What is financial planning?

Personal financial planning is a way to optimize your financial situation and wealth, regardless of your age and means. It’s an essential step in realizing your dreams and reaching your financial goals.

Are your dreams achievable? How much will it cost to make them a reality? What are the best investments to put in your RRSP or TFSA?

Financial planners (F.Pl.s) can answer these and other questions about your financial situation.

What is the role of an F.Pl.?

Financial planners have acquired extensive expertise in personal finance, with the aim of creating a personalized action plan to help you achieve your goals.

Learn more about F.Pl.s

What does financial planning involve?

With expertise in seven areas of financial planning, F.Pl.s can recommend relevant, realistic strategies to reach your goals. Their aim is to help you carefully track your financial progress and make the right decisions at the right time.

Learn more about the 7 areas of expertise

How can financial planning help you?

Financial planners work with you to assess six situations likely to impact your planning, in an effort to draw up a broad profile and help you make informed decisions.

Learn more about the 6 situations

What is the role of the Institute of Financial Planning?

The Institute is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of financial planners.

Learn more about the Institute