What is Financial Planning?

Personal finances play an important role in every area of our lives. That includes buying our first homes, saving enough for an enjoyable retirement, managing our money in retirement, devising estate plans and determining the best insurance policies for our households.

Partnering with a Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional is an investment in your financial future.

Read more about Financial Planning →

 

The Financial Stress Index reveals that the impacts of financial stress affect Canadians of all ages, from coast to coast. The good news is, if you’re struggling, you don’t need to go it alone.  


 

Learn about the 2025 Financial Stress Index

 

 

 

Latest Articles

Check out our most recent articles.

18 March, 2025
Try These Tips to Tackle Your Financial Stress
18 February, 2025
Starting a Family? Remember These Financial Considerations

Income Tax Focus

Discover a collection of helpful tax season resources.

28 March, 2024
How to Optimize Your Tax Planning
22 November, 2023
5 Smart Ways to Use Your Tax Refund
02 October, 2023
Tips to Keep Tax Season Simple
02 January, 2023
RRSP or TFSA—Which is Better at Tax Season?

Featured Articles

Explore a selection of timely articles.

13 November, 2024
How Your Credit Score Impacts Your Financial Health
01 November, 2023
Financial Planning 101: The Basics

 

What's next?

Woman sitting outside looking at computer - golden hour