Rogers Group Financial of Vancouver, B.C. has chosen PlanPlus Web Advisor as its personal financial planning software.

“Rogers Group Financial has provided independent financial advice, and implemented planned solutions with Canadians for over 30 years”, said Brett Simpson, financial advisor and president of Rogers Group Financial. “We support an independent advice model that recognizes the unique needs of our clients, and the considerable creative talents that our advisors bring to the table. Our review of available financial planning tools identified PlanPlus Web Advisor for its flexibility to provide a powerful combination of standard planning functions over a wide range of potential scenarios, while allowing the knowledge and experience of our advisors to guide customized client solutions”.

“Rogers Group Financial has been recognized as a leader, not just in B.C. but nationwide, as a financial planning and services firm of the highest caliber”, said Shawn Brayman, President of PlanPlus Inc. “Their business combines IDA investment services, insurance risk management and most importantly a professional financial planning service to ensure that client’s needs come first. We are excited to be working with their team and expect their feedback will help to keep PlanPlus Web Advisor at the forefront of planning solutions in the marketplace today”.