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Our unique approach 

  • Quick, intuitive, self-service tool - ideal for a digital offering​

  • Promotes self-efficacy - belief in one's ability to succeed

  • Helps make choices based on what is important 

  • Removes obstacles that prevent taking action 

  • Ability to implement solutions immediately 

  • Provides advice you can trust - powered by the Canadian Institute of Financial Planning (CIFP) 

Every Canadian deserves access to personalized, actionable advice.

Most financial advice available to the Mass Market is generic, and individuals are left to figure out what information applies to them and what appropriate actions to take.  

getFinfluent:  a game changer for financial advice

© 2025 by Canadian Institute of Financial Planning

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