Financial Planning

Financial planning is more than a set of tactics. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

Looking at the big picture

The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation (“the big picture”), and to identify and analyze the interrelationships among sometimes conflicting objectives. This unique integration of knowledge and skills across a broad range of topics distinguishes professional financial planning from other related financial advice. This requires the skills of a competent and ethical expert.

Finding the right financial planner

A financial planner is more than an investment advisor, more than an accountant or debt counselor. So how can you distinguish a competent and ethical financial planner? What is your due diligence to ensure you are hiring a professional planner who will act in your best interests?

Whether you are already working with a financial planner or you are looking to hire one, the resources in this section will help you to evaluate whether a specific financial planner is someone who you can trust and work with to attain your goals.

Why choose a CFP^® professional?

Certified Financial Planner (CFP), Certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation.

Learn more about the gold standard for financial planners, and the assurance it provides to clients - About CFP Certification >>