About

Vision:

A Canada where everyone has access to the financial planning knowledge, confidence, and support they need to improve financial health and build financial resilience. 

Mission: 

To change lives through the power of financial planning. We provide free financial planning programs to people across Canada who are financially vulnerable and face barriers to accessing support. We do this by partnering with community organizations and by mobilizing volunteers from the professional financial planning community. 

Values:

Inclusivity and accessibility – We strive to increase access to financial planning by removing the barrier of cost: our programs and services are offered free of charge to participants. We work to create safe spaces for learning by providing respectful and non-judgmental guidance and support. 

Collaboration – We partner with community agencies across the country to deliver programs that are culturally and regionally relevant. 

Integrity and professionalism – We focus on delivering evidence-based financial planning programs. Through our volunteer network, we uphold high ethical and professional standards and amplify the knowledge and expertise of the professional financial planning community.