Canadian Foundation for Financial Planning
Publicly funded institution · Toronto, Ontario · BN 863648770RR0001 · Teaching Institutions · website
Source: T3010 return, FPE 2024-03-31. Split of total expenditures ($85,520) as filed with the CRA.
Canadian Foundation for Financial Planning is a charitable organization based in Toronto, Ontario, classified by the CRA under teaching institutions. It appears on the charity register the way hospitals, universities, and other publicly funded bodies do — to issue tax receipts — rather than as a donation-driven charity in the usual sense. In its fiscal year ending March 31, 2024, it reported $60K in revenue and $86K in expenditures. Spending exceeded revenue that year — the gap came out of reserves.
Its funding that year was roughly 97% from donations. In 2024, 2 other registered charities reported granting it a combined $45K.
Compared with 673 education institutions of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 7% of peers.
Its filed list of directors and trustees shows 9 names.
In its own words
The foundation's mandate is to improve the lives of canadians by supporting widespread access to the benefits of financial planning.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $60K | $86K | $19K | — | — | $35K |
| 2023 | $77K | $174K | $63K | — | — | $60K |
| 2022 | $85K | $154K | $89K | — | — | $158K |
| 2021 | $64K | $92K | $73K | — | — | $228K |
| 2020 | $61K | $48K | — | — | $5,000 | $255K |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Received $45K from 2 charities:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Caroline Dabu (director); Carolyn Fallis (chair); John De Goey (director); Daniel Collision (director); Chantal Lamoureux (director); Tashia Batstone (director and treasurer); Sylvain Tremblay (director); Shawn Brayman (director); Suzanne Boucher (secretary).
As listed on its 2024 return.
Check the source
Every figure on this page is from Canadian Foundation for Financial Planning’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 863648770RR0001), or read how we compute the receipt.