Financial planning starts with getting a handle on your unique financial circumstances. A professional financial planner is trained to show you how to take a big-picture view of your financial situation and come up with strategies designed to help you maximize your potential for reaching your financial goals. That’s regardless of your age, income level, or background.
The sooner you start planning for your financial goals, the better prepared you’ll be to reach those goals.
To set you up for success, financial plans factor in the following elements and explore the following questions:
Read more about the basics on the path to financial wellness
It’s never too soon to start a plan for your future. A CFP® professional or QAFP® professional is a qualified, credentialed expert who can help you stretch your money at all stages of life.
The 2023 Financial Stress Index found that one-in-four Canadians who use a financial planner don’t have any financial regrets, compared to 17% of those who don’t. That’s probably because professional financial planners provide ongoing support and specialized advice so that you're financially resilient no matter where life takes you.
QAFP professionals and CFP professionals have the experience, knowledge and skills to support the financial needs of all Canadians. They’ve gone through a rigorous credentialing process requiring them to meet and adhere to a Code of Ethics, Rules of Conduct, Fitness Standards and Practice Standards: