One step closer to Becoming a Certified NecessityTM

One step
closer to
Becoming
a Certified
NecessityTM
We’re
proud to
announce...
179
people
are well on
their way to
achieving the
Gold Standard
in financial
planning: CFP®
certification.
CFP professionals
demonstrate their financial
planning competence
through extensive education,
a rigorous standardized
national examination process,
comprehensive continuing
education requirements and
accountability to FPSC for
a code of ethics, practice
standards, and the rules
and regulations of their
professional body.
The following
FPE2 writers
have achieved
the highest
scores, earning
their place on the
esteemed
President’s List.
1st Place:
Gregory J Baldwin
Toronto, Ontario
2nd Place (Tied):
There are more than 17,500
CFP professionals across
Canada, part of an
international network of over
150,000 individuals who have
earned CFP certification in 25
territories around the world.
The individuals on this
page have successfully
passed Financial Planning
Examination Level 2
(FPE2®)—the last exam
required for CFP certification.
Jackson
(Junqiang) Zhao
Toronto, Ontario
2nd Place (Tied):
Gillian Dawn Purvis
Winnipeg, Manitoba
ALBERTA
Bloxham, Jamie
Broughton, Chantelle
Buist, Rashel
Crocker, Julie
Dechant, Cameron
Ermelbauer, Carl
Ferreira, Kevin
Grainger, Michael
Grant, Simon
Kardash, Krista
Kish, Randal
Krahn, Alyssa
Kramps, Lucas
Luu, Kin Ko
MacMillan, Lucas
Martin-Morrison, Yvonne
Neitsch, James
Norquay, Myrna
Royal, Kimberley
Rutherford, Brett
Sherba, Alana
Tersmette, Christopher
Thompson, Kenneth
Walkom, Steve
Wong, Nicholas
Yao, Tina
Zhezlo, Natalia
BRITISH COLUMBIA
Biggs, Lauren
Blackburn, Nicole
Burstall, Kory
Chow, Bruce
Djuricanin, Ivan
Dong, Nathan
Fahy, Risa
Gill, Kamalpreet
Gill, Sunny
Heidema, Shawn
Knowles, Jacqueline
Liu, Ang
Liu, Wai Lan Donna
Luo, Dihua
Mahy, Nikki
McGuire, Brian
McLeod, Nathan
McNamara, Kevin
Meriam, Chantelle
Middleton, Gregory
Moffatt, Debra
Mohamed, Rizwan
Nazareth, Sean
Olsen, Rhonda
Pacheco, Kelly
Pan, Scarlett
Parton, Kevin
Penner, Irene
Roberts, Mark
Sahi, Saranjit Sonny
Saito, Derek
Santos, Robert
So, Brian
Strachan, Grant
Sun, Shaun
Tao, Willa
Van Dyke, Benjamin
Vulpe, Mihaela
Wong, Tommy
Wu, Chen-Wei (Fred)
MANITOBA
Bonneteau, P. Jason
Enemark, Michael
Hazelton, Valerie
Kobelka, Mark
Mattern, Christopher
McCallum, Kara
Purvis, Gillian
NEW BRUNSWICK
Korey, Nixon
Noel, Dominic
St-Amand, Chantal
NEWFOUNDLAND
McCarthy, Charles
NOVA SCOTIA
Davies, Jonathan
ONTARIO
Adolfo, Rhowena
Anderson, Darren
Archer, Trevor
Baldwin, Gregory
Belyal, Toleu
Bernardi, John-Paul
Bertolo, Rhonda
Boljak, Elma
Bordignon, Anthony
Brenk, Gregory
Brown, Mark Adrian
Budd, Carol Ann
Butnari, Chad
Bylen, Nazar
Chau, Lily
Cook, Andrew
Cook, Carolyn
Crampton, Jordan
D’Alessandro, Michael
Davis, Michelle
