Financial planning organization announces first-ever female president and CEO
FP Canada has broken new ground as it welcomes its new president and CEO.
Tashia Batstone, whose appointment was announced earlier this year, has officially begun her new role at the helm of the organization. She succeeds Cary List, who carried the torch for 15 years and will be retiring from FP Canada on June 30.
“I'm honoured to lead FP Canada, a purpose-driven organization that has such high aspirations for the wellbeing and financial confidence of Canadians,” Batstone said in a statement.
“I have seen first-hand over the past year how financial planners have stepped up to help Canadians navigate unprecedented challenges and regain their footing,” she said. “I look forward to working towards a future where all Canadians have access to financial planning and have the financial confidence and wellbeing they need.”
After beginning her career in academia, Batstone established herself as a seasoned financial services executive, with a body of leadership experience that includes leading many strategic transformational initiatives at the provincial and national level with Canada’s accounting profession.
“I am delighted to welcome Tashia, on behalf of the board of directors,” said Brett Millard, CFP and chair of the FP Canada Board. “Tashia's leadership skills, passion for financial planning and her depth of experience will be instrumental in FP Canada's continued success in advancing professional financial planning.”
“Financial planning today is at an interesting point in its evolution, with technology reshaping the nature of advice and the role of the human advisor,” Batstone said. “I look forward to working with all stakeholders to lead innovation and continue to maintain the highest standards for financial planners.”