Financial planning software firm PlanPlus announced Tuesday that Maria Luise Neuper has been named vice president, product usability and training.
“PlanPlus’ continued growth in Canada and internationally led us to create a new position focused on the challenges of keeping PlanPlus Planit simple to use while at the same time not compromising the accuracy of a comprehensive planning solution,” said Lynne Myles, PlanPlus executive vice president business transitions.
“Maria’s has over 10 years of financial planning experience in Canada and in the German insurance industry prior to that. Maria’s fluency in English, French, and German make her the perfect candidate to work with PlanPlus.”
Neuper has a taxation degree with a concentration in Financial Planning, and is certified through the Financial Planning Institute for Quebec (IQPF). In her previous role at National Bank Financial she was responsible for the training and support of several hundred advisors using PlanPlus.
Neuper says she is looking forward to working with the firm’s European team to serve current and potential clients
Based in Lindsay, Ont., PlanPlus Inc. has developed financial and investment planning tools and training for use by financial institutions, professional advisors and consumers.