Speakers

Mike Dover

Mike Dover

Mike Dover is a leading authority on social media, popular culture, and the economic and social impact of technology. Dover is the co-author of Wikibrands: Reinventing Your Company in a Customer-Drive Marketplace, and lead the research that formed the basis for Wikinomics: How Mass Collaboration Changes Everything and Grown Up Digital: How the Net Generation is Changing Your World. Wikibrands won the Silver Medal for Marketing Book of the Year for 2011 by Expert Marketeer and was named one of the top ten Business Books by Booklist Magazine. He is a professor at Humber College in Toronto and a Managing Partner of Socialstruct Advisory Group, a boutique research firm.

 

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Roxanne Eszes, CFP®, P.Eng.
Technical Content Expert, FPSC®
President – Learning Partner

Roxanne has been creating learning materials for the financial planning sector for 20 years. She has developed content for courses on retirement planning, wealth accumulation, risk management, estate planning, and income tax planning. She is currently working with FPSC as a Technical Content Expert, developing content for the CFP Examination.

Roxanne is the president of Learning Partner, a company that develops continuing education courses for both individual and corporate users in the financial planning and life insurance markets. In addition to her course development work, Roxanne provides subject matter expertise and acts as a learning consultant for several of Canada’s largest financial services companies.
 

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Isabelle Gonthier, PhD
Senior Director, Certification Process & Examinations, FPSC®

As Director, Certification Process & Examinations, Isabelle ensures the highest standards are upheld in the FPSC® Level 1 Examination in financial planning™ and the CFP® Examination™, the two FPSC examinations required for CFP designation. She also manages FPSC’s certification process and policies, guiding CFP professionals and FPSC Level 1 Certificants in financial planning™ through the process of earning and maintaining the CFP designation and FPSC Level 1 Certification.

Isabelle Gonthier has a PhD in Cognitive Psychology from the University of Ottawa and has been providing her expertise in Assessment, Testing and Measurement for 10 years and in research, statistics and data analysis for 15 years. With expertise in assessment, testing, measurement, research, statistics and data analysis, Isabelle brings vital current research findings and psychometric and statistical expertise to FPSC’s applied testing and assessment programs.
 

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Ryan Laverty, CFP®, MBA
Director, Content, FPSC®

As Director, Content, Ryan leads the development of financial planning standards and related content to further define and clarify the expectations of both CFP professionals and FPSC Level 1 Certificants in Financial Planning. Ryan has over a decade of experience within the financial services industry in the areas of retail banking, financial planning, people management and training with TD Canada Trust, TD Waterhouse and CIBC Imperial Service. In addition, he has taught at the post-secondary level and has also been involved in developing examinations to test the competency of financial advice providers. A CFP professional, Ryan holds a Bachelor of Commerce (Economics and Finance) Honours degree from the University of Guelph, a Post-Graduate Diploma in Financial Planning from Sheridan College, and an MBA from Dalhousie University.

 

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Damienne Lebrun-Reid, LL.B

Damienne Lebrun-Reid is a lawyer licensee and FPSC’s Director, Standards and Enforcement. In this role, Damienne is responsible for overseeing the development and maintenance of financial planning standards to support FPSC’s professional-oversight and strategic mandates. Damienne oversees the complaint intake, investigation and prosecution of complaints involving allegations of professional misconduct against FPSC certificants and is responsible for ensuring the timely, fair and transparent resolution of complaints, in the public interest.

Prior to joining FPSC, Damienne was investigation counsel with the Law Society of Upper Canada where she investigated allegations of misconduct involving lawyer and paralegal licensees. Damienne has extensive experience in governance, regulatory and administrative law matters and has been involved in developing policies and procedures relating to the conduct of regulatory investigations. Prior to entering the regulatory field, Damienne was a litigation associate at Bennett Jones LLP, a top-tier law firm in Toronto, practicing in the areas of civil fraud, securities litigation, health law and corporate commercial litigation. While in private practice, Damienne appeared before the Ontario Court of Justice, the Superior Court of Justice, the Divisional Court, the Health Services Appeal and Review Board, the Consent and Capacity Board and as counsel at a Coroner’s Inquest.

 

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Cary List, CA, CPA, CFP®
President & CEO, FPSC®

As President & CEO, Cary leads the establishment of FPSC as the premier standards-setter for financial planning in Canada and CFP® certification as the gold standard for financial planners. Cary works tirelessly to elevate the standards of the designation and achieve recognition of financial planning as a distinct profession. A valued member of the global community, Cary was instrumental in the development of the international competency profile now used for 150,000 CFP professionals around the world. He has advanced international excellence in financial planning working closely with FPSC’s international member organization, the Financial Planning Standards Board, and a number of international affiliates.Cary is a Chartered accountant and a CFP professional. Under Cary’s leadership and in collaboration with partner organizations across Canada, FPSC’s vision for a single set of national standards for financial planning is closer to fruition than ever before.
 

Susan Priest

Susan Priest, CFP®
Technical Content Expert, Examination, FPSC®

Susan has worked in the financial services industry for the past 30 years. She was first employed with one of the major banks, then a large national investment brokerage firm which eventually led to a position in the personal financial planning field. Susan has been a licensed financial planner for over 20 years, working with “fee for service”financial planning firms, and then maintaining her own practice for a number of years. For over 10 years, she has worked with the Examination Department at FPSC providing technical content and item development expertise.
 

 

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Stephen Rotstein, BA, LL.B.
Vice President, Policy & Regulatory Affairs and General Counsel

As Vice President, Policy & Regulatory Affairs, Stephen works diligently with government representatives at all levels to advance the professionalization of the financial planning profession, instill confidence in financial planning, and help to safeguard and enhance the financial well-being of Canadians. In his role as General Counsel, Stephen manages risk for FPSC and protects the organization’s legal interests.

Stephen followed several years in private practice with positions at Ontario’s Ministry of the Attorney General and Ministry of Finance. He later joined a prominent e-commerce company where he held various senior management positions, including responsibility for government relations, partnerships and business affairs. Stephen served as the Director of Government Relations and General Counsel at the Human Resources Professionals Association (HRPA), and was also appointed by the Government of Ontario to serve on the Employment Accessibility Standards Development Committee. Stephen holds a law degree from Osgoode Hall and a BA in political science and history from the University of Western Ontario.
 

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Mary Savona

Mary Savona is Professor, Business Administration at Seneca College where she has taught for over 7 years. Prior to joining Seneca, Mary enjoyed a 15-year career in financial services, holding various leadership positions in marketing, branch management, operations and training. In her most recent industry position, Mary was Vice President of Marketing at Saxon Financial, a retail and institutional investment manager. Mary also led the HSBC online brokerage division serving the self-directed investor and managed the TD Waterhouse training department. Mary has the CFP designation and regularly contributes to the CSI’s program and exam development.

Download Mary Savona’s presentation here >>> FPSC Educator’s Conference 2016 Robo Advisors Savona

 

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Joan Yudelson, CFP®
VP, Professional Practice, FPSC®

As Vice President, Professional Practice, Joan manages CFP certification processes and policies, education strategy and requirements, and examinations and technical content development. She is also responsible for FPSC’s financial planning standards and enforcement activities, overseeing investigation, prosecution and resolution of complaints against CFP professionals.

Joan has over 20 years of experience within the financial services industry in the areas of training and development and financial planning with RBC Dominion Securities, Royal Bank and CIBC Imperial Service. A CFP professional, Joan holds a Bachelor of Commerce accountany degree from Concordia University and an MBA from York University. She also holds a Certificate in E-Learning from the University of Toronto and is a certified Canadian Training and Development Professional.