Awards & Recognition

2009 Canadian Investment Awards

• Best New Initiative - 3rd Place (Planipedia.org)

2009 IBM Beacon Awards

• Finalist - Software as a Service

2008 Canadian Investment Awards

• Advisor Education - 1st Place (IPC)
• Best Use of Technology - 1st Place (IPC)
• Best Use of Technology - 2nd Place (with NBCN)

2007 Canadian Investment Awards

• Advisor Education - 1st Place (Advice Transition Program)
• Best Use of Technology - 3rd Place (IPC)

2006 Canadian Investment Awards

• Best Use of Technology - 2nd Place (DIME)
• Best Use of Technology - 3rd Place (PlanPlus for Students)

Multiple Community Awards, City of Kawartha Lakes

FPA - Journal of Financial Planning - Financial Frontier Awards

• 2009 Income Replacement vs. Expense Based Insurance Needs
• 2007 Shawn Brayman winner of Global Research Challenge (Monte Carlo)

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