Registration - In-house Organization

FP Canada / Tashia Batstone, President & CEO

Registration Information

In-house Organization name: FP Canada
Previous in-house organization names
Responsible Officer Name: Tashia Batstone, President & CEO
Responsible Officer Change History
Initial registration start date: 2011-11-22
Registration status: Active
Registration Number: 949264-276084

Associated Communications

Total Number of Communication Reports: 45

Monthly communication reports in the last 6 months: 0

Version 22 of 22 (2024-10-16 to present)

Registration versions:

Version 22 of 22 (2024-10-16 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Consumer Issues, Taxation and Finance	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.	Policies or Program
Consumer Issues, Taxation and Finance	The Income Tax Act and Taxation Policies - Seeking opportunities under the Income Tax Act through a proposed tax credit for low and middle income Canadians to improve the financial resilience of Canadians by improving the financial accessibility of financial planning advice for Canadians.	Legislative Proposal, Bill or Resolution, Policies or Program

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; Two directors-at-large; and Two 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

FP Canada

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
FP Canada	2020-11-23	current
Financial Planning Standards Council	2011-11-22	2014-12-02

FP Canada

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Tashia Batstone	2021-05-03	Current
Cary List	2011-11-22	2021-05-03

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
MP Liaison, Ontario Desk Ministry of National Revenue, Minister's Office	August 2003 to December 2003	Not a designated office
Member's Assistant House of Commons, Member of Parliament for Thornhill	August 2001 to August 2003	Not a designated office
Constituency Assistant House of Commons, Member of Parliament for Thornhill	December 2000 to August 2001	Not a designated office

Date Modified:: 2024-12-05

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Registration - In-house Organization

FP Canada / Tashia Batstone, President & CEO

Registration Information

Associated Communications

Version 22 of 22 (2024-10-16 to present)

Version 22 of 22 (2024-10-16 to present)

Subject Matter Details

Communication Techniques

Government Institutions

Description of the organization's activities

Responsible officer name and position during the period of this registration

Organization's membership or classes of membership

Government funding

In-house Organization Contact Information

Employees who lobby for the organization