De Thomasis, Jason
Denomme, Jeremy
Dewdney, Christopher
Erginbilgic, Muharrem
Fardy, Seana
Ferguson, Walter
Fill, Janice
Ghori, Abdullah
Giancola, Anthony
Gill, Satvir
Gossin, Ryan
Gowers, Samantha
Graham, Nicholas
Green, Heather
Greenwood, Tracey
Hammond, Roderick
Hicks, John
Honsberger, Corey
Hunt, Jason
Irwin, John
Issar, Prashant
Ji, Meng
Kamerman, Michele
Karam, Matthew
Kaushal, Anita
Koppeser, Nadine
Lapointe, Mike
Lee, June Cheuk Wa
Linseman, Terrance
Lubertino, Joseph
Luciani, Adrian
Mabee, Christopher
Manning, Tyler
Mansoor, Ahil
Masciarelli, Giancarlo
McChlery, Robert
McMahon, Jason
Middaugh, Sean
Mitar, Ivan
Mitchell-McEwen, Julie
Moore, Kenneth
Mourtos, Andreas
Mustard, Andrew
Mutic, Mladen
Nadarajah, Nishanthini
Nagy, Steven
Nimchonok, Kevin
Norman, Andrew
O’Donnell, Todd
Paauw, Victoria
Panchal, Keyurkumar
Plaxton, Adam
Pritz, Eric
Rayfield, Clinton
Reynolds, Holly
Short, Christopher
Solomon, Daniel
Staats, Wendy
Staglon, Jason
Sutton, Shawn
Tan, Darwin
Tan, Weiwen
Tomlin, Stephen
Tufford, Rory
Waldman, Jordan
Webb, Stephen
Weekes, David
Wu, Noel Lan
Yong, Elaine
Zhang, Yu
Zhao, Junqiang
QUEBEC
Hamid, Nader
SASKATCHEWAN
Aspinall, Jason
Gill, Anthony
Leonard, Travis
Poppleton, Evan
Rask, Jeffrey
Reis, Jarrett
Roest, Amanda
Solvason, Karmelle
These 403 achievers have taken the first
step on the path to CFP certification.
Congratulations to each of them for taking the first step towards the highest level of professionalism
in their field by completing Financial Planning Level 1 Examination (FPE1®).
ALBERTA
Ady, Jeffrey
Aelick, Peter
Akkari, Ouday
Alibhai, Aamil
Anvik, Karl
Begin, Charles
Bernes, Trevor
Beyer, Richard
Braat, Gregory
Cooper, Catherine
Cooper, Jeremy
Coxen, Sylvie
Daredia, Aseef
Dela Fuente, Frederick
Deligianis, Ioannis
Ferro, Derek
Feula, Sabrina
Flood, Valerie
Grange, Michael
Handley, Craig
Harasymiw, Adrian
Kostiuk, Jim
Lantz, Shawn
Lawton, Michael
Lee, Melanie
Lust, Roberta
Macdonald, Darryl
Madras Sakthi Mohan, Hariharan
McDougall, Elaine
Meades, Traci
Mok, Tsz Him
Noakes, Edward
Oltean, Ieronim
Orcheski, Jennifer
Paetz, Craig
Paetz, Steven
Ramsell, Kailee
Sanford, Leslie
Seglie, Melissa
Shahid, Maryam
Shouldice, Nathan
Sipe, Veronica
Skinner, Kevin
Snyder, Kerissa
Sommer, William
Tian, Xiaohua (Ava)
Tinkham, Patrick
Tovee, Jeffrey
Truong, Evan
Turner, Michelle
Villalobos, Denise
Walden, Jennifer
Warrington, Dawn
Waye, Kristen
White, Tamara
Williams, Cary
Yeager, Dustin
Yuan, Jun
Zhou, Mo
BRITISH COLUMBIA
Ali, Mohsin
Arnett, Darren
Bach, William
Barth, Alison
Beaudoin, Sabrina
Behseta, Behnam
Bridge, Stephen
Cahoon, Cheryl
Candeloro, Joseph
Chan, Wai Kit
Chan, Pui Lai Laura
Christianson, Dane
Cochran, James
Collins, Neil
Correia, Marco
Curpen, Jennifer
Davis, Keith
Dosanjh, Satpal
Duong, Jennifer
Durrani, Yermiah
