Financial Planner Details | Financial Planning for Canadians

CFP^®, Certified Financial Planner^® and CFP^® logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP^®, Qualified Associate Financial Planner™, QAFP^® logo and all other trademarks are those of FP Canada™. © 2026 FP Canada™. All rights reserved.

FP Canada™ is a national not for profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. FP Canada awards the Qualified Associate Financial Planner™ certification and the Certified Financial Planner^® certification, the world’s most recognized financial planning designation. The information on this website is intended to provide general guidance and insights on various aspects of financial planning, such as choosing the right financial planner, working with a financial planner and achieving financial wellness. The information on this website is not intended to replace or substitute professional advice and FP Canada does not guarantee its accuracy, completeness, suitability, or reliability. Users of this website should consult with a QAFP^® professional or a CFP^® professional before making any financial decisions or taking any action based on the information provided.

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