The following are members of the current IAFP® Board of Directors, Board of Regents and Executive.
Chair of the Board
Pivot Financial Planning Inc.
Calgary, AB
(403) 863-5118
pmagyar@iafp.ca
V.P. / Secretary / Treasurer, Finance Chair
Macdonald, Shymko & Company
Vancouver, BC
(604) 687-7966
kcopping@iafp.ca
Symposium Chair
TriDelta Financial
Toronto, ON
(416) 733-3292 ext 230
mardrey@iafp.ca
Past Chair
Cameron Leadership Development
Ottawa, ON
(613) 699-5125
pcameron@iafp.ca
Education Chair
Cup of T Financial Planning
Vermilion, Alberta
(780) 853-2949 ext 103
mbalaneski@iafp.ca
Ethics / Practice Management Chair
Cardinal Point Wealth Management
Calgary, AB
(403) 257-4488
tritchie@iafp.ca
Sponsorship Chair
Richardson GMP Limited
Calgary, AB
(403) 355-6050
kmcmillan@iafp.ca
Director at Large
Woodgate Financial Inc.
Toronto, ON
(416) 691-1944
jpereira@iafp.ca
Membership Growth Chair
Cardinal Point Wealth
Calgary, AB
(403) 457-3285
dmiller@iafp.ca
Communications Chair
CWB Wealth Management
Calgary, AB
(403) 475-0902
jschmid@iafp.ca
Dixon Davis & Company
Victoria, BC
RBC Financial Planning
Calgary, AB
Legacy Wealth Management Inc.
Calgary, AB
1275 West 6th Ave.
Suite 300
Vancouver, BC V6H 1A6
