FP Canada Research Foundation™

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.

Active Requests for Proposals

FP Canada Research Foundation is seeking proposals for research in the following areas:

  1. The Implications of Culture on Financial Planning
  2. Optimizing Financial Planning Delivery by Leveraging Technology

The deadline for all applications is October 18, 2021.

 

Learn More

Research & Resources for Financial Planners

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.

Support the FP Canada Research Foundation

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!

Our Supporters and Partners
Thank you to our supporters for their generous donations and time in supporting the research priorities of the FP Canada Research Foundation.

    


We’re pleased to partner with these organizations on recent and current research initiatives.

      

 

 

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.
Board of Directors

CHAIR: CAROLINE DABU

Head of Wealth Distribution & Advisory Services
BMO Financial Group

CYNTHIA DUNCAN, MBA, CFP, CLU, FMA, FCSI, CIWM, TEP

In-House Financial Planning Specialist
Desjardins Financial Security Investments

VICE CHAIR: CAROLYN FALLIS, CFP®

Professor - Financial Planning, School of Accounting & Finance
George Brown College

DANIEL COLLISON, CFP®

Managing Partner
Advice2Advisors

TREASURER: TASHIA BATSTONE, MBA, FCPA, FCA, ICD.D

President & CEO
FP Canada

CHANTAL LAMOUREUX, LL. B., CRHA

President & CEO
Institut québécois de planification financière

JOHN J. DE GOEY, CFP®, FP CANADA™ FELLOW

Portfolio Manager
Wellington-Altus Private Wealth

SYLVAIN B. TREMBLAY, PL. FIN.

Vice-President, Private Wealth Management
Optimum Asset Management

Financial Statements

View our 2021 financial statement

View previous financial statements on the right.

2020  2019  2018  2017  2016  2015