Bob Roy, FMA, FCSI, CSA
President

Robert (Bob) Roy has extensive experience and knowledge of the financial services industry and a proven career in the Trust Services, MFDA, IIROC and mutual fund industries that spans over 35 years. Bob is a key member of the executive team and is involved in every aspect of Partners In Planning Financial Group.

Throughout his career, Bob has held a number of senior positions with some of Canada’s leading financial service providers.

Sheila Will, B.Admin, CA
Chief Financial Officer

Since 2000, Sheila Will has been CFO responsible for financial reporting, audit, internal controls, insurance, taxation, commission and account of the Partners In Planning group of companies.

With over 20 years of experience in the financial management field, Sheila’s experience also includes the due diligence, financial analysis and financial integration of many acquisitions. She was instrumental in growing Partners In Planning Financial Group’s Assets Under Administration from $2.1 billion to $4.0 billion over six years.

Sheila has successfully completed the IIROC CFO Qualifying exam, the Partners, Directors & Officers exam and the Canadian Securities Course. She is also a member of the Institute of Chartered Accountants of Saskatchewan and the Risk Insurance Management Society.

Kathy Ferguson
Chief Compliance Officer

As Chief Compliance Officer for Partners In Planning Financial Services, Kathy has more than 25 years of experience in the securities industry as a stockbroker, regulator and compliance professional.  She was an investigator for the Alberta Securities Commission and Senior Investigator with the Alberta Stock Exchange.  Kathy has completed numerous securities courses, taught the Canadian Securities Course evening course for several years and has lectured on market manipulation, registrant compliance and enforcement issues.

David Girard, B.Ed, MBA
Vice President, Western Canada

David Girard has had a successful 25-year career in the financial services industry that includes banking, trust services and the investment industry.

David joined Partners In Planning in 2009, and works with Financial Advisors, Branch Managers and assistants to provide high levels of service and support in the following areas: branch development, recruiting, training and education, practice management, brand and regulatory compliance and local marketing.

Tim Kocsar
Vice President, Central & Eastern Canada

Tim has over 15 years of experience in the Financial Services Industry and is instrumental in Advisor recruitment, enhancing key administrative processes and client services.  A key resource in succession planning and the promotion of Advisor practices, Tim will be working closely with Advisors on practice management, compliance and recruitment initiatives.

Tim holds a Bachelor of Arts Degree from Simon Fraser University as well as a Post Graduate Degree in Business Administration from the British Columbia Institute of Technology.  He has also completed the Partners Directors and Senior Officers Course, the Canadian Securities Course and the CPH in addition to several insurance courses.  In 1991, Tim received the Foreign Service of Canada Certificate of Merit for his efforts in the Congressional Relations Department of the Canadian Embassy in Washington, DC.

Michelle Kilty
Executive Vice President, Sales & Business Development 

Michelle Kilty joined Partners in Planning Insurance Services in 2003.  With over 25 years of experience in the Insurance Industry, her focus has primarily been on the Sales, Marketing and Distribution side of the practice.  Michelle has held key positions in areas such as Group Benefits, Pensions, Distribution Training & Development, Sales & Advanced Planning and New Business Underwriting, and is currently Partners In Planning Insurance Services’ Executive Vice-President.  A valued member of the executive team, Michelle has a tremendous amount of experience in developing Advisor focused Marketing, Sales and Service cultures within an organization.

Stephen Clarke
Vice President Marketing

Stephen is responsible for all marketing and communications. His focus is on promoting the brand, building Advisor support tools and processes, as well as developing support strategies for Titan Funds.

Stephen holds a Hon. Commerce degree and a MBA in International Marketing.  He has nearly 20 years of successful experience in the wealth management industry.  He has lead the Marketing areas for several large Canadian mutual fund companies, security dealers (including both MFDA and IIROC) and most recently with an international investment bank.