FP Canada Research Foundation™

The FP Canada Research Foundation is an independent registered charity dedicated to funding financial planning research for the benefit of the public, financial planners, academia and industry.

 

The FP Canada Research Foundation is 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. This research helps professional financial planners meet the increasingly complex needs of today’s clients.

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 Resources Page to access full research reports, research summaries and practice notes that you can use to apply key findings in your own business.

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Read the latest Practice Notes

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!

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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.

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Board of Directors
CHAIR: JOHN J. DE GOEY, CFP®, FP CANADA™ FELLOW

Portfolio Manager
Wellington-Altus Private Wealth

VICE CHAIR: CAROLINE DABU

Vice-President & Head of Enterprise Wealth Planning
BMO Wealth Management
CAROLYN FALLIS, CFP®

Professor - Financial Planning, School of Accounting & Finance
George Brown College
SECRETARY & TREASURER: CARY LIST, CFP®

President & CEO
FP Canada
JOCELYNE HOULE-LESARGE, FP CANADA™ FELLOW

President & CEO
Institut québécois de planification financière
DANIEL COLLISON, CFP®

Managing Partner
Advice2Advisors
SYLVAIN B. TREMBLAY, PL. FIN.

Vice-President, Private Wealth Management
Optimum Asset Management

 

Financial Statements

View our 2019 financial statement. 

View previous financial statements on the right.

 

2018  2017  2016  2015