The Financial Planning Coalition was formed in 2009 to establish a framework for a profession for those holding themselves out as financial planners in Canada. The Coalition advocates for the official recognition of financial planning as a distinct profession that will best serve the interest of Canadians. It's a matter of trust.

We know financial planning matters

  • On Track With Financial Affairs

    81%
    Comprehensive / Integrated
    44%
    No Planning
  • Feel Prepared in Event of Unexpected Emergency

    60%
    Comprehensive / Integrated
    28%
    No Planning
  • Feel Prepared to Manage Through Tough Economic Times

    65%
    Comprehensive / Integrated
    36%
    No Planning
  • Feel On-Track to Retire When They Want To


    50%
    Comprehensive / Integrated
    22%
    No Planning