Legal Notice
It’s important to be vigilant when engaging an individual to support you with your financial planning needs. CFP professionals and QAFP professionals are held to rigorous certification and professional standards. FP Canada recommends verifying financial
planners' certification status by searching for their names on this tool.
All FP Canada certificants are held to rigorous certification and professional standards. This directory includes each FP Canada certificant’s: name, certification,
status, location and—if applicable—disciplinary history with FP Canada. While the search results of this tool are not an endorsement of any individual planner, you can rest assured that those listed have met FP Canada’s rigorous
certification standards and are, unless otherwise noted, in good standing with FP Canada.
You may also use this tool to search for individuals who hold the FP Retired status.
Important Information
- FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.
- The contact information presented in this tool is provided by the individual planner and it is not verified by FP Canada.
- This tool is available on FP Canada’s public website and as such is subjected to complete public access. FP Canada does not monitor or control the use of information obtained through this publicly accessible tool.
If you have questions about the certification status of a specific planner, please contact us at info@fpcanada.ca, 416-593-8587 or 1-800-305-9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.
If your planner holds additional
designations (e.g. CPA, CFA, LLB etc.) and /or licenses (e.g. mutual fund, securities or insurance license etc.), for a more complete picture of their qualification and regulatory history, you should consult the appropriate professional oversight
body (e.g. CPA Ontario for Chartered Professional Accountant in Ontario) or governing regulatory authorities forums’ web sites (e.g. Canadian Insurance Service Regulatory Organization (CISRO), Canadian Securities Administrators (CSA), Investment
Industry Regulatory Organization of Canada (IIROC), Mutual Fund Dealers Association of Canada (MFDA)).
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