IQPF Fellow

The IQPF's Fellow distinction is awarded by the Institute's Board of Directors to honour financial planners who have made extraordinary contributions to the development and influence of the profession.

Objectives

• To recognize the extraordinary contribution of individuals to the development and growth of the profession;
• Promote the best practice of financial planning to the financial services community;
• Promote the profession and create an interest in financial planning among the next generation of professionals;
• Promote IQPF programs and graduates to various stakeholders: regulators, large employers, universities, financial partners and others.

Nominations are accepted from February 1 to March 31 each year. Download the Guide pour la mise en candidature - Fellow de l'IQPF for more details, including eligibility and evaluation criteria, and complete the Formulaire de présentation d’une candidature - Fellow de l'IQPF to submit a nomination.

 
2023 Awardees

Caroline Marion, LL.M., D.E.S.S. Fisc., F.Pl. 

A graduate of the IQPF since 2000, notary and tax specialist Caroline Marion is a senior advisor with Desjardins Wealth Management. She has expertise in estate and trust law and taxation. She regularly gives specialized training courses and has acted as a lecturer for various educational institutions. She has been named Trainer of the Year by the IQPF on several occasions. She attaches the utmost importance to ethics and rigor in everything she does and in all areas of her practice. The author of several articles in specialized journals and co-author of a volume on real estate transfer duties, Ms. Marion wrote the Succession column for La Cible, the IQPF's official magazine, from March 2007 to October 2014, and again from 2017 to 2021.

Watch the interview with Caroline Marion (in French).

Nancy Paquet, F.Pl., MBA

Nancy Paquet graduated from the IQPF in 2006. She holds a law degree from Université Laval and an MBA from HEC Montréal. She also sits on the boards of the Fondation HEC Montréal, ÉducÉpargne and Les Grands Ballets Canadiens. Her influence in the field of financial planning has already been recognized many times over. In 2013, she received the Étoile montante award from the ’Association des femmes en finances du Québec, and was also named one of the province's eight leading women in finance by Premières en affaires magazine. She is also an honorary member of the IQPF. She is committed to raising the level of consulting in the profession, and as such is a role model for young and experienced talent alike.

Watch the interview with Nancy Paquet (in French).

Denis Preston, CPA, F.Pl.

Denis Preston obtained his diploma in financial planning in 1992. He is a member of the Ordre des CPA du Québec, holds a master's degree in applied finance and was also a Canadian Investment Manager (CIM). He has been very involved at various levels with the IQPF and has written extensively, notably for La Cible as author of the Insurance and Investments columns. He has also chaired the committee of experts and led continuing education activities. It is his passion for teaching and passing on knowledge that best characterizes him. He has an impressive teaching record at a number of universities, including UQAM and HEC. He has been named Trainer of the Year by the IQPF on several occasions. His ability to communicate complex financial concepts in a clear, concise and engaging way is second to none. His unique blend of critical thinking, humor and analytical skills make him an exceptional teacher and leader.

Watch the interview with Denis Preston (in French).

2022 Awardees

Lorena Biason, MBA

Lorena Biason has been with RBC Royal Bank since 1983. A graduate of the IQPF, she holds an MBA from the Université du Québec à Montréal. Since 2016, she has held the role of Regional Vice President, Financial Planning for the province of Quebec. She never hesitates to get involved or accept a mandate related to financial planning. Ms. Biason is an outstanding ambassador for the profession.

Daniel Laverdière, A.S.A., F.Pl.

A financial planner since 1996, Daniel Laverdière held the position of Senior Manager at National Bank Private Banking 1859's Expertise Centre until 2022. Mr. Laverdière has been involved for many years with the IQPF, where he was a member of the Board of Directors and numerous committees, an instructor and editor of the Finance column in La Cible magazine from 2003 to 2022. His expertise has also been in demand in various media.

2021 Awardees

Nathalie Bachand, A.S.A., F.Pl.

Nathalie Bachand has been running her own financial planning firm since 2002. Throughout her career, she has been involved with the IQPF and has participated in the development of the practice, particularly in the area of retirement. She has served on several committees, was a member of the Board of Directors from 2010 to 2018 and Chair of the Board from 2014 to 2016. She has been involved in the creation of high quality tools including the Projection Assumption Guidelines and the calculators in the IQPF app.

Cary List, CFP^®, FP Canada^™ Fellow, CPA, FCPA

As President and CEO of FP Canada from 2002 to 2021, Cary List has completely transformed the organization into a leader in the development of financial planning. As soon as he took over FP Canada, he understood the importance of becoming a partner of the IQPF. These many years of collaboration resulted in the publication of Canadian Financial Planning: Definitions, Standards & Competencies, the Financial Planning Week and a great deal of work to standardize training and practice across the country.

2020 Awardees

Martin Dupras, A.S.A., F.Pl., M. Fisc., ASC

Martin Dupras has been a financial planner since 1997. He runs his own training company, ConFor financiers, which provides advice and training in financial planning, both on a group and individual basis. His main expertise is retirement and the elements that surround it. He has been very involved with the Institute as a trainer, member and chair of the Board of Directors, writer and negotiator. He has been involved with the IQPF for 20 years.

Claude Paquin, F.Pl.

Claude Paquin began his professional career as a science and mathematics teacher, then switched to finance early in his career. He started at IG Wealth Management in 1986 as an advisor in the Winnipeg regional office and became President of the Quebec office in 2011. He is responsible for a network of 850 advisors as well as the operations of the Quebec branch. He is convinced that the quality of financial advice depends on the financial planning profession. 

2019 Awardee

Jocelyne Houle-LeSarge, FCPA, FCGA, FP Canada Fellow

Jocelyne Houle-LeSarge has contributed to the development of the profession for nearly 20 years as President and CEO of the IQPF. Recognized for her expertise and leadership, she has built bridges between the Institute and the various industry players, in addition to establishing promising links on the national and international levels. She has developed training programs to facilitate access to the profession. She has contributed greatly to the advancement of the profession in Quebec and has been one of its most fervent advocates.