Working with a professional financial planner to achieve your financial goals is a long-term, collaborative relationship built on trust. Here’s what you should expect from them:
When you hire a QAFP professional or a CFP professional, you are hiring an advisor who has committed to put your interests first when providing you with financial advice and financial planning services to meet your goals. QAFP professionals and CFP professionals can receive sanctions from FP Canada, and even risk losing their certification, for violating the Standards. Clients and/or members of the public can make complaints directly to FP Canada.
If you are concerned about the advice or actions of your QAFP professional or CFP professional, you can make a complaint to FP Canada.
Some examples of behaviours that could result in a complaint include:
You can find a description of how FP Canada’s complaint process works, in our Complaint Process overview.