Clarity for your future. Support for your decisions.
Canplan Financial provides holistic planning and advisor support to clients, families and firms across Canada.
Why Financial Planning Matters
72% feel more confident
72 percent of Canadians who work with a financial planner feel more confident about their financial future compared to those who handle their finances alone.
2.5× higher savings
Canadians with a documented financial plan save more than two and a half times as much as those without a written plan.
69% feel financial decisions are harder
69 percent of Canadians feel financial decisions are getting harder, driven by rising costs of living, tax changes and uncertainty about the future.
3× more retirement confidence
Canadians who work with a financial planner are three times more likely to feel confident about retiring comfortably
Our Mission
CanPlan Financial exists to bring clarity, structure and confidence to the planning process for clients, advisors and institutions. The firm is committed to delivering disciplined guidance supported by professional expertise and a strong ethical foundation, helping people make informed decisions that stand the test of time.
Our Vision
The vision is to raise the standard of financial planning by creating an environment where individuals and advisors feel supported, capable and empowered to act with confidence. CanPlan strives to be recognized as a trusted partner that strengthens financial decision-making and contributes to long-term financial well-being within the communities it serves.
Our Strategy
Success begins with a deep understanding of the people being served. CanPlan designs tailored planning solutions, advisor training and case support that evolve as financial needs change. By integrating the expertise with practical industry experience and modern planning tools, the firm delivers strategies that are structured, reliable and aligned with meaningful, measurable outcomes.