Part of Financial Planning
Use a planner directory to find relevant services, location and language, then verify qualifications. FP Canada certification and securities registration answer different questions. Check investment registration separately where relevant and discuss fees, conflicts and the scope of advice before engaging someone.
Compare the 2 listed products below. Open a product for its terms and source links. Missing terms are not confirmed.
FP Canada
Find CFP and QAFP professionals by location, services and language. Contact details are supplied by planners, and other licences require separate checks.
Canadian Securities Administrators
Check securities registration for individuals and firms, including jurisdiction and registration categories. Registration is not a guarantee of suitability.
Request written fees, commissions, referral arrangements and ongoing commitments. A directory listing does not establish a particular planner price.
Contact details may be self-reported. Neither certification nor registration guarantees that every recommendation suits your circumstances.
No. Verify the applicable registration separately if securities services are involved.
Clarify whether you need budgeting, retirement planning, estate help or investment advice.
Verify credentials and the services the professional is authorized to provide.
Ask about direct charges, commissions and ongoing commitments.
General planning tools are not personalized financial, tax or legal advice.
Confirm current fees, rates and eligibility directly with the provider. Product terms can change over time. A listed product is not a recommendation or a promise of approval.
Availability must be confirmed for your province or territory. If product-specific location or eligibility information is missing, it is not confirmed.
For further guidance, visit Financial Consumer Agency of Canada.
This is general information, not personalized advice. Read our editorial policy and affiliate disclosure.
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