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


July 2023

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.

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 info@finresilienceinstitute.org

The report complements StrategyCorp’s ‘Planning for Resilience’ report with Eloise Duncan a key report contributor and Financial Resilience Institute reports published for the ecosystem.