XY Planning Network is the leading organization of fee-only financial planners who specialize in working with Generation X and Generation Y clients.
Gordon Stockman and Florin Pop have brought XYPN to Canada to create a Canadian network that supports and encourages financial planners who want to beat a new trail in the provision of financial advice. We offer loads of help to assist you in running a better and more successful business.
Our mission? To provide a turnkey answer for new firms, existing financial planning practices, and large established firms looking to better serve next-gen clients.
Whether you’re an established financial planner already working with Gen X and Gen Y clients or you’re looking to start your own Advice for a Fee practice, XY Planning Network is here to help.
“They say it’s impossible to take a fiduciary oath in this industry. I have. Maybe, we just do not understand how you could not put your client’s interest first and foremost.”
Florin Pop, Co-Founder of XY Planning Network
“Financial planning is about people, so why are fees traditionally applied to the investments. Hourly fees or monthly retainers allow you to show that it is the person that is important.”
Gordon Stockman, Co-Founder of XY Planning Network
“Our Members understand that it is the Financial Planning that makes the difference. That is why we specialize in Financial Planning. The investment management should serve the Plan not the other way around.”
Florin Pop, Co-Founder of XY Planning Network
Keep in Touch
If you want to learn more about our network, our planners, and our mission, keep in touch with us and sign up to receive an e-mail every other week with the latest information, news, resources, events, and more.
XY Planning Network exists to facilitate the growth and success of financial planners looking to objectively serve Gen X and Gen Y clients, and we want to do that for all planners – not just our members.