Resources for the Canadian Public


Find Your Planner Tool

Use this search tool to find the financial professional who is right for you. You may also use the tool to verify a financial planner’s certification status.

Visit the Find a Planner Tool


Consumer Website

Our website dedicated to helping Canadians prepare for life events and achieve financial and emotional well-being. Browse over 140 articles, videos and infographics.

Visit Consumer Site


Videos About Financial Planning

Explore our financial planning video series that was created to help you understand the process and benefits of financial planning with a qualified professional.

Explore our Videos


Here’s the Plan™ Newsletter

Subscribe to our monthly email newsletter for a selection of financial planning tips to help you prepare for life events and bring you closer to your life goals.

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