IQPF Fellow

The title IQPF Fellow was created to acknowledge the exceptional contribution of people who have distinguished themselves in a variety of ways in their careers and contributed to the development and outreach of the profession. These are people who have been and will continue to be ambassadors for the IQPF.

Nominations can be made from November 1 to February 28 each year. For more details and to submit and application, download the Dossier de présentation d'une candidature.

Eligibility criteria

Candidates for the title IQPF Fellow do not necessarily need to have a financial planner diploma.

The excellence and influence of the person’s career, their contribution to the advancement of the profession and the quality of their leadership are essential criteria to earn the title. The contribution and activities that make the candidate merit this distinction must be clearly demonstrated.

The governance committee that examines the nominations uses strict criteria and a clear evaluation process, which means that the title may not be awarded every year. Likewise, exceptionally, more than one candidate may be named IQPF Fellow in the same year.

The IQPF Board of Directors receives the recommendations of the governance committee and ratifies its proposal. When a candidate is accepted, the Chair of the Board or the Chair’s representative awards this distinction at the annual congress. The person’s photograph is also added to the table of IQPF Fellow awardees on the IQPF website.




Lorena Biason

Lorena Biason, MBA

RBC Royal Bank



Daniel Laverdière

Daniel Laverdière, A.S.A., F.Pl.

National Bank Private Banking 1859



Nathalie Bachand

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

Bachand Lafleur, groupe conseil inc.



Cary List

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


Martin Dupras

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

ConFor financiers



Claude Paquin

Claude Paquin, F.Pl.

IG Wealth Management



Jocelyne Houle-LeSarge

Jocelyne Houle-LeSarge, FCPA, FCGA, IQPF Fellow

Institut québécois de planification financière