Frequently Ask Questions


Who is Success Plan Canada?

Success Plan Canada is a non-profit collective for professionals is the financial service, tax and legal profession. Our mandate is to educate Canadians and spread financial literacy.    

Who are the presenters?

They are local professionals in your community, such as financial planners, tax specialists and lawyers who volunteer their time. They are all accredited, licenced and reputable. 

What is the presenters motivation?

The presenters have professional practices in your community. They share their knowledge and expertise with the hope of building new relationships. 

What is the cost?

Our educational seminars are completely free and there are no obligations.

Will they try to sell me something?

No. You will never be asked to buy any goods or services. It is your decision to engage the experts after the presentation if you are interested in their professional services.

Will you constantly call and email me?

No. We only contact registrants to confirm their participation by email or phone. Future contacts only occur if you give personal consent.