FP Canada site helps consumers connect with financial planning professionals

The consumer-focused resource aligns with the organization's IMAGINE 2030 vision

FP Canada site helps consumers connect with financial planning professionals
Steve Randall

FP Canada has taken another step in its mission to improve financial planning and financial wellbeing for Canadian consumers.

The organization has launched a revamped website providing resources arranged by life moment to help Canadians navigate their financial milestones and easily connect with a Certified Financial Planner professional or Qualified Associate Financial Planner professional.

It includes a redesigned Find Your Planner tool and articles from financial planners on a range of topics from planning to go to university through to leaving a financial legacy for loved ones.

"Whether they're going to school, preparing for the birth of their first child, emigrating to Canada, enjoying retired life, or somewhere in between, every Canadian can find content tailored to their lives on our new consumer website," says Tashia Batstone, President & CEO of FP Canada.

FP Canada’s 2023 Financial Stress Index found that 40% of Canadians who do not work with a financial planner say money causes them the most stress, whereas only 31% of Canadians who do work with one felt similarly.

Understanding the benefits of a planner

The site will help consumers understand the benefits of working with a financial planner including information on the many responsibilities planners have to their clients and how the FP Canada Standards Council protects the public interest and makes it easier to file a complaint about a financial planner.

"Canadians need this consumer website, which truly serves as an amazing resource for consumers as they look for partners to help them get a handle on their personal finances and begin their journey to financial health," says Nabila Mirza, a QAFP professional in Olds, Alberta. "It's a wonderfully designed conduit for planners and Canadians to connect, partner, and get to work creating and implementing financial plans together that will help them achieve lasting financial wellness."

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