IMAGINE 2030 is a vision of the future where all Canadians have access to professional financial planning that supports their diverse needs and where financial planning is a unified profession, recognized in statute and deemed essential by society.

By 2030

  • Financial planning is a unified, recognized profession, deemed essential by society
  • All Canadians have the financial confidence and well-being they need
  • All Canadians have access to professional financial planning that supports their diverse needs
 

Canadians

Canadians have embraced and have confidence in financial planning as an important professional service on the path to financial wellness.

 

Industry

Industry embraces professional financial planning, always in the client’s best interest.

 

Government

Governments recognize financial planning as a profession and support its broad accessibility, through appropriate policy and regulatory frameworks.

The Profession

The profession operates in the public interest; is accessible and inclusive; is holistic and client-centric; and remains current and relevant to Canadian society.

 

FP Canada™

FP Canada leads the evolution of financial planning as a unified profession that all Canadians can confidently rely on to deliver at consistently high standards.

 
 

More information

Download the IMAGINE 2030 overview, Benchmark Report and Progress Report for more information.

IMAGINE 2030 overview IMAGINE 2030 Benchmark Report IMAGINE 2030 Progress Report 2025–2030 Strategic Plan