As a financial planner, my goal is to look after my client’s financial health. To do this, I:
In performing this role, I must comply with the requirements of the Financial Planners Standards Council. This is the organization in Canada (outside Québec) that is authorized to grant Certified Financial Planner® designation (CFP) and to set the rules regarding the ongoing professional development of financial planners. The CFP designation is internationally recognized.
Financial planning is used to improve your financial health through simple and tangible means that take your needs into account and that is adapted to your situation. In this sense, a financial planner is your financial health partner.