Like so many other Ontarians, you may want to work with a financial professional to plan for various financial goals. Knowing who to talk to when seeking financial planning or advisory services can be hard. To give you confidence when seeking advice from anyone using a Financial Planner or Financial Advisor, or similar, title in Ontario, FSRA requires these individuals meet a minimum standard of education and be supervised by a FSRA-approved credentialing body.
Learn more about these distinctions on the FSRA website.
