About PlanPlus Inc.

PlanPlus Inc. is a privately owned corporation with its Head Office located approximately 100 km northeast of Toronto, Ontario, Canada. For the past 20 years, PlanPlus Inc. has developed various software tools 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 currently has users in a dozen countries and four languages (English, French, Spanish and Chinese).

MANAGEMENT TEAM

Shawn Brayman, President & CEO

• PlanPlus Founder
• 20+ years experience in financial services
• BSc (Math, Computers), MES (Expert Systems)
• Canadian Institute of Financial Planning
• Winner of 2007 "Financial Frontier Research Award" by Journal of Financial Planning
• International speaker on financial planning
• Chairman, FPA Asia Pacific Focus Group

Lynne Myles, SVP Business Transitions

• 25+ years experience in financial services industry
• Certified Financial Planner (1996)
• Faculty of the Wealth Enhancement Academy
• Speaker and trainer on financial planning
• Major contributing author Advocis Best Practices Manual, award-winning ATP Program

Larry Bowen, VP Operations

• Over 20 years of operational IT experience at EDS, others
• BA Mathematics, U. of Waterloo; majoring in Operations Research with minors in Computer Science and Statistics
• Experience in project management, client management, product development, and managing a call center

Brad Greer, VP Global Sales & China Operations

• VP and Director, Financial Planning Technology, Director, Financial Planning for Wells Fargo Bank Wealth Management Group and Private Client Services.
• Created the Wells Fargo Financial Planning Portal
• Created Wells Fargo Financial Planning training curriculum
• Developed financial planning metrics site to measure advisors' adoption of the firm financial planning process and the impact of financial planning on customers.
• Language skills (English, Spanish and Mandarin)
• Member FPA Global Advisory Council

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