What is Financial Planning?

Personal finances play an important role in every area of our lives. That includes buying our first homes, saving enough for an enjoyable retirement, managing our money in retirement, devising estate plans and determining the best insurance policies for our households.

Partnering with a Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional is an investment in your financial future.

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Latest Articles

Check out our most recent articles.

25 June, 2025
Navigating Your Finances During Divorce: A Primer
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Back to Basics: How to Approach Investing

Featured Articles

Explore a selection of timely articles.

28 May, 2025
Back to Basics: How to Approach Investing
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How Your Credit Score Impacts Your Financial Health
27 June, 2024
4 Financial Strategies for Buying a Home as a Young Adult
01 November, 2023
Financial Planning 101: The Basics

 

The Financial Stress Index reveals that the impacts of financial stress affect Canadians of all ages, from coast to coast. The good news is, if you’re struggling, you don’t need to go it alone.  


 

Learn about the 2025 Financial Stress Index

 

 

What's next?

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