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Canada’s financial planning firms lead their global peers in AI adoption
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Summary
Nine in 10 Canadian financial planning firms surveyed by the Financial Planning Standards Board said they already use AI or plan to adopt it within 12 months, leading global peers. But only 37 per cent reported having a comprehensive AI policy, compared with 23 per cent globally, and planners are calling for clearer guidance. FP Canada published responsible-use guidance in February 2026 and launched an AI professional-responsibility course in October 2026.