The senior management of Financial Planning Standards Council leads a team of more than 30 individuals dedicated to driving value and instilling confidence in financial planning. Select a biography below to learn more about each member of our executive team. For general FPSC contact information, please see the Contacts page. >>
Cary List, CPA, CA, CFP®
President & CEO
Cary List leads Financial Planning Standards Council (FPSC) as the premier standards-setter for the financial planning profession in Canada. He has spent the past decade as CEO, working tirelessly on behalf of FPSC to ensure that CFP certification is recognized as the standard for financial planning and to see financial planning recognized in law as a distinct profession.
Damienne Lebrun-Reid, LL.B.
Managing Director, Standards
Damienne is responsible for the development, maintenance and enforcement of FPSC’s financial planning standards. Damienne leads FPSC’s certification program and requirements for CFP professionals and FPSC Level 1 Certificants in Financial Planning. She also leads FPSC’s complaint and enforcement process.
Joan Yudelson, MBA, CFP®
Vice President, Professional Practice
Joan manages education strategy and requirements, as well as technical content development. Joan is also Executive Director of the Financial Planning Foundation (FP Foundation), which funds, promotes and disseminates groundbreaking research to help financial planning professionals meet the increasingly complex needs of today’s clients.
Joanna Tukums, CPA, CA
Chief Operating Officer
Joanna oversees the internal operations of FPSC, including Finance, Information Technology, Human Resources, Project Management Office, Stakeholder Support and Facilities Management. She also holds the role of Corporate Secretary and is responsible for enterprise risk management, governance and administration for the FPSC Board of Directors and the FP Foundation Board of Directors.
Kimberley Ney, MBA
Vice President, Communications
Kimberley oversees the development of marketing and communications programs and initiatives that raise awareness of the importance of professional financial planning and help grow the community of CFP professionals.
Stephen Rotstein, BA, LL.B.
Vice President, Policy & Regulatory Affairs and General Counsel
Stephen oversees all government, regulatory and public policy issues related to financial planning. He works with government officials, regulators and other stakeholders to ensure FPSC’s voice is heard on financial planning related matters and that FPSC’s standards for professional financial planning are incorporated into legislation, regulations and rules.