Financial Planning Week 2021
November 21st to 27th, 2021 – Hip hip hooray, it’s Financial Planning Week!
We’re celebrating all week with a very special video series we’ve created to talk about WHY financial planning is important – for everyone!
Launched in 2009 and an integral part of Financial Literacy Month (November), Financial Planning Week is part of an ongoing effort by FP Canada and the Institut québécois de planification financière (IQPF) to raise awareness of financial planning as fundamental to the financial well-being of Canadians.
Along with other Financial Planners across Canada, our goal this week is to help people from all walks of life understand the value of financial planning. So much more than just budgeting and saving, financial planning is a process that sets you on a course to achieve your life goals, make your dreams a reality, and help create a world we can all be proud of.
Today I couldn’t be more proud to be a Financial Planner, which gives me and my team the opportunity to help so many people create a better life for themselves, their families, and the communities they live in.
Financial Planning Week 2020
Financial Planning Week, Nov 16-23 2020 is dedicated to raising awareness of the importance and benefits of professional financial planning for Canadians. My focus this week has been to highlight the importance of integrating planned giving into the financial planning process, and to have meaningful conversations around addressing the philanthropic needs of clients, opportunities that are being missed in traditional financial planning.
By “waving my magic wand” in these interviews, I invited my guests to make 3 wishes for the future of financial planning and philanthropic giving in Canada. The reality is that the majority of Financial Planners and Advisors have not yet fully integrated planned giving into the financial planning process, and that high net worth Canadians want to have these conversations.
I believe that Financial Advisors can play a major role in enhancing the impact of all charities and foundations by ensuring that meaningful conversations are taking place within all aspects of the planning process. When we join the CAGP and have these conversations within Advocis, our professional association, we can make a difference in the world and in the lives of others.
Financial Planning Week Interviews
Greg Pollock, President and CEO, Advocis – The Financial Advisors Association of Canada
“My wish is that as young people achieve greater financial literacy through school and initiatives like Financial Literacy Month, that they will continue learning to value money in a way that will help them understand the importance of philanthropy later on in life”
Mary Lynne Stewart, National Director of Philanthropy, March of Dimes Canada
“I think Financial Planning is a wonderful thing, and for any non-profit it’s a wonderful partnership, because you can talk to donors in a way that we can’t, and you can give that concrete, good advice so that they can look after the things they care about”
Paul Nazareth, VP Education and Development, Canadian Association of Gift Planners (CAGP)
“Really having an advisor to help a client articulate what they want to do, set some goals, and even open up some dreams…that’s where strategy and planning comes in. That’s what advisors can do – they build – they build financial security, and they build philanthropic dreams, and they make them come true”
Al Roberts, Managing Director, Almonte General Hospital / Fairview Manor Foundation
“So many people still don’t know that they can play such an important role in the quality of healthcare that they receive from their local hospitals…people’s investments in their local hospitals through philanthropy, through planned legacy gifts really determines the quality of healthcare that their families and community will receive on an ongoing basis.”
