YOUR CHOICE OF
FINANCIAL PLANNER MATTERS

Your financial planner has the potential to directly affect your financial and emotional well-being, today and in the future. Do you know how to find the right financial planner—someone you can really trust? Do you have questions about the financial planning process? Are you curious how a financial plan can make a difference in your life?

The articles on this page will help answer these questions and many more, arming you with the information you need to make informed choices when selecting a professional financial planner.

The CERTIFIED FINANCIAL PLANNER® designation, long recognized as the standard for financial planning in Canada and around the world, provides assurance that the design of your financial future rests with an individual who has met the highest standards of knowledge, skills, abilities and ethics in the financial planning profession. Let us show you why.

 

Here’s the Plan™ Email Newsletter

Subscribe to our free monthly newsletter, Here’s the Plan™. Every issue includes a selection of actionable tips to help you prepare for life events and bring you closer to your life goals. Here's a sample.

Financial Planning 101

How Financial Planning Makes a Difference

The Financial Planning Process

Choosing Your Financial Planner

What Sets CFP® Professionals Apart

How You Are Protected