Sounds pretty good, right? Let’s get started! Use our website to help you find useful, actionable information. www.FinancialPlanningForCanadians.ca
Find a Planner or Certificant
Your choice of financial planner is an important one. An appropriately qualified professional has the ability to safeguard and enhance your financial and overall well-being, both today and in the future. Use this tool to find a planner or certificant in your area, or to verify the certification status of a specific planner or certificant.
Here’s the Plan Newsletter Subscribe to our free bi-monthly newsletter, Here’s the Plan.
Every issue includes our selection of financial planning tips to help you prepare for life events and bring you closer to your life goals. Here's a sample.
Global Financial Planning Survey
In November 2015, Financial Planning Standards Council released the results of a new study which confirms that the majority of Canadians lack confidence in their financial knowledge. This new global research was commissioned by FPSC’s international body, the Financial Planning Standards Board, in partnership with FPSC in Canada.
The research was conducted in June and July of 2015, and involved over 19,000 adults in 19 different countries, including over 1,000 in Canada.