Promoting financial planning research and education for the benefit of the public, financial planners, academia and industry.




The Foundation is committed to technical research that examines best practices in financial planning decision-making, behavioural research that examines the impact of human behaviour on effective financial planning and societal research that examines the benefits of financial planning on society as a whole.

Support the Foundation by making an investment in critical research today.

Founders Club

Thank you to our supporters and partners for their generous donations and time in supporting the research priorities of the Foundation.



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Understanding Your Own Financial Wellness

The Foundation conducted the Financial Wellness Study, in partnership with CPA Canada, to help Canadians assess, articulate and ultimately improve their degree of financial wellness. The study showed that by framing their view of financial wellness and what it means to them, Canadians can better identify gaps between their current and desired state and more effectively communicate with the financial planners who can help them reach their goals.

Based on the Financial Wellness Study and with the financial support of the Foundation, CPA Canada developed the Financial Wellness Guide, an interactive questionnaire that helps Canadians understand money basics and how to apply learnings in their own lives.

You may access the Financial Wellness Guide here.