Financial Planning Association of Canada

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Financial Planning Association of Canada A member driven organization that aims to elevate financial planning as a profession in Canada.

Link to our upcoming webinar: https://us02web.zoom.us/webinar/register/WN_H5auyoUORyaIRTCirkRrvg #/registration

The FPAC AGM isn’t just a date on the calendar. It’s how we stay transparent, on-course, and member-led.Each year, it gi...
18/06/2025

The FPAC AGM isn’t just a date on the calendar. It’s how we stay transparent, on-course, and member-led.

Each year, it gives us a clear moment to look back at what’s been built …

And make real decisions about what comes next.

We’ll be voting to confirm two new directors.
Reviewing this year’s financials.

And hearing updates from the committees doing the work.

But it’s not just about reporting.
It’s about direction.

Our members don’t just observe what’s happening.
They shape it.
That’s what keeps this organization responsive, evolving, and credible.

All full and retired FPAC members are entitled to vote.

Student and Affiliate members are welcome to attend and participate, even if they don’t hold a vote.

Last year, members voted to approve student membership.
That single vote brought over 100 new students into our community.

This year, we’re expanding that momentum, by introducing intern roles on the board for both students and early-career planners.

It’s a small change. But it signals something big.

We’re building a governance model that reflects the full spectrum of the profession.

So whether you’re attending to cast a vote, ask a question, or just listen in …

This is a meaningful space to take part in the future of in Canada.

So if you care about the future of financial planning in Canada …
Who shapes it, how it's led, and where it’s going …
Then join us online:

Thursday, June 26
12 p.m. ET / 10 a.m. MT / 9 a.m. PT

(Sorry! Members only.)

P.S. Members! Check your inbox for emails with the registration link, including in our latest monthly newsletter.

Not a member yet? You still have time to join before the AGM. After all, membership means having a voice.

09/05/2025
09/05/2025

The submissions are in. The Awards are underway.

“I think we should be so excited there are people wanting to elevate the profession — and show that it stands on its own.”

A huge thank you to all the across Canada who stepped up to compete in the Awards.

And to Brinsley Saleken of Macdonald, Shymko & Company Ltd., and all our sponsors, thank you for helping us reach this milestone.

So what now?

Now comes the fun part.

Judging is underway.
Experts are reviewing every submission.
The nerds are having a field day 🤓

Once judging wraps, finalists will be notified.

The winner of the 2025 Financial Planning Awards will be announced this fall — live in Nanaimo, B.C. — at the IAFP Symposium, hosted by The Institute of Advanced Financial Planners.

Stay tuned by following Financial Planning Association of Canada.

Want a front-row seat?
Join us in Nanaimo, Sept. 24–27, for the Symposium.

More Details:
https://www.fpassociation.ca/fpac-awards

To everyone who registered, thank you.

To our sponsors: we couldn’t do it without you.

You’re helping shape the future of financial planning. And it’s never looked brighter.

THIS IS WHO IS SPEAKING TODAY! Daniel CrosbyA keynote speaker who fills music venues and large crowd events and they flo...
08/05/2025

THIS IS WHO IS SPEAKING TODAY! Daniel Crosby

A keynote speaker who fills music venues and large crowd events and they flock to hear him talk about money!

Why?

Because he's:
- Insightful
- Relevant
- Relateable
- Engaging

What will his lessons do for you?

They'll make you wiser. They will make you a better Financial Planner.

You'll learn how to:
- communicate with clients better
- understand the interplay of money and emotions/behaviour
- help your clients stay on track with their plan more

This is a webinar you WANT to watch!

In just a few hours (1:00 PM EST )- Dr. will speak to FPAC.

It's OPEN TO YOU! Click the link and register!

WHAT ARE YOU WAITING FOR?!

https://us02web.zoom.us/webinar/register/4117443954091/WN_n6TGl90UTJG7xmznGxMi4A #/registration

https://www.instagram.com/p/DIeMTyipJZ1/?utm_source=ig_web_button_share_sheet&igsh=MzRlODBiNWFlZA==

Daniel Crosby, Ph.D. posted an exceptional resource that everyone who works with clients from a wealth/planning standpoi...
07/05/2025

Daniel Crosby, Ph.D. posted an exceptional resource that everyone who works with clients from a wealth/planning standpoint will benefit from. It's a paper on more effective communication with clients during turbulent times.

In a time when things are great - but the news can make it feel "terrible" - knowing how to communicate with clients is paramount. 👇

Daniel Crosby's work is world class. You always learn from him and his insights into human behaviour are evergreen and yet - he'll always find a way to teach you how to make them relevant.

This is why we are excited to have him speak at our webinar on Thursday May 8th!

This is open to the public and free! So if you are:
- a planner (or aspiring planner) looking to do better for your clients
- a client looking to learn more about how planners think
- a fan of Daniel Crosby (and let's be honest - who isn't?)

You should sign up!

Thursday May 8th at 1:00 p.m. ET
Be there - you won't want to miss out!

Zoom Link: https://us02web.zoom.us/webinar/register/4117443954091/WN_n6TGl90UTJG7xmznGxMi4A #/registration
Daniel's Paper:
https://orion.com/resource/communicating-with-empathy

Join Us for an Eye-Opening Discussion on Wealth and Meaning! Money can buy comfort, security, and even happiness—sometimes. But true wealth? That’s something deeper. Join us for an engaging session with Dr. Daniel Crosby, behavioral finance expert and bestselling author, as we explore "The Soul ...

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