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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.

Ready to get started? To find a qualified professional to help you get started on your own financial plan, use our Find Your Planner tool.

And be sure to try these ideas to get the most out of Financial Planning Week:

Get Involved

Discover simple ways that you, your friends and your family can get involved in Financial Planning Week. Set yourself up for a successful financial future!

Consumer Research

Children and Financial Dependence Survey

A survey conducted on behalf of FPSC found that more than one third (38%) of parents with millennial children say those children are still financially dependent on them while one third say their millennial kids are still causing a financial strain on the parents. The survey also found considerable gender differences among parents’ intentions for their children (of all ages) and some startling regional differences as well.

Financial Blind Spots

A survey commissioned by FPSC found a significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed. The survey found that four-in-10 Canadians (39%) feel they don’t have their financial future under control, while three-in-10 (29%) admit they are overwhelmed with their financial options. 

More Resources

Consumer Website

Find stories, advice and information about how financial planning can help you navigate every stage of life.

Financial Planning Video Series

Get on the road to financial confidence with videos about financial planning, how to have difficult conversations about money, and women and money.


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The Value of Financial Planning ​Consumer Research

View our three-year study of almost 15,000 Canadians to discover the difference that financial planning can make to your financial and emotional well-being.

Value of Financial Planning cover

Join the Conversation

See what Canadians are saying about FPW 2017 and share your own experiences.

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Thank you to our Financial Planning Week 2017 sponsors
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