Find Your Financial Planner Now

Your choice of a 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.

There are two types of professional financial planners included in this tool:


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QAFP™ Professionals

Qualified Associate Financial Planner™ certification is a great way to start your career in financial planning. QAFP professionals have demonstrated the knowledge, skills, experience, and ethics to understand their clients’ everyday financial planning needs and to provide holistic financial advice for Canadians that fits their diverse lives and supports their goals. This certification can also be a stepping stone to CFP certification. This is where confidence begins.


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CFP® Professionals

Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the 'gold standard' for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

Notice: It’s important to be vigilant when engaging an individual to support you with your financial planning needs. CFP professionals and QAFP professionals are held to rigorous certification and professional standards. FP Canada recommends verifying financial planners' certification status by searching for their names on this tool.

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. 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.

You may also use this tool to search for individuals who hold the FP Retired status.

CFP Search Home

Looking for your financial planner.

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Important Information
  • 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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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.

If your planner holds additional designations (e.g. CPA, CFA, LLB etc.) and /or licenses (e.g. mutual fund, securities or insurance license etc.), for a more complete picture of their qualification and regulatory history, you should consult the appropriate professional oversight body (e.g. CPA Ontario for Chartered Professional Accountant in Ontario) or governing regulatory authorities forums’ web sites (e.g. Canadian Insurance Service Regulatory Organization (CISRO), Canadian Securities Administrators (CSA), Investment Industry Regulatory Organization of Canada (IIROC), Mutual Fund Dealers Association of Canada (MFDA)).


New to Financial Planning?

Visit our website created to help the Canadian public learn about the value of financial planning.
Learn more at FinancialPlanningforCanadians.ca.