The FP Canada Research Foundation is an independent registered charity dedicated to funding financial planning research to enhance the well-being of all Canadians. We are also dedicated to disseminating research to financial planners to enhance their practice as well as to our academic partners and consumers.
We are committed to technical research that examines and challenges current practices in financial planning decision-making, behavioural research that examines the impact of human behaviour on effective financial planning and societal research that examines the benefits of financial planning on society as a whole.
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.
CHAIR: CAROLINE DABU Head of Wealth Distribution & Advisory Services |
DANIEL COLLISON, CFP® Managing Partner |
VICE CHAIR: CAROLYN FALLIS, CFP® Professor - Financial Planning, School of Accounting & Finance |
CHANTAL LAMOUREUX, LL. B., CRHA President & CEO |
TREASURER: TASHIA BATSTONE, MBA, FCPA, FCA, ICD.D President & CEO |
SYLVAIN B. TREMBLAY, PL. FIN. Vice-President, Private Wealth Management |
JOHN J. DE GOEY, CFP®, FP CANADA™ FELLOW Portfolio Manager |
SHAWN BRAYMAN Financial Planning Research Consultant |
View our 2021 financial statement.
View previous financial statements on the right.