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™ certification demonstrates a financial planner’s competence and commitment to high professional and ethical standards. QAFP® professionals have proven they have the knowledge, skills, and experience to provide holistic financial planning strategies to clients who are building their financial well-being and that are ideally suited to today’s speed of life.
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.
Please note the FP Canada Website, including the Find a Planner tool (www.FindYourPlanner.ca), will be unavailable from Friday, June 2 at 5:00 pm ET until Sunday, June 4 at 8:00 pm ET while we perform scheduled maintenance. We apologize for any inconvenience this may cause.
Our Certificant & Student Services Team is here to assist you from hours of 9:00 a.m. to 5:00 p.m. ET, Monday to Friday. You can reach them by phone at 1 800 305 9886 or 416 593 8587, or by email at info@fpcanada.ca.
Looking for your financial planner.
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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.