The Financial Planning Standards Council (FPSC) handed out a number of awards Friday as part of Financial Planning Week.

John De Goey received the Donald J. Johnston Lifetime Achievement Award in Financial Planning, which recognizes “a lifetime advancement of CFP certification and significant positive impact on the financial planning profession,” says the FPSC in a release.

De Goey is a portfolio manager at Industrial Alliance Securities in Toronto, as well as an author and commentator.

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Dawn Hawley, a financial planner with Angus Watt Advisory Group at National Bank Financial in Edmonton, is the only Fellow of FPSC honouree for 2017. The distinction recognizes those who advance FPSC’s purpose and CFP professional standards, and who embody those standards throughout their careers.

Read: Who recognizes the CFP credential

Members of the President’s List were recognized for top performance on the CFP exam. For the June 2017 exam, honourees are:

  • Sara Ready from Toronto (first place);
  • Christopher Krmpotic from Waterloo, Ont. (second-place tie); and
  • Tim Schilds from Dawson Creek, B.C. (second-place tie).

November 2016 exam honourees are:

  • Kouros Ghanavizchian from Vancouver (first place);
  • Kyle Snowden from Grimsby, Ont. (second place); and
  • Muizz Saleh from Mississauga, Ont. (third place).

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Ian Mellor

After 42 years in the business and having experienced the ‘best of times and the worst of times’,I am not in the forecasting business. I educate my clients about risk. This is all based on ‘past performance’. Prior to the completion of the Wealth Plan, my time spent reviewing my client’s Investment Policy Statament enhances ‘peace of mind’ as we discuss market corrections and how this allows ‘buying opportunities’. Volatility is our friend, while the IPS utilizes the strengths of CFA’s to do their work for each portion of the portfolio. Strategically and Tactically, my Policy Statements continue to be my ‘best ally’ while using disciplined CFA’s to do what they do so well. The ‘secret sauce’ is ‘my manager of the CFA’s’ who monitors their performance and discipline while I offer my clients Financial Planning Advice, as this is what I am paid to do. We are all fortunate to have the best careers in Canada with wonderful happy clients who allow us to help improve their lives!

Monday, Jan 22, 2018 at 5:57 pm Reply