (Chair)
Michael Lem, CFP, BMO Nesbitt Burns (Past Chair)
Alastair Rickard, Clarica (Vice Chair)
Don Johnston, President, FPSC, representing FPSC
Keith Costello, representing Canadian Institute of Financial Planning (CIFP)
Ian Davidson, CFP, Assante Management Ltd., representing The Canadian Institute of Chartered Accountants (CICA)
Robert Fleischacker, CFP, Stonehaven Financial Group, representing Advocis
Nicole Gray, CFP, Credential Group, representing Credit Union Institute of Canada (CUIC)
Margaret Koniuck, CFP, 3rd Millenium Financial Inc., representing Certified General Accountants of Canada (CGA-Canada)
Don Nilson, CFP, Nilson & Co., representing Certified Management Accountants of Canada (CMA Canada)
Mark Thomas, CFP (Independent)
Dr. George Athanassakos, Wilfrid Laurier University (Independent)
Peter Volpé, CFP, Integra Capital (Independent)
Financial Planners Standards Council is a not-for-profit organization dedicated to benefiting Canadians and the financial planning profession by establishing and enforcing education, examination, experience and ethics requirements for individuals who choose to earn the CFP designation. There are currently more than 15,000 planners licensed to use the CFP marks in Canada, and approximately 74,000 CFP professionals in 17 countries around the world. See www.cfp-ca.org for further information.
For more information, contact:
Blake Glendenning, Communications Specialist 416.593.8587 x 229 or
bglendenning@cfp-ca.org
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks