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Honorary Members

The Honorary Member title is awarded annually by the IQPF Board of Directors to outstanding financial planners who have demonstrated excellence in a variety of means, in particular by providing exceptional service to the IQPF, the profession or the public.

For more details and to submit and application, download the Formulaire de mise en candidature.

2020

Nancy Paquet

Nancy Paquet earned her financial planner diploma in 2006. Throughout her career, she has demonstrated her determination to advance financial planning in the best interests of the public. She has also contributed in many ways to the professional development of women. She was a member of the IQPF Board of Directors from 2008 to 2011 and served as the honorary chair of the IQPF graduation ceremony in 2017.

2020

Dany Provost

Dany Provost graduated from the IQPF in 2005. He is an IQPF instructor and contributor and has been particularly involved in the Collection de l’IQPF and the development of training activities. During his career, he has made his mark through his research work and writing, as well as his talent for distilling complex ideas into simple terms. He wrote a successful book on retirement planning and he contributes regularly to the media as a columnist and blogger.

2018

Denis Preston

Denis Preston earned his financial planner diploma in 1992. He gives professional development activities for the IQPF and Ordre des CPA, as well as lectures at HEC Montréal. He is the IQPF mentor for the insurance and risk management area. In fact, he chairs the Mentor Committee. He contributed to La Collection de l'IQPF's insurance and risk management Module. He wrote the insurance articles in La Cible, the IQPF's official magazine, and now writes the investment articles.

2017

Sylvain Chartier

Economist-turned-tax-specialist Sylvain Chartier starting working in financial planning in 1993. He regularly helps develop, write and give lectures and professional development activities. He has been involved with the IQPF for nearly 15 years, serving on the equivalency committee and the professional development committee. He was also a taxation mentor from 2008 to 2014, and he helped write the exams, as well as updating the tax content in the Collection de l'IQPF. He writes for specialized journals and regularly gives interviews as a financial planning expert for a variety of publications.

2016

Pierre Larose

A financial planner since 1992, Pierre Larose has worked in the world of finance since the 1970s. He has been an independent financial planner and life insurance broker since 1998. He got his start as an instructor in 1990, with the Association des intermédiaires en assurance de personnes du Québec (AIAPQ), and later shared his experience and knowledge as a tutor in the Personal Financial Planning Certificate program at Université Laval. He has been an IQPF instructor for over ten years, teaching courses on life insurance, case studies and the financial planning process.

2015

Michel Lavoie

Michel Lavoie is a certified professional accountant with a Master’s degree in Taxation from the Université de Sherbrooke. In 1995, he launched his own tax and financial planning consulting firm. His main areas of expertise are corporate taxation, business succession and estate settlement. In addition to his consulting activities, he often serves as a speaker, facilitator, columnist and expert for a variety of stakeholders in the field of finance. His interest in the profession inspired him to get involved with the IQPF by developing case studies and courses for financial planners.

2014

Fabien Champagne

A notary by training, Maître Champagne has been a financial planner since 1992 and has been involved with the IQPF for many years. He is the co-author of the Legal Aspects and Succession module in the Collection de l’IQPF, and has served as an instructor frequently, in both the professional training program and professional development courses. He has also served as a member of the IQPF examination validation committee. For over 10 years, he has been a mentor in the field of legal aspects and succession.

2013

Natalie Hotte

A financial planner since 1997, Natalie Hotte works as senior consultant, taxation, for National Bank Private Wealth 1859. She served on the IQPF Board of Directors from 1999 to 2007, where she is now serving as a tax mentor with her colleague Sylvain Chartier. She has given many seminars, lectures and courses on various tax and financial planning topics, and published several articles in specialized journals. She is involved with the Association de planification fiscale et financière and is a member of the Canadian Tax Foundation and the Canadian Pensions and Benefits Institute.

2012

Gilles Garon

A financial planner since 1994, Gilles Garon is the principal owner of a financial services firm in the Desjardins Financial Security SFL Partenaire network. Shortly after earning his financial planner diploma, he got involved with the IQPF, sitting on the board of directors from 1997 to 2000. His innovative mind was instrumental in the development of the integrated financial planning approach advocated by the IQPF.

2011

Thérèse Quirion

Thérèse Quirion works for Investors Group. She has been a Financial Planner since 1997, and a regional delegate for the IQPF for just as long. She is very involved in voluntary work, organizing fund raisers to help children in elementary school and sitting on the board of directors of an organization that assists people back into work.

2010

Robert McLaughlin

Robert McLaughlin served on the Board of Directors and the executive committee, and he chaired the IQPF pedagogical committee, but it is above all for his role as an instructor that he received the title of Honorary Member. He dedicates his time to education not only through the IQPF, where he provides both professional education and professional development activities, but also at the Université de Sherbrooke and the Université du Québec à Montréal, where he is a lecturer.

2009

Daniel Laverdière

The title of Honorary Member was bestowed on Daniel Laverdière in recognition for his generous contribution to financial planning. He has served as a member of the Board of Directors and on numerous committees, he has worked as an instructor, and he has authored the Finance column in La Cible magazine since 2003, to name just a few of the roles he has played within the IQPF. In addition to his involvement in the Institut, his expertise is also frequently in demand in the media.

2008

Henri Gagnon

Practising CA and F.Pl. Henri Gagnon is the Chair of the IQPF mentors’ committee and he has also served as a member of the Board. He has worked closely on preparing the financial planner diploma exams and has developed several professional development tools, including the Collection de l'IQPF and the Professional Standards. He was named Honorary Member in acknowledgement for his involvement in the creation of professional development tools that establish the professional competencies of financial planners.

2007

Guy Jasmin

Guy Jasmin earned his financial planner diploma in 1993, when he was already in retirement. He immediately got involved in the IQPF, sitting on the Board of Directors from 1994 to 1997 and on the executive committee from 1995 to 1997. Throughout this period he also contributed to several committees. From fall 1996 to fall 1997, he served as interim executive director. Mr. Jasmin was named Honorary Member for his contribution to the expansion and development of the IQPF and financial planning.

2007

Jean-Guy Grenier

Jean-Guy Grenier was one of the first 25 IQPF directors and then agreed to become the first executive director, for an 18-month term. As such, he was one of the principal architects of the IQPF’s current pedagogical approach. The honorary title of Honorary Member was granted to him in recognition for the role he played in the creation of the Institut and for his contribution to the profession of financial planner.