We Believe in a Better Industry

We are financial planners with a purposeful, positive vision

We are FPAC

The Financial Planning Association of Canada
The Financial Planning Association of Canada™ is a non-profit, volunteer-run organization and a values-based community with members from coast to coast.

Our mission is to build the financial planning industry of the future — one that is as professional, principled, and client-centered.

We do this through advocacy, community-building, peer support, continuing educational opportunities, and more — all of it rooted in our values of ethics, transparency, and fiduciary responsibility.
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Advocacy

Our mission is to raise the bar
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Community

A network for learning & uplifting
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Ethics

Values & standards that define us

Serving Clients, Supporting Advisors

FPAC is there for both planners & the public
As FPAC members, we believe financial planning is a profession that can be an unparalleled force for good in people’s lives.

When a member of the public chooses an FPAC-member as advisor, they are choosing someone who believes in the highest standards of professionalism, transparency, and client care.

When an advisor joins FPAC, they are choosing to join a community that shares insights across experience levels, seeks out opportunities to learn and grow, and uplifts each other every chance we get.

What People Say About FPAC

View the impact that FPAC has had on our members. Join the hundreds of others that see the impact FPAC is having on the Financial Planning industry in Canada.
"FPAC has been an immense value to me right from the start. You get to collaborate with a unique group of planners from across Canada who are committed to bettering each other, our industry, and ultimately Canadians as a whole. The breadth and depth of the member’s expertise are also on full display in the forum. Add in the monthly educational webinars, and you get exceptional learning opportunities for planners of all stages: an overall incredible resource to have access to in preparation for the CFP exam!"
Christian Battistelli
Christian Battistelli
Financial Planner, CI Assante Wealth Management
"I can't recommend FPAC high enough. I missed getting involved as a founding member due to being unsure of the value and finally joined after going independent. The information being shared, community discussions, and resources is well beyond the price of membership. Joining FPAC is one of my first recommendations to other advisors."
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Scott Sather
Founder, Financial Planner, Portfolio Manager, Awaken Wealth/Investments
"I’ve recommended to many people that they join FPAC, and I will continue to do so. The discussion forums are the best available for engaging discussion. The topics include the very technical, as well as practice management and client communication questions. The learning activities, including conferences and monthly webinars are always worthwhile. Most important, FPAC is a leader in the pro bono financial planning space, something we are badly lacking in Canada."
Jason Watt
Jason Watt
VP Professional Services, We Know Training
"I consistently mention the FPAC Forum itself is well worth the annual membership. The ability to ask questions and receive answers, different points of view, or just learn from others discussions is invaluable. Add the monthly webinars that are also full of new ideas (and approved for CE Credits), the ability to get to know financial planners from across the country, opportunities to contribute to national publications, and the ability to give back to the community, this is by far one of the top value-for-money in industry."
Brett Martinson
Brett Martinson
Financial Planner, Parallel Wealth Financial Group
"Membership benefits are seldom worth the dues you pay - FPAC is the exception. I happily pay the annual fee just for the forum and community of people within it."
Adam Chapman
Adam Chapman
Founder, Yes Money
"Pure, unadulterated, collaboration - with the singular goal of learning and bettering one another."
Aaron Hector
Aaron Hector
Private Wealth Advisor, Financial Planner, CWB Wealth
"FPAC provides the highest rate of return out there on membership fees. The value of the FPAC Forum alone is worth it, never mind the chance to ask questions directly to specialists presenting webinars, and the opportunity to belong to a thriving like-minded community. It’s not an exaggeration to say that FPAC plays a big part in making me the financial planner I want to be."
Morgan Ulmer
Morgan Ulmer
Financial Planner, Caring for Clients
"FPAC is probably the single best membership I have ever purchased, just the discussion alone and the ability to hop on here ask any questions and have very experienced CFPs help answer them are well worth the price. It is a tremendous tool for someone very new like me and I am very glad I took upJason Watt’s recommendation to join this while attending his class."
Jacky Kuk
Jacky Kuk
Owner, 1 Degree Planning
"If you are a financial planner looking to be in the company of fellow planners who are the best of the best in Canada - this is the place for you. Big hearts generously sharing experience and expertise with one another, and big hearts concerned with providing the utmost care for clients - oozes out in every conversation."
Billy Xiao
Billy Xiao
Principal, Mobius Planning
"There is no better community of financial planners who share an abundance mindset, and a passion for the profession as FPAC. The forum alone pays for the membership fees 10 times over.Complemented by the monthly educational webinars, this is an organization I would never consider leaving."
Mitchelle Shields
Mitchell Shields
Wealth Advisor, Senior Financial Planner & Insurance Advisor, Team LWC
"While most of us strive to be competent in most areas of financial planning, it is impossible to be an expert in all areas. It can be a challenge to locate, interpret, and apply accurate and unbiased resources on financial planning topics. FPAC and the community of fellow planners has been an invaluable resource in sharing information and working collaboratively to improve all of the members' knowledge and expertise. I highly recommend all financial planners that want to expand their skillsets, and engage with other like-minded planners, join to professionalize financial planning in Canada.
Cory Papineau
Cory Papineau
Senior Advisor, Financial Planning & Advisory Services at National Bank Financial
"As someone new to the financial planning industry being a part of the Financial Planning Association of Canada has helped me tremendously to better understand how things actually work for existing professionals. Having access to so many veterans with so much knowledge and experience is amazing.I really enjoy reading the forum just to see what other people are dealing with, and the best ways todo so. I feel I am being prepared for so many situations I didn’t even realize could exist."
Allan Buckingham
Allan Buckingham
Financial Life Planner & Educator, Outdoor Life Planning
"FPAC is a welcoming community full of intelligent people who are generous with their time. You never have to be concerned about asking questions, as we’re all here to learn and be the best advisors (and humans) we can be. Joining FPAC pushed me to complete my CFP much quicker than I otherwise would have. The financial cost to join FPAC each year is worth every penny!"
Trent Mackeen
Trent Mackeen
Co-founder and Partner, First Wealth Advisors
"FPAC is the association I have been looking for since entering the financial planning industry. A truly professional space where the advancement of real financial advice is central."
Taylor Hewson
Taylor Hewson
Certified Financial Planner & Portfolio Manager, TCM Financial Studio
"While I’ve found the educational events to be top-notch, for me, the forum is the most valuable aspect of the membership. It’s where I’ve connected with like-minded planning professionals who are indefatigable in their pursuit of advanced knowledge and giving back to the planning community. I read the forum every day and have found the abundance of expertise and camaraderie to be extraordinary. I haven’t seen anything like. Being in FPAC has made me a better planner, and I am grateful to be a member.
Natasha Knox
Natasha Knox
Founder, Financial Planner, Alaphia Financial Wellness
"If it’s true that you become like those you hang out with the most, FPAC is unquestionably the greatest hang-out spot. It’s where the best and brightest in our industry engage in intelligent, respectful conversation to help each other. If you want 1000% return on your membership investment, just engage in the Forum discussions a few times and you’ll see why it’s easily worth every penny. FPAC is your home if you care about making financial planning a true profession, raising integrity & professionalism"
Christopher Veilleux
Christopher Veilleux
Founder & CEO of Prairie Wealth Planning Consultants Ltd.
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