About Financial Planning
- Advocis (The Financial Advisors Association of Canada) – consumer information »
Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. Members are experts who can provide a full range of financial services, including estate and retirement planning, wealth management, risk management and tax planning.
- FPSC – Financial Planning Standards Council »
The FPSC develops, promotes and enforces professional standards in financial planning through the CFP certification and raises Canadian’s awareness of the importance of financial planning. It is FPSC’s vision to see Canadians improve their lives by engaging in financial planning.