Be a savvy consumer. Before using this search
feature to help you locate a CFP professional qualified to help
you with personal or business finance issues, try our Test
your Financial IQ quiz to find out if you need to refresh
your knowledge first. You may find it helpful to review the
following because the better prepared you are for your search,
the more likely you will find the right planner for you.
PLEASE NOTE - Not all CFP professionals can be found
using this search function. If you want to verify that a planner
has earned CFP certification, consult our CFP
Professionals in Good Standing search feature or contact us
by phone (416.593.8587 or toll free at 1.800.305.9886) or by
e-mail. Also, contact us directly if you are searching for a Canadian CFP Professional who works offshore.
Begin your search here. You have 2 search methods to choose from:
Option 1. Choose by
Location
(This search function
locates CFP professionals living in Canada or the United States,
who have been licensed under Canadian requirements. For offshore searches, contact us at 1.800.305.9886 or by e-mail.)
OR
Option 2. Choose by
Postal Code (Canada Only)
(This search will result in the names
and profiles of planners who work within a 100-kilometre
radius of the location indicated by the postal code.)
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks