Who can help me succeed?

Want to feel more confident about your future? Financial planning can help! A CFP® professional or a QAFP® professional can work with you to create a clear plan to reach and maintain your goals.

Whether you're starting out, looking for help with a specific concern or a comprehensive financial plan, the right financial planner can make a big difference. Learn what financial planning is all about and use our Find Your Financial Planner tool to connect with a professional who's right for you.

FP Canada™ 2026 Financial Stress Index

While our ninth survey shows that money remains the leading source of stress for 43% of Canadians, there is good news. Most people— 85%— are taking positive steps to reduce their financial stress, including making the decision to work with a CFP® professional or QAFP® professional.

In fact, those Canadians who do work with a financial professional not only feel more hopeful about their financial future than they did a year ago, they’re also less likely to lose sleep due to financial worries (55%) compared to those who don’t (41%).

Learn more by checking out the FP Canada 2026 Financial Stress Index page.

2026 FP Canada Financial Stress Index


 
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The FP Canada™ Money & Milestones Survey

FP Canada conducted a survey to find out what milestones Canadians are saving for, how they’re saving, and the roadblocks to achieving goals. Read on for some great insights into how working with a professional financial planner can help you reach your goals.

 


 

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Building Your Foundations with the First Home Savings Account
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Featured Articles

Explore a selection of timely articles.

28 March, 2024
How to Optimize Your Tax Planning
22 November, 2023
5 Smart Ways to Use Your Tax Refund
02 October, 2023
Tips to Keep Tax Season Simple
02 January, 2023
RRSP or TFSA—Which is Better at Tax Season?
 
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