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Company: PlanPlus Global Inc.

43 results found

First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas

  • By: IE Staff
  • August 22, 2019 October 17, 2019
  • 14:54

Calgary and Ottawa advisors are runners up

  • By: IE Staff
  • May 29, 2019 October 11, 2019
  • 15:08

Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax

  • By: IE Staff
  • June 15, 2018 July 22, 2019
  • 14:00

Judges will review submitted financial plans to determine which one creates the greatest value for the client

  • By: Leah Golob
  • February 26, 2018 April 6, 2019
  • 15:15

Woodgate Financial’s Jason Pereira wins Americas category

  • By: Leah Golob
  • August 23, 2017 December 19, 2017
  • 15:30

Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

Three winners will be presented their awards in September

  • By: IE Staff
  • April 12, 2016 January 22, 2018
  • 12:30

Winners will be recognized at the annual CIFPs conference

  • By: IE Staff
  • February 19, 2016 February 19, 2016
  • 15:40

IPC’s Jason Pereira takes top prize for Americas region

The goal is help firms and advisors gain a better understanding of their clients