‘Financial Planning: A Pathway to Improved Financial Resilience’ Report


July 2023

This Financial Resilience Institute report, commissioned by FP Canada and the Institut québécois de planification financière (IQPF) is published for everyone with a stake in the financial resilience and well-being of Canadians.

The independent research and analytics, leveraging the Institute’s peer-reviewed Financial Resilience Index model, provide data-driven evidence that people working with a financial planner and/or having and adhering to a financial plan have improved financial resilience outcomes and improved financial wellness.

Download the full report here

Download the whitepaper in English here

Télécharger ce rapport en français ici

Read about the study in this article published in Wealth Professional Canada Magazine

For any feedback, questions or comments on this report, please contact Author Eloise Duncan, eloise@finresilienceinstitute.org