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New to PFP? Our Personal Finance Portal (PFP) provides you with a streamlined and convenient way to manage your finances. PFP enables you to view all your financial information in one place, accessible 24/7 from any device, so you can easily track your portfolio, review your progress, and connect with us whenever needed.

New to PFP? Hi, this is your new and improved personal finance portal. It provides greater insights through a slicker design. Dynamic widgets will allow you greater control in viewing your financial future. For any assistance, please contact your adviser. App Installed! You can find PFP amongst your device's Apps.

What is Personal Financial Planner (PFP®)? The Personal Financial Planner (PFP ®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada’s largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client’s financial situation.

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A clear uncomplicated view of your finances in one place. On your desktop and as an app on your tablet and smartphone, your finances are beautifully brought together under a single login. Your personal data is exchanged using only the most secure methods. Notifications alert you when messages or documents are waiting to be read. App Installed!

2024年12月23日 · The PFP: Managing your finances at a time that suits you. The PFP isn’t just another tool—it’s your space to take control of your financial world and work with us seamlessly. The PFP can be accessed via the "portal login" at the top of right hand corner of the page.

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