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Top: Regional: North_America: Canada: Business_and_Economy: Financial_Services: Financial_Planning
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This category deals with the profession of Financial Planning on a national level. To be listed here, organizations and businesses must be national in scope. For the most part, Financial Planning is done face to face with the client, therefore most businesses involved in Financial Planning will find a home at the Locality or Provincial level. |
Financial Planning helps individuals, organizations and businesses set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, insurance, retirement and estate planning.
In Canada, regulations are set by each province. Currently, the Financial Planning Standards Council is the licensor of the designation Certified Financial Planner (CFP certification mark).
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This category deals with the profession of Financial Advisor on a national level. It does NOT accept listings for individual financial advisors or financial advising companies. Individual members of the financial advisor profession will be listed at the Locality or Province where their business office is located. |
Financial Advisors help individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, insurance, retirement and estate planning.
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