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:


QAFP™ Professionals

Qualified Associate Financial Planner professionals demonstrate a financial planner's competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skill, experience, and ethics to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence.


CFP® Professionals

Certified Financial Planner® professionals demonstrate the knowledge, skill, experience, and ethics to provide holistic financial planning strategies and solutions 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.

CFP Search Home

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Search by Location

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

QAFP 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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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