ACCESS OUR SERVICES
Free 1-to-1 financial planning guidance for people facing financial challenges
Talk with a certified volunteer planner about your situation over the course of three sessions. No cost. No referral needed. The sessions are entirely free, and take place virtually or in person.
$0 cost
No referral needed
Matched in 1–2 weeks
Online or in person
100% certified professionals
Requirements
✓ You are 18 years or older
✓ You live in Canada
✓ You are facing barriers to accessing support
✓ No income restrictions
Common topics
RRSP and TFSA · Retirement planning · Debt · Budgeting · Navigating Canadian financial system · Saving for education · Buying a home. Feel free to ask any questions you have.
What happens after you submit?
We review your request
Our team checks your request within a few business days and confirms by email.
01
A few business days
We find your match
We connect you with a certified volunteer who fits your needs, language, and location.
02
1–2 weeks
You meet your planner
Free, private and entirely based on your situation. Online or in person. No pressure to buy anything.
03
Free & confidential
Ready to get free guidance?
It takes about 5 minutes to apply.
The Canadian Foundation for Financial Planning™ An independent registered charity connecting people living in Canada who are facing financial challenges with free financial planning guidance from certified professionals.
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CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and QAFP logo are those of FP Canada™. © 2026 Canadian Foundation for Financial Planning™. All rights reserved.