FP Canada appoints new directors to enhance financial wellness

FP Canada welcomes Moira Klein-Swormink and Susan Silma to its board, aiming to boost financial wellness for Canadians

FP Canada appoints new directors to enhance financial wellness

FP Canada has appointed Moira Klein-Swormink and Susan Silma as new directors at large.

Both will bring their expertise to the board, which serves Canadians, Certified Financial Planner professionals, Qualified Associate Financial Planner professionals, and other stakeholders.

The board's mission is to enhance financial wellness for all Canadians through the advancement of professional financial planning.

Klein-Swormink, currently the principal, Branch Development at Edward Jones Canada, has held various roles within the organization. She has worked as principal, Wealth Management Advice and Solutions; director, Client Strategies Group; and director, Branch Team Performance.

She has led numerous major projects and launched several new programs during her tenure at Edward Jones.

Klein-Swormink also has extensive experience in public and non-profit governance.

She has served 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 a volunteer advisor for the Fare Share Foodbank in Oakville.

She holds a bachelor’s degree from Western University and an MBA from Dalhousie University.

Silma, who currently leads member engagement transformation at one of Canada’s largest pension funds, is a lawyer and former regulator. She is passionate about improving the client experience in the financial services industry and promoting financial wellness for Canadians.

Throughout her career, Silma has driven transformative improvements in client outcomes and has worked with large banks, insurance companies, independent dealers, and a technology firm.

Silma has also been a dedicated volunteer and board member for over a decade at Community Living Toronto, an organization that supports individuals with intellectual disabilities. She holds a Bachelor of Laws degree from Osgoode Hall Law School and an 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,” said Tashia Batstone, president, and CEO of FP Canada.

“Klein-Swormink and Silma’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.”

“Championing financial wellness for Canadians is a passion of mine. It is what I do at Edward Jones Canada in my role as the Principal, Branch Development, and I am honoured to extend that commitment, after being appointed director-at-large with FP Canada,” Klein-Swormink posted on her LinkedIn account.

“The opportunity feels like a perfect fit allowing me to elevate financial prosperity with another organization which like Edward Jones, is committed to helping Canadians find financial wellbeing.”

In addition to these appointments, FP Canada has announced the departure of director at large, Pierre Piché. Piché is a retired executive with over 35 years of experience as an economist, financier, and investor in Europe and Canada.

He has played a significant role in helping FP Canada achieve major milestones and navigate recent shifts in the financial planning profession.

Ron Harvey, chair of the FP Canada Board of Directors, expressed, “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.”