Lindsay, Canada, August 22, 2011 --(PR.com
)-- “Global Maxfin is committed to providing our advisors with a state-of-the-art technology platform to be better able to service their customers,” said Bruce Day, Global Maxfin President. “PlanPlus was the obvious firm to partner with since the PlanPlus Planit software integrates seamlessly into our Winfund back-office and Morningstar data along with excellent training and support for our advisors.”
“Research has shown that since the downturn, clients are looking for second opinions and better advice,” said Shawn Brayman, PlanPlus President. “Global Maxfin has recognized the need to support a stronger, integrated, financial planning tool.”
“PlanPlus is providing some of their modular planning calculators to all Global Maxfin advisors,” said Brian Lovshin, Global Maxfin National Sales Director. “Advisors who want to provide higher levels of planning service can subscribe for the more advanced cash flow based planning software or for our CFP®s, the full integrated suite from PlanPlus. It’s a win, win situation,” advised Lovshin.
About Global Maxfin Investments
Global Maxfin Investments Inc. is a dynamic growing Mutual Fund Dealership, committed to providing its Independent Advisors a broad range of products, services, and the support needed to grow an advisor's practice. Global Maxfin Investments Inc., with its affiliated companies, Global Insurance Solutions Inc., Global Educational Marketing Corporation, and Global Maxfin Capital Inc., offers its Independent Advisors a variety of marketing and Dual Licensing opportunities. Headquartered in Richmond Hill, Ontario, Global Maxfin Investments Inc. is a member of the Mutual Fund Dealers Association (MFDA) and The Investment Funds Institute of Canada (IFIC).www.globalmaxfin.ca
About PlanPlus Inc.
PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed software tools and training for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus currently has users in over a dozen countries and several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch, Portuguese, and more. www.planplus.com.