Our environmental commitments focus on reducing our carbon footprint by prioritizing hybrid/virtual formats, digital-first practices to reduce paper use, and sustainability in our operations. Socially, we strive to foster an inclusive profession and workplace while expanding access to financial planning and promoting financial wellness for all Canadians. In governance, we emphasize ethical leadership, diversity, transparency, and robust oversight to ensure integrity, fairness, and trust.
 

Environmental

We recognize our responsibility to protect the environment and reduce our carbon footprint.

Focus AreasCommitment
  • Climate Impact Reduction – Minimize emissions from office operations, business travel, and events.
  • Sustainable Practices – Consider sustainability in procurement, vendor selection, and office practices.
  • Green Events & Exams – Transition to paperless materials and support & prioritize hybrid/virtual 
    formats.
  • Provide education programs, conferences, exams, and discipline hearings over virtual platforms to reduce carbon footprint and enhance accessibility.
  • Maintain a hybrid work environment to reduce travel, office footprint, and resource impact.
  • Limit in-person meetings, with increased focus on virtual meetings including for independent panels and committees of the Board of Directors. 
  • Engage in a digital-first philosophy that minimizes paper in day-to-day operations.
 

Social

We strive to create an inclusive profession; champion better financial wellness for all Canadians; and to ensure a safe, inclusive, and supportive environment for our employees and volunteers. 

Focus Areas Commitment
  • Financial Wellness - Increase access to financial planning for more Canadians 
  • Transparency and trust – Develop and promote standards that are in the public interest which enhance transparency and trust in financial planning.
  • DEI in the Profession – Support underrepresented groups build careers as a professional financial planner.
  • Community Impact – Partner with and support the Canadian Foundation for Financial Planning on the development and delivery of education and pro bono programs.
  • Employee Wellbeing – Ensure a healthy, inclusive, and supportive workplace culture for FP Canada employees. 
  • Volunteer Engagement & Recognition – Offer comprehensive support for FP Canada volunteers, recognize their contributions, and provide meaningful opportunities to advance the profession and public interest
  • Undertake research and promote public policy initiatives that supports the expansion of financial planning services to a broader population of Canadians.
  • Advocate on consumer protection, title protection, and professional standards.
  • Work with post-secondary institutions to promote financial planning as a career among diverse student populations.
  • Maintain Great Place to Work-Certified® status from the Great Place to Work Institute® Canada and commit to annual action planning to continuously improve.
  • Foster a workplace that celebrates diversity, promotes equity, and embraces inclusion, in alignment with our belief that creating an inclusive and diverse environment is crucial for driving innovation, enhancing productivity, and cultivating a strong and cohesive community.
  • Ensure equal access and participation for people with disabilities through compliance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2025 (AODA).
  • Support employee health and wellness through enhanced mental health benefits, a staff quiet room, human resources-led training opportunities, and staff-led activities.
  • Promote organization-wide volunteer opportunities through fundraising and events including an annual food drive and community volunteer day. 
  • Encourage employees to participate in their communities by providing eligible employees with up to two days of paid time off each year towards volunteering.
 

Governance

We implement governance practices that ensure accountability, transparency, and ethical leadership.

Focus AreasCommitment
  • Leadership Diversity & Representation – Ensure FP Canada’s board, leadership, and committees reflect the diversity of Canadian society.
  • Ethical Integrity – Uphold robust ethical standards for certificants and for FP Canada.
  • Risk & Innovation Oversight – Manage organizational risks responsibly while enabling innovation in financial planning and AI technologies.
  • Stakeholder Engagement – Strengthen partnerships with regulators, government, and other stakeholders to advance public interest outcomes.
  • Maintain an independent, diverse, and effective Board of Directors with a strong emphasis on policy governance to ensure accountability and strategic leadership.
  • Ensure a complaint intake and enforcement process that is fair, thorough, and transparent, prioritizing the protection of the public interest and the integrity of the financial planning profession.
  • Participate in the 50-30 Challenge - an initiative to attain gender parity (50%) and significant representation of members of other equity-deserving groups (at least 30%) on Canadian boards and in management.
  • Ensure commitment to impartiality through a strong governance framework, policies and procedures, whistleblower protections, and a Fairness Commissioner to support complaint resolution. 
  • Demonstrate commitment to responsible investing through an investment policy statement.
  • Invest in data analytics and information security to enhance data-driven decisions and data management and governance practices and improve the organization’s cyber resilience.
  • Manage and mitigate enterprise risk through a robust Enterprise Risk Management (ERM) framework, cybersecurity risks through a comprehensive Cybersecurity Program, and emphasize quality through a formal Quality Management System.
  • Focus on volunteer engagement and satisfaction by engaging more than 300 volunteers who dedicate their time and energy to FP Canada every year.
 

Strategic plan

Our strategic plan outlines the work we’ll do over the next five years toward achieving our vision of realizing “financial wellness for all Canadians".

Find out more