Sponsors

The Cornerstone of Financial Planning Week: Collaboration.

Financial Planning Week is a national initiative aimed at consumers and industry stakeholders to help raise the awareness and importance of financial planning. Our initiative aims to help Canadians build a better financial future by effective use of planning.

Working in association with FPSC on Financial Planning Week 2011 is open to any organization with an interest in financial planning and we thank the following organizations for their support. 
 

Celebration of the Profession Reception Sponsor

 

The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners. Only professionals recognized by the IQPF are authorized to use the title of Financial Planner (F.Pl.). The IQPF is also the only organization in Quebec entirely dedicated to and reserved for financial planners.

 

Gold - Symposium Breakfast Sponsor

Established in 1817 and based in Canada, BMO Financial Group serves 13 million personal, commercial, corporate and institutional customers in North America and internationally. Our operating groups – Personal and Commercial Banking, BMO Bank of Montreal in Canada and Harris in the United States; Private Client Group, our wealth management business; and BMO Capital Markets – share one vision: to be the bank that defines great customer experience.

 

Gold - Symposium Lunch Sponsor

The CIFPs is a non-profit association of Canadian Certified Financial Planner® professionals. The association is an independent, effective, and powerful advocate for the CFP certification marks and the financial planning profession in Canada.

Membership is open to all Canadian CFP professionals, Associates who have completed their pre-license educational requirements, Students who are currently enrolled in a qualified educational program leading to CFP certification, and concerned investors.

CIFPs will advocate on behalf of its members and the CFP certification marks with regulators and the public. We won't let them forget that the CFP marks represent the highest standard for financial planners - here at home, and abroad. Please visit our website at www.cifps.ca, or call Robert Jeffrey at 1-866-933-0233 for complete membership details.

 

Silver Sponsor

Investors Group Inc. is a Canadian leader in providing personalized financial planning and is dedicated to building lasting client relationships. Our goal is to help Canadians provide for the people they care about throughout their lives.  Investors Group serves over one million clients through a dedicated Consultant network and staff team, working out of hundreds of Financial Planning Centres across Canada. Investors Group Inc. is a member of the IGM Financial Inc. group of companies.


Supporters of Financial Planning Week

 

The Financial Consumer Agency of Canada (FCAC) is an independent body working to protect and inform consumers of financial products and services.

With educational materials and interactive tools, FCAC provides objective information about financial products and services to help Canadians increase their financial knowledge and confidence in managing their personal finances.  FCAC informs consumers about their rights and responsibilities when dealing with banks and federally regulated trust, loan and insurance companies. FCAC also makes sure that federally regulated financial institutions, payment card network operators and external complaints bodies comply with legislation and industry commitments intended to protect consumers.
Follow @FCACan on Twitter
Subscribe to FCACan YouTube Channel

L'Agence de la consommation en matière financière du Canada (ACFC) est un organisme indépendant qui a pour mandat d'informer et de protéger les consommateurs de produits et de services financiers.

À l'aide de ses ressources éducatives et de ses outils interactifs, l’ACFC fournit des renseignements objectifs sur les produits et les services financiers afin d'aider les Canadiens à acquérir les connaissances et la confiance requises pour bien gérer leurs finances personnelles. L'ACFC les informe également au sujet de leurs droits et de leurs responsabilités lorsqu'ils traitent avec des banques et des sociétés de fiducie, de prêt et d'assurances sous réglementation fédérale. Elle veille aussi à ce que les institutions financières sous réglementation fédérale, les exploitants de réseaux de cartes de paiement et les organismes externes de traitement des plaintes respectent les lois et les engagements publics visant à protéger les consommateurs.
Suivez @ACFCan sur Twitter
Abonnez-vous à ACFCan sur la chaîne YouTube

 

The Institute of Advanced Financial Planners grants the (R.F.P.) Registered Financial Planner designation - the most advanced financial planning designation in Canada since 1987.  R.F.P.s are dedicated planners, capable of providing impartial, comprehensive advice for complex cases and committed to furthering the financial knowledge and well-being of Canadians.  The public can be assured when dealing with an R.F.P. that they will receive comprehensive advice from one of the most qualified financial planners in Canada.

  

 
CSI Global Education Inc. is Canada’s leading provider of financial services credentials and education. Valued for its expertise in Canada and abroad, CSI offers more than 170 courses and credentials, ranging from the well-known Canadian Securities Course, to popular designations such as PFP, CIM, CSWP, and the Fellow of CSI.

 

 

 

 

 

CCH Canadian Limited is proud to offer FPSC accredited CFP® Education Program leading to certification and the CCH/Advocis FPSC-approved Capstone Course in partnership with Advocis.  We also produce a variety of quality software, electronic research, and reference workflow tools for financial professionals, training and practice management support. CCH has been a trusted research partner for 60 years.  For more information on our valuable, comprehensive publications and software solutions, please visit www.cch.ca
 

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary membership association of financial advisors and planners in Canada. With more than 11,000 advisors and planners in 41 chapters across Canada, Advocis members provide financial advice, product service and employee benefit planning to millions of Canadians in a number of areas including estate and retirement planning, wealth management, risk management and tax planning. 

 

Media Sponsor

Launched in 1989, Investment Executive is Canada's newspaper for financial advisors. Investment Executive offers insightful, hard-hitting news and analysis for financial professionals - stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. Investment Executive is read by more than 125,000 financial professionals.