ABOUT US
Who We Are
The Canadian Foundation for Financial Planning™ is an independent registered charity dedicated to improving the lives of people living in Canada and facing financial challenges by supporting widespread access to the benefits of financial planning.
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.
Driven by Leadership. Supported by Community.
Behind our mission is a dedicated leadership team and a growing network of partners who make our work possible.
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.