Directory of CFP Professionals in Good Standing

If you are looking for a practicing CFP professional in your area, use our Local CFP Professional Google map tool.

FPSC certifies that the following individuals are currently CFP professionals in good standing. Planners highlighted in orange are accepting new clients - click on a name to view their full profile and contact information.



Select a letter below to browse CFP professionals by last name.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

 

PLEASE NOTE - if your planner is not listed, it is possible that they are listed under a different name, or their name is spelled differently, in our system.

This search function locates CFP professionals living in Canada or the United States, who have been licenced under Canadian requirements. For offshore searches, contact us at 1.800.305.9886 or by e-mail. If your planner has informed you that they are an FPSC-licensed CFP professional, but you are unable to find them with this tool, please contact our licensing department at (416) 593-8587. CFP professionals authorized by Financial Planning Standards Council (FPSC) to use the CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark should be able to produce their annual licence card or license certificate indicating the effective and expiration dates of their licence.

 

2010/2011 FPSC Licence Renewals

CFP Professionals can now renew their 2010/2011 FPSC licence online.

 

NEW CFP Certification Process

Effective July 1, 2010, the CFP certification process will change

 

Are You A CFP Professional?

Want your contact information included in Find a Local CFP® Professional? Update your profile at FPSC Online Services to include "Find a CFP" under volunteer opportunities.

 

FPSC Foundation

Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike.

 

Student Associates

A Website Exclusively for Students in the Process of Earning CFP Certification 

 

Programmes d’accréditation de CFP offerts en français

 

Standards Enforcement & Consumer Complaints

 

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.