Elhatton, Kimberley
Fadaie, Alireza
Gauthier, Jennifer
Glover, Craig
Gonzales, Josephine
Gosden, Eric
Greeley, Shannon
Hargrave, Laura
Hart, Curtis
He, Jian Feng
Herbert, Jacqueline
Higgins, Erin
Hillman, Leigh
Ho, Angel
Hsu, Pei Chi
Hsu, Tony Chih-Yuan
Jabbour, Nesrine
Jackson, Roderick
Jaswal, Rohit
Kamachi, Susan
Kroeker, Daniel
Lagman, Norberto
le Nobel, Renee
Lo, Yat-Sze
Ly, Kim Long
Lynn, Monique
MacGillivray, Robert
MacLean, Tyler
Mah, Joann
Mandoli, Peter
Matthews, Douglas
McClinton, Luke
Meers, Shannon
Michaud, Tevis
Morrish, Matthew
Mullan, Hilary
Nguyen, Cam Tu
Palikot, Peter
Parnell, Nicholas
Paul, Adrian
Paul, Rachael
Purewal, Paradeep
Quon, Christopher
Reimer, Matthew
Reinerink, Mariska
Reynolds, Robert
Ruel, Alexandra
Scotvold, Krista
Seabrook, Andrew
Shepherd, Christopher
Simms, Tyler
Smith, Charles
Smits-Tovell, Tyler
St. Jean, Shane
Stenyugina, Irina
Stevanak, Brian
Stoecker, Mathias
Sukul, Lisa
Tai, Tzu-Yao
Taylor, Jo-Anne
Toevs, Justin
Ursulan, Quinton
Vandekerckhove, Brent
Vermeulen, John
Walls, April
Wamboldt, Ross
Wang, Laurence
Webb, Gavin
Williams, Ryan
Wu, Chia Chen
Wu, Pi Yu
Zhang, Jiwei
Zhou, Fred
MANITOBA
Ellement, Scott
Gesell, Taren
Kurtz, Ryan
Macgregor, Robert
Maciejkow, Andrew
Nord, Daniel
Sabourin, Colin
Sousa, Denise
Yavis, Jeffrey
NEW BRUNSWICK
Bélanger, Sébastien
De Kruyff, Ellen
Gallant, Ricky
Keith, Karl
Lutes, Michael
Naish, Alexander
Noel, Jonathan
Poirier, Gino
Richard, Claudette
Wybouw, Nathalie
NEWFOUNDLAND
Dawson, Christopher
Harris, Christopher
Harnum, David
NOVA SCOTIA
King, Rebecca
MacIntosh, Sylvie
MacKean, Michael
McLean, Aaron
Mercer, Craig
Thorne, Robert
ONTARIO
Abbott, Laurie
Abrams, Dale
Adams, Martha
Aitken, George
Alkhouri, Joseph
Aneja, Jatinder
Arango, Alejandro
Ardiles, Ricardo
Arenas, Carolina
Atlin, Elissa
Baker, Alexander
Baker, Karen
Ballam, Sarah
Balram, Sarah
Banez, Joel
Bartko, Roman
Basic, Haris
Begovic, Jasmina
Belliveau, Joshua
Bennett, Bright
Benoit, Justin
Bezusko, Tara
Bhandari, Pradeep
Blair, Erin
Blake, Adrian
Bongco, Jose Arnel
Bouvier, Neil
Boyd, Todd
Brophy, Carol
Brown, Stephen
Brunet, Brigitte
Bumstead, Taryn
Burgess, Scott
Burns, Charles
Bustamante, Rossy
Buxton, Marlene
Cafley, Christopher
Caracoti-Ionescu, Ecaterina
Cazzin, Laura
Ceesay, Maram
Cerminara, Marcel
Chartrand, Christine
Cheng, Kai
Cheng, Rachel
Cho, Jenny
Clark, Justin
Clark, Brett
Clarke, Evan
Coetzee, Yolinde
Collins, Brian
Craig, Eric
Crossett, Jeffrey
Czernik, Andrew
Davies, Timothy
De Graaf, Paul
de Kemp, Armand
Del Bel Belluz, Derek
Delgado, Luis
Demille, Robert
Denny, Todd
Derby, Michael
Deuzeman, Paul
Dickie, Michael
Ding, Yun
Donohoe, Matthew
Dowling, Patrick
Dunn, Kevin
Durocher, Jeffrey
Eddington, Michael
Edwards, David
Eggers, Christopher
Emery, Trina
Eppstadt, Kristin
Fagnan, Susan
Felske-Jackman, Ann
