La Cible

Aout 2020

La Cible, magazine officiel de l’IQPF, est destinée aux planificateurs financiers et leur permet d’obtenir des unités de formation continue (UFC). Chaque numéro aborde une étude de cas touchant les différents domaines de la planification financière.

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6 lacible | Août 2020 C H A I R ' S M E S S A G E On June 9, I was elected chair of the IQPF Board of Directors by my fellow Board members. I am very pleased and honoured to begin my first term as chair. This is a role that I take seriously, and I want to start by thanking them for their confidence. I also want to thank the Board members who finished their terms this year: Khadija Azizi, Sylvain Beaudry, François Beauregard, Mélissa Casabon Matteau, Onesta Di Paola, Sylvain B. Tremblay and Jean Valois. My predecessor, Julie Raîche, also completed her term as a member of the Board, but she will continue to serve as past chair. These departures have made room for new Board members, whom I want to welcome: Mélanie Beauvais and Sylvain Pelletier, who were elected, and Emilio Boulianne and Richard Fahey, who will be on the Board as representatives of the public. They are joining the ranks of the current Board members: Louise Champoux-Paillé (public representative), Nathalie Chouinard, Aurèle Courcelles (FP Canada representative), Bernard Fortin (Vice Chair), Nicole Gauron (Treasurer), Charles-Antoine Gohier, Jean-Guy Grenier, Jocelyne Houle-LeSarge (President, CEO and Secretary), Mathieu Huot, Hugo Lehoux and Julie Tremblay. I firmly believe that the professional practice of financial planning must be recognized at its true value, that the future is now and that artificial intelligence should be put to the service of financial planners. In this regard, I want to point out that the shift has already begun. Guided by our 2019-2022 strategic plan, the IQPF will work to embrace the digital revolution. I am beginning my new role in an unprecedented situation, and I have to say how proud I am of the IQPF employees and everything they have accomplished since the beginning of the coronavirus pandemic. The IQPF has managed to adapt at lightning speed. We held our first webcast annual general assembly. We have transformed our in-person professional development activities into virtual classes. We are one of the only recognized organizations in Canada that has continued to give entry exams. However, we had to send out diplomas to the Class of 2019 by mail! A STRONG START

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