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Institute spokesperson
Caroline Champagne, B.C.L., LL.B., MBA, ASC, C.Dir., is President, CEO and Secretary of the Institute of Financial Planning (Institute). She took office in 2025.
A lawyer with an MBA in financial services and an accredited mediator, Caroline Champagne has extensive experience in governance, compliance, ethics, and professional conduct within public and private organizations. A certified corporate director, she has held several management and strategic advisory positions in the financial products and services, securities, and real estate brokerage sectors, as well as in self-regulatory organizations.
Before joining the Institute, she was Director of Legal Affairs for the City of Montreal and Vice President of Supervision at the OACIQ. She has also served as Chair of the Bureau des présidents des conseils de discipline des ordres professionnels du Québec, as syndic at the Chambre de la sécurité financière, and as counsel for the IIROC, now CIRO.
She is recognized for her agility in constantly changing environments and her ability to mobilize teams to achieve ambitious goals.
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.
