David Field


Papyrus Planning

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
David Field

Member Bio

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Papyrus Planning is an advice-only financial planning firm focused on creating detailed and personalized written retirement income plans for Canadians. Advice-only means we work for you and no one else. No sales. No commissions.
Papyrus Planning is led by David Field—a Certified Financial Planner® and Certified Cash Flow Specialist—who has helped couples and individuals build customized retirement income plans that focus on their goals and priorities. He is the co-author of The Boomers Retire: A Guide for Financial Advisors and their Clients. Papyrus Planning is based in Mississauga, Ontario, Canada but is able to work with Canadians across Canada and abroad.


ESG & Impact Investing
Financial Planning
Insurance Planning
Retirement Income Planning


CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations




Assets Under Management

Practice Size


Investment License


Provinces Licensed (Investment)

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