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We provide INDEPENDENT, UNBIASED professional, written, comprehensive planning service and advice. We recommend and implement strategies, services and products in all areas of your financial life to make you financially successful. Make the intelligent choice.

FP Canada Standards Council is the licensing body for the CFP® mark, internationally managed by the Financial Planning Standards Board (USA) and has been awarded the prestigious, international ISO 17024 Standard by the Standards Council of Canada. CFP® certification is the Global Symbol of Excellence in Financial Planning.  Visit FPSC at to learn about competencies, ethics, practice standards and engagement rules. All these are designed to protect you, the consumer.

TERRA FIRMA will enter into a formal planning engagement whereby, amongst others, we will address:

  • Planner Due Diligence and Fiduciary Duty
  • Scope of Services
  • Tenure and Timeframe
  • Compensation
  • Conflicts of Interest
  • Communication

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