Lobbying Information
Subject Matters
- Consumer Issues
- Taxation and Finance
Subject Matter Details
Legislative Proposal, Bill or Resolution, Policies or Program
- The Income Tax Act and Taxation Policies - Seeking opportunities under the Income Tax Act to improve the financial accessibility of financial planning advice for Canadians
Policies or Program
- Seeking opportunities to support implementation of the FCAC's National Financial Strategy 2021-2026. Also seeking opportunities to partner with the FCAC and other organizations to deliver upon the National Strategy.
Communication Techniques
-
Written communication
-
Oral communication
Government Institutions
-
Canada Revenue Agency (CRA)
-
Finance Canada (FIN)
-
Financial Consumer Agency of Canada (FCAC)
-
House of Commons
-
Innovation, Science and Economic Development Canada (ISED)
-
Prime Minister's Office (PMO)
-
Privy Council Office (PCO)
-
Senate of Canada
In-house Organization Details
Description of the organization's activities
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning in Canada.
At a high level, FP Canada sets the strategic direction for professional financial planning in Canada. FP Canada also achieves its mandate through two distinct divisions. Through the FP Canada Standards Council™ division, FP Canada establishes financial planning standards and enforces those standards among FP Canada certificants—Qualified Associate Financial Planner™ professionals and Certified Financial Planner® professionals. Through the FP Canada Institute™ division, which is dedicated to elevating the practice of financial planning, FP Canada provides professional education, tools, and resources to help financial planners meet the needs of all Canadians.
FP Canada operates in all provinces except Québec. There are approximately 19,000 professional financial planners in Canada who, through QAFP certification and CFP certification, meet FP Canada’s standards.
Responsible officer name and position during the period of this registration
Tashia Batstone,
President & CEO
Organization's membership or classes of membership
FP Canada is a not-for-profit professional body; not a membership organization or association.
FP Canada’s Board of Directors works on behalf of the Canadian public, FP Canada certificants and other stakeholders to ensure that FP Canada’s purpose—to champion better financial wellness for all Canadians by advancing professional financial planning—is realized.
The Board is composed of 11 individuals with varied backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s specific composition includes:
Four Certified Financial Planner® professionals;
One Qualified Associate Financial Planner™ professional
Two public directors;
One director-at-large; and
Three financial planners (Pl. Fin.) licensed in the province of Québec.
Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.
Government funding
No government funding was received during the last completed financial year.
In-house Organization Contact Information
Address:
902-375 University Avenue
Toronto, ON M5G 2J5
Canada
Telephone number:
416-593-8587
Ext.
284
Lobbyists Details
Employees who lobby for the organization
- Tashia Batstone,
President & CEO |
No public offices held
- Craig MacLennan,
Director, Policy & Government Affairs |
Public offices held
- Devin Mataseje,
Senior Advisor, Policy and Government Affairs |
No public offices held