Who can help me succeed?

Want to feel more confident about your future? Financial planning can help! A CFP® professional or a QAFP® professional can work with you to create a clear plan to reach and maintain your goals.

Whether you're starting out, looking for help with a specific concern or a comprehensive financial plan, the right financial planner can make a big difference. Learn what financial planning is all about and use our Find Your Financial Planner tool to connect with a professional who's right for you.

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The FP Canada™ Money & Milestones Survey

FP Canada conducted a survey to find out what milestones Canadians are saving for, how they’re saving, and the roadblocks to achieving goals. Read on for some great insights into how working with a professional financial planner can help you reach your goals.

 


 

Your path to overcoming financial stress

According to FP Canada’s 2025 Financial Stress Index, Canadians say that money is their top source of stress. Let a CFP professional or QAFP professional get you on the path to financial well-being and help you decrease some of that stress.

Canadians who work with a financial planning professional, such as a CFP professional or QAFP professional, feel less stress about their financial futures. And our research has found that, over time, more and more Canadians who work with a financial planning professional express feelings of hope about their futures.

In 2025, 60% of those working with a planner felt hopeful compared to 56% in 2024, and 50% in 2023.

Top source of stress

2025 FP Canada Financial Stress Index


 

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