PlanPlus Canada National Financial Planning Awards Winners Announced
The winners of the first annual PlanPlus Canada National Financial Planning Awards competition were announced at the Canadian Institute of Financial Planners' annual congress in Orlando, Florida.
Orlando, FL, May 28, 2016 --(PR.com)-- PlanPlus is pleased and honoured to congratulate:
Winner: Conrad Toner CFP, CLU, True North Retirement Counsel
First runner-up: Allan Norman CFP, CIM, MSc, Atlantis Financial Inc. (IPC)
Second runner-up: Jason Pereira CFP, CFA, MBA, Woodgate Financial Inc. (IPC)
Second runner-up: Sterling Rempel CFP, CLU, TEP, Future Values Estate & Financial Planning.
“This competition gave me an opportunity to showcase some of my most complex work for a detailed peer review," said overall winner Conrad Toner. "Winning was certainly a thrill! For me, it validates that my clients really do receive tremendous value as a result of the years I’ve dedicated to honing my craft.”
“The competition was so close that the judges deliberated for hours to determine the order of the winners,” said John Page, Chairperson and Head Adjudicator of the PlanPlus Canada and Global Financial Planning Awards. “It’s gratifying to see the high quality of today’s entries. We are excited to see the bar being set so high, and even more so knowing that the ultimate beneficiary is the consumer, who reaps the huge benefits that advice of this calibre provides."
Supported by all the professional financial planning associations in Canada, including the CIFPs, IQPF, IAFP, and FPSC, the PlanPlus Canada National Financial Planning Awards competition is designed to raise the profile of financial planning and give the public a better appreciation of the important role played by this profession. It is open to all Canadian financial advisors who are members in good standing with a financial planning association or other professional body and who hold a recognized professional designation. To compete, after first securing their permission, planners submit plans they have actually delivered to real clients. The adjudication is done by a panel of five expert judges based on the quality and breadth of the recommendations contained in the plans and how well they address the clients' best interests. Winners automatically advance to the finals of the PlanPlus Global Financial Planning Awards - Americas region, where they will face off against some of the best planners from the Americas.
"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 proud to be a founding sponsor for a competition that focuses solely on financial planning excellence."
To find out more about the PlanPlus Canada Financial Planning Awards visit the awards website at
www.planplus.com/ca/planpluscanadafinancialplanningaward
About 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: www.planplus.com
Winner: Conrad Toner CFP, CLU, True North Retirement Counsel
First runner-up: Allan Norman CFP, CIM, MSc, Atlantis Financial Inc. (IPC)
Second runner-up: Jason Pereira CFP, CFA, MBA, Woodgate Financial Inc. (IPC)
Second runner-up: Sterling Rempel CFP, CLU, TEP, Future Values Estate & Financial Planning.
“This competition gave me an opportunity to showcase some of my most complex work for a detailed peer review," said overall winner Conrad Toner. "Winning was certainly a thrill! For me, it validates that my clients really do receive tremendous value as a result of the years I’ve dedicated to honing my craft.”
“The competition was so close that the judges deliberated for hours to determine the order of the winners,” said John Page, Chairperson and Head Adjudicator of the PlanPlus Canada and Global Financial Planning Awards. “It’s gratifying to see the high quality of today’s entries. We are excited to see the bar being set so high, and even more so knowing that the ultimate beneficiary is the consumer, who reaps the huge benefits that advice of this calibre provides."
Supported by all the professional financial planning associations in Canada, including the CIFPs, IQPF, IAFP, and FPSC, the PlanPlus Canada National Financial Planning Awards competition is designed to raise the profile of financial planning and give the public a better appreciation of the important role played by this profession. It is open to all Canadian financial advisors who are members in good standing with a financial planning association or other professional body and who hold a recognized professional designation. To compete, after first securing their permission, planners submit plans they have actually delivered to real clients. The adjudication is done by a panel of five expert judges based on the quality and breadth of the recommendations contained in the plans and how well they address the clients' best interests. Winners automatically advance to the finals of the PlanPlus Global Financial Planning Awards - Americas region, where they will face off against some of the best planners from the Americas.
"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 proud to be a founding sponsor for a competition that focuses solely on financial planning excellence."
To find out more about the PlanPlus Canada Financial Planning Awards visit the awards website at
www.planplus.com/ca/planpluscanadafinancialplanningaward
About 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: www.planplus.com
Contact
PlanPlus Inc.
Elaine Hartjes
705-324-8001 x 307
www.planplus.com
Elaine Hartjes
705-324-8001 x 307
www.planplus.com
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