6
lacible | Octobre 2020
C H A I R ' S M E S S A G E
Dear Fellow Financial Planners,
I am sure you will raise your voices with me and other Board members
in wishing our CEO, Jocelyne Houle-LeSarge, as much success in her
new position as a retiree as she enjoyed at the head of our institute.
Although her departure has been planned for some time now, the
official announcement was only made recently. I can now say loud
and clear: THANK YOU! That is the first thought that springs to mind
to mark her 20 years at the helm of the IQPF.
Thoroughly devoted to financial planners, she has always been very
proud to provide us with the best training which, in turn, allows us
to be very proud of being F.Pls. Thank you, Jocelyne!
It goes without saying that the Board's next term will be deeply
affected by this change.
On August 31, the Board held its first working meeting for the 2020–
2021 term, a hybrid in-person/remote meeting. At the meeting, we
agreed to be agile in terms of prioritizing issues in our strategic plan
to achieve the IQPF's vision: "To stand as the benchmark for personal
finance through the official recognition of the profession of financial
planner, for the protection of the public." As changes, developments
and major trends emerge, internally and externally, we will analyze
them thoroughly to understand them and deal with them.
As you no doubt know, two new recipients of the title IQPF Fellow
– Martin Dupras and Claude Paquin – were honoured during the
IQPF congress. We heard in their testimony how they have helped
A MANDATE MARKED BY
CHANGE
