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PlanPlus Launches a Canada Wide Financial Planning Awards Competition

PlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America.

Toronto, Canada, February 26, 2016 --( “There are many great financial planners in Canada who help solve the financial problems of their clients every day,” said Keith Costello, CIFPs President and CEO. “Unfortunately the media focus is too often on investments or products and not the value of financial planning advice. We are excited to be a founding sponsor for a competition that focuses on financial planning excellence, congratulate PlanPlus on the initiative and encourage our membership and advisors of other associations to participate.”

The contest is open to all Canadian advisors that hold a recognized professional designation, and that are in good standing with a financial planning association or other professional body. Planners must submit an actual client plan as their entry (with the client’s permission). A panel of qualified judges will review the plans based on the actions, creativity and professionalism that were demonstrated in the plan to help the client achieve their goals and objectives.

”This is the fourth year PlanPlus has sponsored global awards with a competition in Europe, Asia and the Americas,” said John Page, Chairperson and Head Adjudicator of the Canada and Global Financial Planning Awards. “In fact two Canadian CFP® planners have won for the Americas in two of the last three years. That said we felt it was important to recognize the outstanding talent in our own backyard, and that we give our advisors the opportunity to compete in a competition that’s exclusively Canadian.”

“As the winner of the PlanPlus Global Financial Planning Award for the Americas last year I can tell any advisor considering participation that it was an extraordinary and rewarding experience,” said Jason Pereira CFP®, a financial planner with Woodgate Financial, a branch of Investment Planning Counsel in Toronto. “The judges were basing their decisions on actual challenges put forth by real clients and recognition of the quality of real world advice and client success. I am sure the Canadian competition will open the door for many more financial planners to highlight the value of our profession.”

To find out more about the PlanPlus Canada Financial Planning Awards visit the awards website at

PlanPlus Inc.
For the past 25 years PlanPlus Inc. has been providing innovative investment and financial planning software and training to financial institutions, professional advisors and the general public. PlanPlus Planit has become a global industry leader with its groundbreaking multi-currency, multi language capabilities, and it is currently used in more than 30 countries around the world. For more information, visit:
Contact Information
PlanPlus Inc.
Elaine Hartjes, Marketing & Awards Manager
705 324 8001

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