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Institute spokesperson
Mélanie Beauvais, FSA, FCIA, Pl. Fin., M. Fisc., is Chair of the Board of Directors of the Institute of Financial Planning.
A financial planner since 2014, she holds a Bachelor’s degree in Actuarial Science from the Université du Québec à Montréal and a Master’s degree in Taxation from the Université de Sherbrooke. She is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.
A member of the Institute’s Board of Directors since 2020, she has served as Treasurer and Vice-Chair before becoming Chair. She has also contributed to several Institute committees and has been involved in the development of training content presented at the Institute’s conferences.
Drawing on a deep understanding of the Institute’s ecosystem and stakeholders, she brings a rigorous and strategic vision focused on the evolution of the profession and on promoting best practices in financial planning.
The Institute’s purpose
The Institute of Financial Planning (the Institute) is first and foremost a training institute focused on what it does best, providing financial planning education.
The Institute makes the same promise to financial planners that they do to their clients: to be a resource and ally
they can count on to help them achieve their goals and grow—in this case, in their careers. The Institute also
pledges to remain receptive, accessible, and proactive in order to meet their needs for ongoing training and
support.
Graphic standards
The Institute of Financial Planning’s logo consists of two elements, the P/F icon and the name.
