The Canadian Foundation for Financial Planning promises to provide financial education and pro-bono planning to underserved Canadians
The Canadian Foundation for Financial Planning has announced TD as a founding funder of its programming, which aims to expand access to financial planning across Canada.
Funded through TD’s corporate citizenship platform, the TD Ready Commitment, the foundation will provide financial education, pro-bono financial planning services, and online resources to Canadians in need.
The foundation, supported by TD’s funding, will focus on reaching populations that disproportionately experience financial hardship, including newcomers to Canada, low-income earners, youth, Indigenous Peoples, seniors, and people with disabilities.
According to the press release, the initiative promises to equip individuals and families with the knowledge necessary to build financial resilience.
The foundation’s approach emphasizes that financial resilience requires more than traditional financial literacy.
With TD’s donation, it collaborates with community partners and financial planners across Canada to provide accessible, culturally relevant seminars and webinars.
It also offers eligible Canadians dedicated financial planning sessions on a pro-bono basis.
Carolyn Fallis, chair of the Board of Directors for the Canadian Foundation for Financial Planning, welcomed TD’s involvement.
“We’re thrilled to receive support from an organization that truly understands the life-changing impact that financial planning can have, especially among historically underserved communities,” Fallis said.
She added that TD’s support is helping the foundation empower Canadians to build financial resilience and gain confidence in their financial futures.
Franceen Bernstein, vice president, Financial Planning Distribution at TD Wealth, highlighted the importance of financial education and advice.
“At TD, we believe that access to financial education and advice is essential to help individuals and families build and protect their financial well-being,” Bernstein said.
She noted that TD is proud to be a founding funder of the foundation, which is committed to equipping more Canadians with the knowledge and tools necessary for financial confidence and resilience.
| The Canadian Foundation for Financial Planning was established in 2024 by its founding members, FP Canada and the Institute of Financial Planning. As an independent registered charity, it aims to improve the financial well-being of Canadians by increasing access to financial planning. The foundation acknowledges the support of all its funders, including its founding partner, RBC Foundation. |
