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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.

Finding a Planner or Certificant in Your Area

  • Enter your city/province to find a qualified CERTIFIED FINANCIAL PLANNER® professional or FPSC Level 1® Certificant in Financial Planning in your area.
  • Use the advanced search option to locate individuals who speak certain languages, work with certain types of clients, or have specific areas of specialty.

All current CFP® professionals and FPSC Level 1 certificants will have their name, level of certification, status and location included in this directory. If they have provided additional details, they can be viewed by clicking on an individual’s name. Please note that contact information is not verified by FPSC.

If you would like more information about using this tool, or if you cannot find the individual you are searching for, please refer to our FAQs or contact us at, 416-593-8587 or 1-800-305-9886.

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Verifying the Certification Status of a Specific Planner or Certificant

The current certification status of a CFP professional or FPSC Level 1 certificant is automatically listed.

In addition, FPSC publishes Reports on Disciplinary Actions and public notice of upcoming Enforcement Hearings, where applicable, in the impacted profile.

This tool should be used as a resource to select a qualified planner in your region. While it is not an endorsement of any individual planner, you can rest assured that those listed on the tool have met FPSC’s rigorous certification standards and are in good standing with FPSC.

Learn more about financial planning and how to find the right planner for your individual needs.

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


Please note: The Find a Planner or Certificant search tool is available on FPSC's public website and as such is subjected to complete public access. FPSC does not monitor or control the use of information obtained through this publicly accessible tool.