The FP Canada Research Foundation™ is interested in funding financial planning research to enhance the financial well-being of all Canadians.
Explore our Submit a Proposal page to learn more about our research priorities and the process of submitting a research proposal to be considered for funding.
As financial planning practice continues to evolve, independent, unbiased research arms planners with practical techniques that they can implement to help clients achieve the best possible outcomes.
Explore our Research & Resources Page to access full research reports, research summaries and practice notes that you can use to apply key findings in your own business.
Professional financial planners play an essential role in the financial wellbeing of Canadians, and they need accurate and timely information to serve their clients effectively. It is important for financial planners to be armed with practical techniques, founded on solid research, that they can implement to see positive change in their practices. Support the FP Canada Research Foundation by making an investment in critical research today!
The Founders Club is a premium club for people who are passionate about supporting the development and dissemination of research that helps professional financial planners meet the increasingly complex needs of today's clients.
Portfolio Manager
Wellington-Altus Private Wealth
VICE CHAIR: CAROLINE DABUVice-President & Head of Enterprise Wealth Planning |
CAROLYN FALLIS, CFP®Professor - Financial Planning, School of Accounting & Finance |
SECRETARY & TREASURER: CARY LIST, CFP®President & CEO |
JOCELYNE HOULE-LESARGE, FP CANADA™ FELLOWPresident & CEO |
DANIEL COLLISON, CFP®Managing Partner |
SYLVAIN B. TREMBLAY, PL. FIN.Vice-President, Private Wealth Management |
View our 2019 financial statement.
View previous financial statements on the right.