Why choose a Certified Financial Planner® professional?
A CFP® professional possesses the expertise to skillfully navigate all aspects of your financial future, identifying and analyzing how different and sometimes conflicting areas impact each other. It is the financial planner’s ability to competently and professionally gain a full picture of your personal goals, needs and priorities, including the relevant interdependencies of all aspects of your financial situation, that provides you with the greatest value. This, coupled with the fact that CFP professionals have an ethical obligation to put your interests first, makes them the appropriate choice.
CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC® for a code of ethics, practice standards and the rules and regulations of their professional body.
The CFP designation, long recognized as the gold standard for financial planning in Canada, provides assurance that the design of your financial future rests with an individual who has met the highest standards of knowledge, skills, abilities and ethics in the financial planning profession.