PlanPlus Global Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 06:57:41 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png PlanPlus Global Inc. – Investment Executive https://www.investmentexecutive.com 32 32 PlanPlus announces 2019 Global Financial Planning Awards winners https://www.investmentexecutive.com/news/industry-news/planplus-announces-2019-global-financial-planning-awards-winners/ Thu, 22 Aug 2019 18:54:37 +0000 https://www.investmentexecutive.com/?p=386051 First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas

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]]> Calgary advisor wins PlanPlus award https://www.investmentexecutive.com/news/people/calgary-advisor-wins-planplus-award/ Wed, 29 May 2019 19:08:58 +0000 https://www.investmentexecutive.com/?p=382564 Calgary and Ottawa advisors are runners up

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]]> PlanPlus honours winners of the third annual Canada Financial Planning Awards https://www.investmentexecutive.com/news/industry-news/planplus-honours-winners-of-the-third-annual-canada-financial-planning-awards/ Fri, 15 Jun 2018 18:00:32 +0000 https://www.investmentexecutive.com/?p=351499 Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax

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]]> PlanPlus opens 2018 Canada Financial Planning Awards competition https://www.investmentexecutive.com/news/industry-news/planplus-opens-2018-canada-financial-planning-awards-competition/ Mon, 26 Feb 2018 20:15:53 +0000 https://www.investmentexecutive.com/?p=347047 Judges will review submitted financial plans to determine which one creates the greatest value for the client

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]]> PlanPlus announces 2017 Global Financial Planning Awards winners https://www.investmentexecutive.com/news/industry-news/planplus-announces-2017-global-financial-planning-awards-winners/ Wed, 23 Aug 2017 20:30:00 +0000 https://www.investmentexecutive.com/uncategorized/planplus-announces-2017-global-financial-planning-awards-winners/ Woodgate Financial’s Jason Pereira wins Americas category

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]]> PlanPlus names Canadian winners of financial planning awards https://www.investmentexecutive.com/in-depth_/special-reports/planplus-names-canadian-winners-of-financial-planning-awards/ Wed, 31 May 2017 16:10:00 +0000 https://www.investmentexecutive.com/uncategorized/planplus-names-canadian-winners-of-financial-planning-awards/ Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

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]]> PlanPlus Global Financial Planning Awards call for submissions https://www.investmentexecutive.com/news/industry-news/planplus-global-financial-planning-awards-call-for-submissions/ Tue, 12 Apr 2016 17:30:00 +0000 https://www.investmentexecutive.com/uncategorized/planplus-global-financial-planning-awards-call-for-submissions/ Three winners will be presented their awards in September

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]]> PlanPlus launches Canadian financial planning competition https://www.investmentexecutive.com/news/industry-news/planplus-launches-canadian-financial-planning-competition/ Fri, 19 Feb 2016 20:40:00 +0000 https://www.investmentexecutive.com/uncategorized/planplus-launches-canadian-financial-planning-competition/ Winners will be recognized at the annual CIFPs conference

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]]> Toronto advisor wins PlanPlus award https://www.investmentexecutive.com/news/industry-news/toronto-advisor-wins-planplus-award/ Tue, 21 Jul 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/toronto-advisor-wins-planplus-award/ IPC’s Jason Pereira takes top prize for Americas region

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]]> PlanPlus to examine investor risk tolerance assessment practices https://www.investmentexecutive.com/news/industry-news/planplus-to-examine-investor-risk-tolerance-assessment-practices/ Tue, 30 Jun 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/planplus-to-examine-investor-risk-tolerance-assessment-practices/ The goal is help firms and advisors gain a better understanding of their clients

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