Do you wonder how you'll fund your retirement? Financially preparing for your golden years can be stressful, but it doesn't have to be. From creating a budget that will help you achieve your goals, to withdrawing from your assets in a tax-effective way, there are steps you can take to ensure your transition to retirement is a smooth one. Check out these helpful tips for a low-stress retirement from Kelly Ho, CFP®, CCS™: http://spr.ly/6044mnpji #CFP #FinancialPlanning #RetirementPlanning
FP Canada
Non-profit Organizations
Toronto, Ontario 24,886 followers
Advancing Professional Financial Planning
About us
A national professional body working in the public interest, FP Canada™ is dedicated to championing better financial wellness for all Canadians by certifying professional financial planners and leading the advancement of professional financial planning. FP Canada is proud to have earned Great Place to Work Certification™ from the Great Place to Work Institute® Canada, the global authority on workplace culture. See www.fpcanada.ca and www.financialplanningforcanadians.ca for more information.
- Website
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http://www.fpcanada.ca
External link for FP Canada
- Industry
- Non-profit Organizations
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Nonprofit
- Founded
- 1995
- Specialties
- CERTIFIED FINANCIAL PLANNER® certification and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification
Locations
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Primary
902 - 375 University Avenue
Toronto, Ontario M5G 2J5, CA
Employees at FP Canada
Updates
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Maggie Flynn is a winner of FP Canada's QAFP Exam Award of Merit, which honours those who earn the top three scores on a given administration of the QUALIFIED ASSOCIATE FINANCIAL PLANNER exam. We wanted to learn the keys to Maggie's exam-writing success, and discover her top tips for finding a job in the field. "As you begin to look for your first financial planning job, I suggest taking time to familiarize yourself with the range of service options in the industry. Ask yourself about your values as a professional, and your financial planning strengths." Learn more in our latest blog post, which was written by Maggie: http://spr.ly/6049lNI9B #QAFP #FinancialPlanning
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FP Canada reposted this
I'm thrilled to share some exciting news—after months (and years) of hard work and commitment, I've officially passed the FP Canada CFP exam and earned my CFP® designation! This achievement is a big milestone for me, and I want to express a heartfelt thank you to everyone who supported me along the way —especially my wife, Emily MacDonald and the many mentors and colleagues who guided me: Tracey Postlethwaite, Jeff Gorman, CIM®, Bill MacLean, CFA, PFP®, BBA, Mike Holford, Darryl Zoback, John Naas, CFP®, FCSI®, CFA, Andrew Neatt, CFP®, CIM®, FCSI®, Stewart Galloway. A special thanks to Prof. Brian Gordon CFA, CFP, CIM, MBA, FCSI whose prep course was instrumental in helping me approach the exam with confidence. #CFP
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FP Canada reposted this
As I reflect on this journey, I am most proud to have gained a deeper appreciation for the profession. Thankful for the support of my TD colleagues. Ivan Ho Sandra Liu Jason Mulligan Tommy Huang, MBA, CFP, TEP, LLQP Stephanie Castle Kelly Lam #CFP #FinancialPlanning #ProfessionalDevelopment FP Canada
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When it comes to Canadians and their relationships to fintech, the financial planning profession must look beyond assumptions. In her recent Investment Executive op-ed, FP Canada President and CEO Tashia Batstone discusses the need to dig deeper and achieve a true understanding of those seeking financial planning advice — and how they wish to receive financial services: http://spr.ly/6041lxSsR #FinancialPlanning #CFP #QAFP
To deliver value, financial planners must move beyond tech assumptions
https://www.investmentexecutive.com
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Congratulations to the newest members of FP Canada's President's List! Ian Paulson, BComm, RRC, Erin Pedro, PFP®, Celine M., and Gordon Schneider earned the top scores on the June 2024 CFP exam: http://spr.ly/6048lqPtp VantageOne Financial Corp. RBC Meridian Credit Union Wealthsimple #CFP #FinancialPlanning #PresidentsList
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FP Canada and the Institute of Financial Planning are announcing the launch of new paths that will make it more streamlined for CFP professionals to earn the F.Pl. designation, and F.Pl. designation holders to earn CFP certification. This milestone will help planners serve clients across provincial boundaries, benefiting both professional financial planners and the Canadian public. It's all part of our mutual credential recognition framework, which will support our joint national financial planning strategy. We look forward to sharing more details in the months ahead! Institut de planification financière #FinancialPlanning #CFP
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FP Canada reposted this
I’m excited to share that I’ve officially passed the Certified Financial Planning (CFP®) exam! It’s an incredible honor and a moment I’ve dreamed of for a long time. After countless hours of dedicated study, it’s deeply rewarding to see my hard work pay off. Thank you to everyone who have supported me on this journey! I’m now looking forward to continuing to provide exceptional financial planning services to my clients. FP Canada
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Between vacations and restaurant patios, summer can come with some extra expenses. When fall arrives, you may find yourself wanting to revisit your financial priorities—and ensure you're on track to meet your goals. From fully committing to a financial plan to thinking longer term, check out our helpful tips for balancing your financial priorities: http://spr.ly/6047lrNe5 #FinancialPlanning #CFP #QAFP
6 Ways to Balance Your Financial Priorities
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FP Canada reposted this
Happy to share that I have passed the June CFP exam and will soon receive the designation from FP Canada . This is a major commitment to the profession and most importantly to the clients we serve, in providing the best advice we can. This was not an easy task and I couldn't have done it without the help of all my loved ones, and colleagues who have supported me on this journey. incredibly thankful.
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