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About Us

PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed software tools and training for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus has users in over a dozen countries and several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch, Portuguese and more.

Our Head Office services North America (French & English), and our China office services China, Hong Kong, Malaysia and Singapore. Additional sales and support services are located in the United Kingdom, Hungary, Argentina and Russia. PlanPlus services for the international market continue to expand as demand increases.



PlanPlus is an affinity partner of the Canadian Institute of Financial Planners (CIFPs)


and the International Association of Registered Financial Consultants (IARFC).


PlanPlus is an FPA Institutional Member.

A proud supporter of Planipedia, the first global financial planning encyclopedia