Ferman, Daniel
Ferreira, Christopher
Fox, Michael
Garland, Angela
Gauthier, Marc
Gekko, James
Gialamas, Johnny
Gorewicz, Jason
Green, Alex
Habib, Andrew
Harkness, Robert
Hengl, Gregory
Heslegrave, Shaun
Hoang, Tony
Hood, Megan
Horwood, Rosemary
Huebert, Peter
Hutchinson, Ian
Jagodich, Eric
Jamault, Genevieve
Janmohamed, Shan
Jiang, Zhen Zhao
Julien, Jason
Kalia, Varinder
Kang, Min Hong
Kennedy, Matthew
Khadwal, Sonia
Khalid, Syed
Ki, Wilson
Kraft, Laura
Krickovic, Nikola
Kugler, Jordan
Larmand, Paul
Lawrence, Mark
Lawson, Brian
Leduc, Pierre
Liska, Michael
Liu, Ying
Lodato, Elizabeth
Logue, George
Longo, Mike
Lym, Olivia-Joan
Lysetska, Polina
Maandag, Coby
MacDonald, Jeffrey
MacLean, Marion
Magee, Erin
Makarenko, Matthew
Malik, Akash
Mann, Deepinder
Massoud, Michael
Mcclure, Kenneth
McIntyre, Lindsay
McKeever, Jaden
McMenemy, Ryan
Mi, Zurong
Miller, Trevor
Morris, Dan
Moy, Eduardo
Murphy, Arthur
Myre, Michel
Ngo, Sarah
Nguyen, Gaston
Nikolakakos, Peter
Oue, Greg
Paddick, Jennifer
Pahlavani, Alireza
Pegler, Adam
Pendse, Mayur
Pitman, Maxwell
Pitt, Patrick
Power, Jennah
Prasad, Rishi
Rahman, Mijanur
Reynolds-Boudreau, Kimberly
Richmond, Jillian
Riederer, Michelle
Roach, Matthew
Rosol, Mateusz
Ruddy, Josee
Ryan, Christopher
Rybak, Joan
Saber, Dany
Saenz, Didier
Saleem, Sadaf
Sangster, Anthony
Schmidt, Stefan
Senthilvel, Kavirajan
Sholanki, Rishi
Smith, Sarah
Snow, Rebekah
Su, Michelle
Sun, Chen
Syed, Zahid
Tang, Song
Tennant, Ben
Thakkar, Rusi
Tokmak, Alex
Tomar, Shoorvir
Tomenson, Bianca
Tosoni, Lucas
Trudeau, Jason
Underwood, Frank
Vaillancourt, Stephane
Van Den Oetelaar, Will
Van Nynatten, Devin
Vermeulen, Lucian
Vout, Kelly
Walker, Treshana
Walsh, Brendan
Wang, Fan
Waugh, Jeffrey
Webster, Mark
Whitburn, Cynthia
Wiens, Derek
Wild, Stephen
Winlaw, Bradley
Wu, Sha
Xiu, Yanan
Yuan, Hui Yan
Yuen, Vincent
Yutman, Wayne
Zelney, Chris
Zhang, Anita Lili
Zhang, Mei
Zhang, Yu
PRINCE EDWARD ISLAND
Davey, Michael
Doyle, James
QUEBEC
Dussault, Nicolas
Garcia, Alexandra
SASKATCHEWAN
Briske, Byron
Castro, Ellen
Gimas, Loretta
Kennedy, Derek
Klein, Jason
Koskamp, Nadege
Liska, Kade
Miller, Adrian
Moore, Christopher
Peters, Clarence
Reis, Josh
Schroh Gordon, Marlys
Seabrook, Kelly
Ulmer, Darren
Werner, Jonathan
YUKON
Paulson, Ian
QATAR
Lister, Colleen
USA
Reichert, Brad
LEARN HOW TO EARN THE CFP DESIGNATION.
A recent study revealed that Canadian CFP professionals
report achieving higher rates of career advancement and longer terms of employment than those who don’t hold the designation. To learn more, visit beafinancialplanner.ca
CFP®, Certified finanCial Planner® and
are certificate trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the
CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated. ©2014 Financial Planning Standards Council. All rights reserved.