FINANCIAL PLANNING STANDARDS COUNCIL
The FPSCC is a non-profit organization incorporated in 1995 to establish and enforce uniform standards. The following organizations are members of the FPSCC.
Canadian Association of Financial planners, Canadian Association of Insurance and Financial Advisors, Canadian Institute of Chartered Accountants,Canadian Institute of Financial Planning, Canadian Securities Institute, Certified General Accountants of Canada, Institute of Canadian Bankers, Credit Union Institute of Canada, and the Society of Management Accountants of Canada. Institute of Canada, and the Society of Management Accountants of Canada.
CFPs must follow a professional Code of Ethics. The Code is designed to better serve you, the consumer, by requiring disclosure of pertinent information about a CFP and describing the behavior you should expect from your planner. A CFP is obliged to disclose relevant information that might affect the financial planning relationship, such as sources of compensation including fees or commissions, and any potential conflicts of interest that might compromise the planner’s objectivity.
The FPSCC will respond to alleged violations of the Code of Ethics brought to its attention in writing. If a CFP fails to meet the high standards of the Code of Ethics,appropriate disciplinary action will be taken by the FPSCC. The most severe of these actions is the revocation of the CFP license.
1600 - 505 University Avenue
Toronto, Ontario M5G 1X3
416-593-8587
BC CANCER FOUNDATION
The BC Cancer Foundation is an independent charitable organization that raises and stewards funds to support breakthrough research and compassionate care through the BC Cancer Agency. The BC Cancer Agency has four Centres in the Province including a Centre located in Kelowna for the Southern Interior. The Centre in the Southern Interior serves a population base of 750,000 from Hope in the West, Cranbrook in the East to Quesnel in the North and South to the border. Through gifts and bequests, The BC Cancer Foundation strives to raise funds necessary to provide a world class cancer treatment centre for patients and families in our communites.
399 Royal Avenue
Kelowna, BC V1Y 5L3
250-712-3921
CANADIAN NATIONAL INSTITUTE FOR THE BLIND
Non profit society provides services which help in adjustment to blindness: • counseling, rehabilitation aids and materials, career counseling • serving the visually impaired in the Okanagan Valley, East and West Kootenays • talking book library and low vision clinic.
Head Office BC-Yukon Division
1-800-563-2642
100-5055 Joyce St., Vancouver V5R 6B2
604-431-2121
CENTRAL OKANAGAN FOUNDATION
Established in 1977 with contributions from local families, societies and companies. The Foundation assembles and manages a collection of funds to serve the interest of the Central Okanagan in areas of arts and culture, children, youth and family, education, health and community service, and heritage, historical and conservation. A board of respected and dedicated volunteers governs the Foundation. Through gifts and bequests.
217-1889 Springfield Road, Kelowna V1Y 5V5
Exec. Director: Leanne Hammond Komori
861-6160
www.centralokanaganfoundation.org
THE KELOWNA GENERAL HOSPITAL FOUNDATION
Established in 1978, the Kelowna General Hospital Foundation (the “KGH Foundation”) is an independent charitable organization dedicated to the support of the Kelowna General Hospital and other health facilities and services in the Central Okanagan.
2268 Pandosy Street, Kelowna V1Y 1T2
862-4438
www.kghfoundation.com
OKANAGAN COLLEGE FOUNDATION
Okanagan College Foundation provides support to Okanagan College programs and students, meeting the needs of Okanagan communities, businesses and people.
Kathy Butler - Director of Development
Linda Way - Development Officer
1000 KLO Road, Kelowna V1Y 4X8
862-5630
www.okanagancollegefoundation.ca
VARIETY-THE CHILDREN’S CHARITY of BC
The Children’s Charity of BC care for children with special needs. By leaving a legacy you will be able to help these children far beyond your lifetime.You can make a significant contribution to the future, honour your family or a loved one, realize a philanthropic dream and, at the same time, take hold of the tax advantages that will minimize your income tax and benefit your heirs and estate or financial planning goals. You can make a personal difference in the lives of BC’s children of the future.
Peter Chipman, Director of Planned Giving
4300 Still Creek Drive
Burnaby V5C 6C6
1-800-381-2040
604-268-3887
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VERNON JUBILEE HOSPITAL FOUNDATION
Our vision is to increase and sustain revenue to meet the long-term healthcare needs of the community. Established in 1981, VJH Foundation is an independent society whose sole purpose is to raise capital funds for Vernon Jubilee Hospital. We receive no monetary assistance from VJH, Interior Health Authority or the Ministry of Health. The Foundation has the authority and responsibility to obtain financial support from the public for the Hospital’s equipment and patient care needs. Vernon Jubilee Hospital Foundation does not share donor lists with any other organization, nor do we undertake any door to door solicitation.
2101 32nd Street, Vernon V1T 5L2
558-1362
www.vjhfoundation.org
