Maybe you’re a small business owner with complex financial concerns. You could have property or investments in another country and need to deal with cross-border taxation. You might even be managing an estate and need guidance on estate planning. If any of these situations sound familiar, a CFP professional would be the ideal expert to help you achieve success.
It’s your first real job and you want to hit the ground running. A QAFP professional can help you get set up, creating a budget that includes starting to put money away for future goals.
You may have a lot of different bills and conflicting priorities with family and managing debt. A QAFP professional can get your priorities in order, sort out your debt load, and help investigate strategies to create a realistic budget that may allow you to pay off debt, meet your responsibilities, and even put a little away for the future.
Working with a CFP professional or QAFP professional who you trust will help you succeed, no matter your age, income, or background. Get to know just a few of the professional financial planners working across Canada below!
QAFP® Professional, Sun Life Advisor Cambria Financial Solutions, Inc.
All CFP professionals and QAFP professionals follow a strict code of ethics and are trained to both help you manage your finances and offer advice on balancing your goals with your day-to-day responsibilities. They will listen to your needs, help you make a plan that fits your life, and work with you to adjust your plan as things change.
Working with a CFP professional or QAFP professional means you’re getting help from someone who is qualified, ethical, and focused on your priorities.
Check out these tips for finding a professional financial planner who can support your financial goals and set you on the path toward financial well-being.
Get actionable tips to help bring you closer to your life goals.
Sign up to receive our newsletter and other communications from FP Canada by entering your email address and clicking Sign Up. You can withdraw your consent at anytime. For more information, please review FP Canada’s Privacy Policy or contact our support team at info@fpcanada.ca
Find Your Financial Planner