You may be seeking help from a financial planner for a number of reasons, whether it be planning for retirement, or saving for your child's college education. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.
In you search for a competent financial planning professional, you need to be able to recognize who you can trust. Click here for helpful tips on choosing a financial planner and 10 questions to ask your planner!
Since financial planning is not regulated in most Canadian provinces, consumers must ensure their planner is indeed trained, certified, and held accountable in providing professional financial planning.
Canadians seeking competent and ethical financial planning services should look for the Certified Financial Planner® mark. CFP® professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting FPSC's strict standards.
You can find a financial planner with CFP certification in your local area on the FPSC website.
CFP certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set and enforced in Canada by FPSC. To find out more about the CFP certification visit the FPSC website.