Moira Klein-Swormink and Susan Silma join the FP Canada Board of
Directors as directors at large; FP Canada also bids farewell to
departing director Pierre Piché.
TORONTO, June 20,
2024 /CNW/ - FP Canada has announced the
appointment of two new directors at large, Moira Klein-Swormink and
Susan Silma. Moira and Susan will
volunteer their expertise to the board of directors, which works on
behalf of Canadians, Certified Financial Planner® professionals
and qualified Associate Financial Planner™ professionals, and
other stakeholders to realize FP Canada's purpose — championing
better financial wellness for all Canadians by advancing
professional financial planning.
Moira Klein-Swormink is the Principal, Branch Development at
Edward Jones Canada. She's held various positions within the
organization, having previously acted as its Principal, Wealth
Management Advice & Solutions; Director, Client Strategies
Group; and Director, Branch Team Performance. During her time at
Edward Jones, she's led a large number of major projects and
successfully launched several new programs.
Moira has a wealth of experience in public and non-profit
governance, including as a stakeholder advisory committee member
for the Financial Services Regulatory Authority of Ontario (FSRA), a board member for Junior
Achievement of Central Ontario,
and as a volunteer advisor for the Fare Share Foodbank in
Oakville. She earned her
bachelor's degree from Western
University and her Master of Business Administration (MBA)
from Dalhousie University.
Susan Silma currently leads
member engagement transformation at one of Canada's largest pension funds. Susan is a
lawyer and former regulator who is passionate about humanizing the
client experience in the financial services industry and promoting
financial wellness for Canadians. Throughout her career, she has
leveraged her deep understanding of the industry to champion
transformative improvements in client outcomes. She has worked with
large banks and insurance companies, independent dealers, and a
technology firm.
Susan has been an active volunteer and board member for over a
decade at Community Living Toronto, a recognized leader and
innovator that supports individuals with intellectual disabilities.
She has a Bachelor of Laws degree from Osgoode Hall Law School and
a Master of Business Administration (MBA) from Schulich School of
Business.
"FP Canada couldn't achieve its mandate without the highly
accomplished professionals who volunteer their time as board
members," says Tashia Batstone,
President and CEO of FP Canada. "Moira and Susan's unique financial
services backgrounds, in-depth expertise, and proven leadership
capabilities make them exceptional additions to our board of
directors. I look forward to hearing their perspectives and seeing
FP Canada benefit from their contributions."
A further change to the FP Canada Board of Directors is the
departure of director at large, Pierre Piché. Pierre is
a retired executive who had a very successful career as an
economist, financier, and investor with organizations in
Europe and Canada for over 35 years. "Pierre has played
an important role in helping FP Canada reach major milestones and
navigate recent shifts impacting the financial planning
profession," says Ron Harvey, Chair
of the FP Canada Board of Directors. "On behalf of FP Canada and
the entire board, I'd like to thank him for his commitment and wish
him the very best in his future endeavours."
The FP Canada Board of Directors is composed of individuals with
varied backgrounds relevant to FP Canada's mandate. In addition to
Moira Klein-Swormink and Susan
Silma, current members include board chair Ronald P. Harvey (retired executive),
Christopher Dewdney (Principal,
Dewdney & Co.), Yves L. Giroux
(Vice President of Multi-Network Business Development, Desjardins
Financial Security), Winston Maharaj
(retired executive), Nira Sivakumar
(AI Partner, Deloitte), Teresa Black
Hughes (Financial Advisor and Portfolio Manager, RGF
Integrated Wealth Management), Susan
Howe (Director, Financial Planning at Royal Bank of
Canada ), Denise McEachern (Assistant Vice President,
Strategic Wealth Initiatives at Sun Life Financial), and Julie
Raîche (Vice President, Personal Banking, Eastern Quebec at National Bank).
About FP Canada
Established in 1995, FP Canada is a national not-for-profit
education, certification and professional oversight organization
working in the public interest. FP Canada is dedicated to
championing better financial wellness for all Canadians by leading
the advancement of professional financial planning in
Canada.
SOURCE FP Canada