FP Canada

10/07/2026

What could AI mean for you when you work with a financial planner?

New international research released today, on World Financial Planning Day, explores how AI can help financial planners work more efficiently, enhance the service they provide, and make professional financial planning more accessible.

FP Canada took a closer look at the Canadian findings, including where AI is already making a difference and the concerns CFP professionals and QAFP professionals still have.

See what the research could mean for the future of financial planning in Canada: https://na3.hubs.ly/y0FGjC0

Financial Planning Standards Board Ltd.

10/01/2026

A will is one of those things many of us know we should have—but it can be hard to know where to begin.
Stephanie Douglas, CFP, and wills and estate Aly Virani, help make the process easier in a recent article.

They walk through some of the decisions you’ll need to make, including choosing an executor, naming beneficiaries, organizing information about your assets, and knowing when an existing will may need an update.

Whether you’re starting from scratch or revisiting a will you already have, this guide can help you take your next step with confidence.

Read the full guide: https://na3.hubs.ly/y0Fj1s0

09/28/2026

World Financial Planning Day is coming up on October 7. This global initiative raises awareness about the value of financial planning and how it can help people feel more confident about the future.

In this video from the Financial Planning Standards Board, professional planners from around the world share how having a plan can make a difference in people’s lives. Among them is Desmond Nwaerondu, CFP, a recipient of the 2025 FP Canada Emerging Leader Award.

A plan can help you understand where you stand today, where you want to go, and the steps that can help you get there. And with the support of a CFP professional or QAFP professional, you don’t have to figure it all out on your own.

Check out the video to learn more, and use the Find Your Financial Planner tool if you’re ready to connect with a professional near you who can help you plan for your future: https://na3.hubs.ly/y0DWrD0

https://na3.hubs.ly/y0DWkR0

Every financial decision, big or small, shapes our future. In celeb...

09/11/2026

As careers progress, financial responsibilities often grow, too. You may be managing a mortgage, saving for retirement, supporting children or aging parents, and working toward other goals—all at the same time.

In a recent article, Meghan Wassink, CFP, shares practical tips for navigating the mid-career years, including how to prioritize financial goals, increase savings, make the most of tax-efficient strategies, and protect the financial future you're building.

No matter where you are in your journey, taking the time to review your plan today can help you feel more confident about tomorrow.

Read the article now: https://na3.hubs.ly/y0CnrP0

09/02/2026

Starting to invest can feel overwhelming, especially when you're balancing competing priorities and long-term goals.

In a recent article, Kevin Cork, CFP, breaks down the fundamentals of investing, from building an emergency fund and understanding investment horizons to staying focused when markets fluctuate.

Check out this practical, approachable read if you're looking to start building wealth with confidence.

https://na3.hubs.ly/y0BShz0

08/28/2026

New to Canada? Understanding how the financial system works can feel overwhelming at first.

In a new article, Alim Dhanji, CFP, offers practical tips to help newcomers start building their financial futures. He touches on choosing a bank, building credit, filing taxes, creating a budget, and understanding savings and investment options such as TFSAs, RRSPs, and FHSAs.

Whether you're new to Canada or supporting someone who is, this article provides practical steps for navigating the financial system with confidence.

Read the article and share it with someone who may find it helpful: https://na3.hubs.ly/y0BzBL0

08/18/2026

With summer coming to an end, it's the perfect time to get a fresh perspective on your finances.

The FP Canada newsletter features personal finance tips and timely insights from CFP professionals and QAFP professionals. Whether you're planning for a major goal, managing everyday expenses, or looking to build financial confidence, you'll find expert guidance you can put into action.

Subscribe today and stay informed with trusted financial planning insights delivered directly to your inbox: https://na3.hubs.ly/y0zVxq0

08/10/2026

Think you can recognize a scam when you see one?

Sometimes it's easy. Other times, fraud can look surprisingly legitimate—and create just enough urgency to make you act before you've had a chance to verify the details.

In his recent article, Nick Hearne, CFP, shares practical tips to help Canadians protect themselves from fraud. Because prevention is about more than spotting red flags. It's about having a plan in place before something happens.

Take a few minutes to read it here: https://na3.hubs.ly/y0zrZy0

08/06/2026

Making the most of student life starts with an understanding of where your money is going. But figuring out how to manage it all can feel overwhelming—especially if you're handling a student loan or creating a budget for the first time.

In her new article, Laura Whiteland, CFP, shares practical tips to help students take control of their spending, prioritize what matters most, and build financial habits that can support their future goals.

Whether you're heading to college or university, or embarking on an apprenticeship, this article is a great place to start if you want to take control of your finances.

Check it out now: https://na3.hubs.ly/y0zfG00

07/23/2026

A tax-free savings account (TFSA) is one of the most flexible savings and investing tools out there—yet many people aren't sure how to use them effectively. From contribution limits and withdrawals to choosing the right investments, understanding the basics can help you make the most of the opportunities a TFSA offers.

In her latest article, Caval Olson-Lepage, CFP, explains TFSA basics in plain language, including how contribution room works, what to know before making withdrawals, and how to decide whether a TFSA or RRSP is the better fit for your goals. She also shares practical tips to help you get started and avoid common mistakes.

Check out the article now: https://na3.hubs.ly/y0yxnW0