Choosing a Financial Planner
Your choice of a financial planning professional is an important decision that will affect all aspects of your financial well-being, today and in the future. Use these tips to help find a qualified planner who is right for you. Sujets : Général Groupe cible : Grand public
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Financial Planning Can Help Anyone At Any Life Stage
Disponible en anglais seulement
When you have the right financial plan for your circumstances – covering every area of your financial life, from investments to tax planning, insurance needs and retirement planning – you can balance what you need and want today with the personal goals you have for... Sujets : Planification financière Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Nii Sackeyfio
416.593.8587 x307
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Financial Planning for Canadians
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FPSC is offering Canadians access to helpful, supportive information from the experts in financial planning standards. The commercial-free website is dedicated to helping consumers through information, education and product-free advice. Sujets : Général, Planification financière Groupe cible : Aînés, Femmes, Grand public, Parents, Personne à faible revenu, Personnes handicapées
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Allison Riva
(416) 593-8587 ext 228
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Financial Planning: Frequently Asked Questions
Frequently asked questions about financial planning Sujets : Général Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Financial Planning: Misconceptions
If you’ve never engaged in comprehensive financial planning, you might wonder about the process and whether it’s right for you. Here are the facts. Sujets : Général Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Find a Financial Planner
Your choice of planner or certificant is an important one. They have the potential to directly affect your financial well-being, today and in the future. Use this tool to find a CFP® professional or FPSC Level 1™ Certificant in Financial Planning in your area. You can search by geographical... Sujets : Général Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Global Financial Planning Survey
Disponible en anglais seulement
In November 2015, Financial Planning Standards Council released the results of a new study which confirms that the majority of Canadians lack confidence in their financial knowledge. This new global research was commissioned by FPSC’s international body, the... Sujets : Général, Planification financière Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Nii Sackeyfio
(416) 593-8587 ext 307
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Ten Questions to Ask Your Financial Planner
Finding the right financial planner is extremely important because your choice will almost certainly affect the security of your financial future. These questions will help you interview and evaluate financial planners to find a competent, qualified professional with whom you feel comfortable and... Sujets : Général Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Value of Financial Planning
The Value of Financial Planning, a three-year longitudinal study including close to 15,000 Canadians, reveals that Canadians with comprehensive financial plans feel they are saving more, living well, and experiencing higher levels of overall contentment in their lives.
Sujets : Général Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Caroline Horcher
(416) 593-8587, ext. 232 or 1-800-305-9886
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Your Annual Financial Planning Checkup
Disponible en anglais seulement
Financial planning, like life, is a dynamic process. Your goals and priorities may shift over the years as your lifestyle or circumstances change and evolve. After creating a comprehensive financial plan, revisit and revise it regularly so that you stay on track. Sujets : Planification financière Groupe cible : Grand public
Détails sur la ressource
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Financial Planning Standards Council
Personne ressource :
Nii Sackeyfio
(416) 593-8587 ext 307
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