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Financial Planning for Canadians
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Financial planning is more than budgeting, saving or having the perfect investment strategy. Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs.

Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life, and feel better able to indulge in their discretionary spending goals.

Financial planning is more than budgeting, saving or having the perfect investment strategy. Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs.

Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life, and feel better able to indulge in their discretionary spending goals.

Sounds pretty good, right? Let’s get started! Use our website to help you find useful, actionable information.

You can also watch our videos to help you get started on the road to financial confidence. 

Find a Planner or Certificant

Your choice of financial planner is an important one. An appropriately qualified professional has the ability to safeguard and enhance your financial and overall well-being, both today and in the future.

Use this tool to find a planner or certificant in your area, or to verify the certification status of a specific planner or certificant.

Here’s the Plan Newsletter

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