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Eloise Duncan Jul 2023
Financial Planning: A Pathway to Improved Financial Resilience
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This Financial Resilience Institute report, authored by Eloise Duncan and commissioned by FP Canada and the Institut québécois de planification financière (IQPF) is being published for everyone with a stake in the financial resilience and well-being of Canadians.

This study, leveraging the Institute’s Financial Resilience Index model, looks at the extent to which working with a financial planner and/or having and adhering to a financial plan has a measurable impact on households’ financial resilience, wellness and well-being.

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Author: Eloise Duncan
Topic: Best practices, Financial well-being
Publisher: Financial Resilience Institute
Location: Canada
Format: Report, Reports/Articles
Content Type: Research
Publication Date: July 18, 2023