Financial Planning is for Everyone

Financial planning is more than budgeting, saving or the perfect investment strategy. It sets you on a course toward achieving your life goals through the proper management of your financial affairs.

Canadians who engage in financial planning report significantly higher levels of financial and emotional well-being than those who don’t. They 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 life's challenges, and feel better able to indulge in vacations and other luxuries.
Sound's pretty good, right? Let's get started!


This website was designed to provide you with useful, actionable information. Here's how it works:

  • In Financial Planning for Your Life, we share stories and advice to help you manage the often messy realities of our daily lives. 
  • In Working with a Financial Planner, we'll arm you with information to take the next step on your path to financial confidence. 
  • In Find a Planner, we'll help you find the right professional for you. Your choice of a qualified financial planner is an important one to safeguard and enhance your financial and overall well-being, today and in the future.
  • In Videos, we compile all our videos from across this site to help you get started on the road to financial confidence. 
  • In Research, we'll summarize studies conducted by the Financial Planning Standards Council, which illustrate the importance of financial planning and how all Canadians can benefit from the help of a Certified Financial Planner® professional.

Here's the Plan™ Email Newsletter

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