(June 3, 2003) The Canadian Institute of Financial Planners elected its founding board of directors during its first annual meeting today, and named John Charrette as its first chair.

John Murray, director of policy and government relations of the CIFPs, said now is the time for sponsoring members to pass its responsibilities to the members. As such, over the last few months, the founding directors called for nominations for the new board and received over 60 submissions.

According to the CIFPs bylaws, the board consists of 15 directors. The election of the first flight of directors was fairly quick and easy, as the “general bylaw of the association provides for the founding board of directors to be proposed by the sponsoring members and elected by the initial members of the corporation.” In plain language, this meant Keith Costello, John Murray and Tamara Smith — all from CIFPs staff and IFIC — were the only ones who could nominate directors.

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    • Keith Costello read the list of proposed directors, which was unanimously accepted by the CIFPs members in attendance. The new board of directors includes:

    • John Barnett, CFP, CLU, CH.F.C., Bermuda
    • Paula Beer-Eligh, CFP, Rusagonis, New Brunswick
    • John Charette, CFP, Parkhill, Ontario
    • Keith Costello, Campbellville, Ontario
    • David Gobeil, CFP, CA, Stouffville, Ontario
    • John Kaszel, CFA, Richmond Hill, Ontario
    • Rod Landgraff, CFP, CLU, Kitchener, Ontario
    • Ernest Lawson, Lethbridge, Alberta
    • John Murray, Toronto, Ontario
    • Miklos Nagy, CFP, CFA, Toronto, Ontario
    • Ian Skaith, CFP, CIM, London, Ontario
    • Lloyd Snyder, CFP, Charlottetown, Prince Edward Island
    • Barbara Tarr, CFP, RFP, TEP, Toronto, Ontario
    • K.C. Tsirigotis, CFP, CIM, FCSI, Surrey, British Columbia
    • Marion Weisgerber, CFP, Watson, Saskatchewan

    Electing a chair and vice-chair was equally easy, as the CIFPs only had one nominee in each category. Along with appointing Charrette as chair, Marion Weisgerber was chosen as vice-chair.

    Charrette has been in the financial services industry for 25 years and currently works at CIBC in Parkhill, Ontario, serving a client base of high-net-worth business and agricultural clients. Weisgerber has been in the industry since 1974 and is employed at Watson Credit Union in Watson, Saskatchewan. She currently oversees a team that serves nine branches.

    • • •

    Jennifer McLaughlin, Advisor’s Edge, jmclaughlin@rmpublishing.com.

    (06/03/03)