Life Live Confidently: Find Your Financial Planner Now

Your choice of financial planner is an important one. Use this tool to find a professional financial planner in your area or to verify the certification status of your planner. Two types of professional financial planners are included in this tool:

  • CFP® professionals, equipped to provide financial planning strategies and solutions at all levels of complexity, enabling clients to Live Life Confidently; and
  • FPSC Level 1® certificants, equipped to provide financial planning strategies and solutions for clients who have less complex financial planning needs.

All FP Canada certificants are held to rigorous certification and professional standards.
This directory includes each FP Canada certificant’s: name, certification, status, location and—if applicable—disciplinary history with FP Canada.

 

CFP Search Home

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Search by Location

Easily browse all certified financial planning professionals in your area by entering your city, region or postal code.

FPSC Level 1 Certification
CFP Certification

Search by Name

Verify the certification status of a specific professional by entering their first or last name.


Advanced Search

Access Advanced Search filters such as languages spoken or areas of focus to zone in on professionals in your area who meet your specific needs.

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The Fine Print
  • While the search results of this tool are not an endorsement of any individual planner, you can rest assured that those listed have met FP Canada’s rigorous certification standards and are, unless otherwise noted, in good standing with FP Canada. If you have questions about the certification status of a specific planner, please contact us at info@fpcanada.ca, 416.593.8587 or 1.800.305.9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.
  • FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.
  • The contact information presented in this tool is provided by the individual planner and it is not verified by FP Canada.
  • This tool is available on FP Canada’s public website and as such is subjected to complete public access. FP Canada does not monitor or control the use of information obtained through this publicly accessible tool.
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Currently Practising
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Status
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Disciplinary History
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If you can’t find the specific individual you’re searching for, please contact us at info@fpcanada.ca, 416.593.8587 or 1.800.305.9886. Our office is open from Monday to Friday, 9:00 a.m. to 5:00 p.m. ET.

New to Financial Planning?
Visit our website created to help the Canadian public learn about the value of financial planning.
Go to FinancialPlanningforCanadians.ca