FP Vision 2020

To kick off Financial Planning Week, FPSC hosted Vision 2020 on October 5, 2009. This gathering of key stakeholders, including CFP^® professionals, discussed what needs to happen for our vision to be realized — a vision that all Canadians will be well served by financial planning, for the betterment of their lives.

Key industry, government and regulatory players discussed the emergence of financial planning as a profession and the importance of financial planning on the future of Canadian society.

Videos of the proceedings are now available. Simply select a speaker from the list below, or on the right side of this page, to view biographies and recordings of each presenter. 

• Welcome - Cary List, President & CEO, FPSC


• Leading a Movement - Laurie Campbell, Executive Director, Credit Canada


• Building a business on a financial planning model - Ted Rechtshaffen CFP, President, TriDelta Financial Partners


• Financial Planning in action - Patricia Lovett-Reid CFP, SVP TD Waterhouse


• The importance of professionalizing financial planning services: Regulator’s perspective - Gerry Matier, Executive Director, Insurance Council of British Columbia


• Financial Planning as a profession: attracting and retaining the right candidates discussion panel


• The importance of financial planning to Canadians – The Honourable John Wilkinson, Minister of Revenue, the first Certified Financial Planner^® elected to the Ontario legislature