FCSI® ADVISORY COUNCIL - OVERVIEW
The FCSI® Advisory Council's mandate is to shape and promote the FCSI® credential (and the interests of the FCSI® community) to the financial services industry and the investing public. The Council ensures the continued elevation of the FCSI® credential, improves protection to the public who rely on the knowledge and competence of FCSI®s, and acts as key ambassadors to and mentors within the financial services community.
The Council consists of 1 CSI representative and 12 volunteers from across Canada who are FCSI®s in good standing. Members sit on the Council for a 2-year term, with the potential to renew.
FCSI® ADVISORY COUNCIL - RESPONSIBILITIES
The Council oversees the FCSI® and ensures that it - and its holders - continually meet unparalleled educational, ethical and professional standards. Key functions of the Council include:
- Participating in setting annual objectives for the Council based on the needs of FCSI® stakeholders, the investing public and the industry
- Helping to establish and implement FCSI® awareness campaigns and events
- Contributing to the FCSI® community to promote awareness of the pinnacle credential (e.g., writing articles, being profiled, submitting testimonials, etc.)
- Serving on related committees where appropriate (e.g., Ethics Committee)
The following is a list of current FCSI® Advisory Council
James Campbell, Dipl. B., CFP®, FMA, CIM, DMS, MBA, CGAP, FCSI®, CIWM
President, Senior Wealth and Estate Planner
IIS Insurance and Risk Strategies
Dannielle MacDonald, FMA, FCSI®, AROP
Manager, Assistant Vice-President- Compliance, AROP
Raymond James Ltd.
Darcy Fitzhenry, CIM®, FCSI®
Senior Manager, FCC Sanctions Advisory
Financial Crime Compliance
HSBC Bank Canada 407 - 8th Avenue SW,
Calgary, AB T2P 1E5
David Ritcey, BSc, BBA, CFP®, CIM, FCSI®, CIMA, TEP
Senior Wealth Advisor and Portfolio Manager
Édith Beaucage, GPC, CIM, MBA, EMBA, FCSI®
John Kountourakis, B.A., FMA, CIM®, FCSI®
Manulife Securities Inc.
St Laurent, QC
Joseph O'Donnell, FCSI®, CIM, CDFA
Investment Advisor/Portfolio Manager
National Bank Financial
Kevin L. Gebert, CIWM CIM FCSI
Greenrock Financial Group Inc.
13791 89th Ave, Surrey, B.C., V3V 6K7
Kevin Geiger, CIM®, FCSI®
Robert N. Hesp, FCSI, CIWM
Vice-President & Portfolio Manager
Hesp Wealth Advisory - BMO Nesbitt Burns
6760 Morrison Street
Niagara Falls, ON L2E 6Z8
Tel.: (905) 354-1211
Sébastien Bérard, CIM®, FMA, CFP®, B.A. (économique), Pl.fin, FCSI®
Conseiller Principal Gestion Privée
Financière Banque Nationale
Tania Slade, CFA,
National Director Wealth Planning
BMO Wealth Management
US Chicago, IL
Tel.: 312 293 6097
Interested in Joining the FCSI® Advisory Council?
With leadership comes great responsibility. As distinguished leaders in financial services, FCSI®s are held to the highest ethical standards. It's not just something to strive toward - it's a requirement. FCSI®s subscribe to a Code of Ethics and are required to set the standard of conduct in their field. In order to maintain their Fellow, FCSIs must also re-confirm their commitment to the Code of Ethics every year.