"I have been a fan of PlanPlus products since 1995 and have recently begun using the PlanPlus Web Advisor. The PlanPlus Web Advisor is reasonably priced, and the charts and graphs are excellent and easily understood by clients. The power of this program is exceeded only by the personal attention given by PlanPlus staff, who are personally committed to seeing that users benefit fully from this great program. I recommend it without reservation. It's been a delight dealing with PlanPlus and your web site. I look forward to your next release!"

Rick Johnson, CFP, CLU, CH.F.C.
Director, Practice Advisory Services
Advocis
The Financial Advisors Association of Canada
Preparing, Promoting and Protecting Advisors
We're Here to Champion Your Success

"I've been using financial planning software since 1982. Over the last 18 years there have been lots of changes! We often check out the new stuff, but Page & Associates have been PlanPlus users since 1987. For a number of years our advisors have averaged $8,000 per client per annum in gross revenue generated. This is a direct result of our 'process', which utilizes PlanPlus for plan generation. PlanPlus is the choice of most of the comprehensive financial planners that I know."

John Page
President
Page & Associates

"We are thrilled with both the application and the acceptance it has received from our Investment Advisors. This tool allows us to enhance both our professionalism and productivity. We feel strongly that by doing a Client Financial Assessment at the outset of the relationship and ensuring that Investment Policy Statements are at the heart of the investment process, the financial solutions we propose will be even more closely aligned with our clients' needs."

Gordon Gibson,
Senior Vice President and Managing Director
National Bank Financial

"The introduction of PlanPlus Web Advisor is key to providing simple, financial help to our members by engaging them in discussions around their life goals and creating action items that will help achieve their dreams."

Trudi Kloepper,
Senior Vice President, Investment Services
Coast Capital

"A good financial planning tool is the key to assessing Altamira client needs and formulating solutions for them in order to achieve their goals. The Investment Policy Statement (IPS) in particular plays a significant role as such. It has become the 'roadmap' for Altamira customers and their financial futures."

"Altamira selected PlanPlus as its partner in delivering a financial planning solution to its high net worth clients because of the excellence of Web Advisor™. The implementation of PlanPlus Web Advisor™ within Altamira allows our advisors to provide better plans and solutions for our clients."

Anne Wildfong,
Vice-President of Private Wealth
Altamira

"PlanPlus impressed me right through the sales process. They took the time to address all of my questions and concerns. The integration of back offices into their software was a big win for us, our advisors can save a great deal of time downloading the account information directly into the software."

Richard Stefansson,
Wealth Manager
South Interlake Credit Union

"Our choosing and implementation of the PlanPlus Web Advisor software has been fairly seamless. PlanPlus took a great deal of time while I researched their offering and answered all of the questions that I had. They were very honest about both benefits and limitations. We worked closely to convert data from the desktop version we had used. The ability to download data directly to the software package has been a huge benefit. I would recommend this solution to other firms."

Trevor Beaton,
Manager of Wealth Services,
Lloydminster Credit Union

"PlanPlus Web Advisor is a comprehensive financial planning program with impressive professional documents, excellent step by step training modules, and a qualified and responsive support system. Education Credit Union has been using the PlanPlus program for over a decade. We are impressed with the constant upgrades and continued enhancements. We proudly endorse PlanPlus Web Advisor as a comprehensive financial planning tool."

Stewart Duckworth
Education Credit Union

"As Common Wealth Credit Union established it's new Wealth Management subsidiary, Common Quest Financial, it was imperative that the clients who were being served received the most effective, comprehensive and simple solutions. PlanPlus software encompasses all of these characteristics and in doing so, allows the Common Quest team to focus on developing trustworthy relationships with our clients."

Common Quest Financial

"Canaccord has been extending our product and service offerings for high net worth individuals, a strategic aspect of which was to implement a corporate standard for high quality Investment Policy Statements. We also wanted the ability to evaluate the impact of our portfolio recommendations in our client’s life plans. PlanPlus Web Advisor provided us with the type of integrated and flexible platform we felt we needed for our advisors."

J.P. Lavoie,
VP of Product Development
Canaccord

"Rice Financial decided to integrate and adopt PlanPlus Web Advisor because of its superior financial planning capabilities and the ease with which we could integrate it to our existing CENTRAC system. Rice Financial services over 85,000 clients in Ontario and Western Canada through both branch and independent channels. We wanted a solution that would allow us to provide quality investment planning and financial planning services quickly and easily, and lever our existing technologies."

Fred Wing,
Executive Vice President
Rice Financial

"Rogers Group Financial has provided independent financial advice, and implemented planned solutions with Canadians for over 30 years. We support an independent advice model that recognizes the unique needs of our clients, and the considerable creative talents that our advisors bring to the table. Our review of available financial planning tools identified PlanPlus Web Advisor for its flexibility to provide a powerful combination of standard planning functions over a wide range of potential scenarios, while allowing the knowledge and experience of our advisors to guide customized client solutions."

Brett Simpson,
Financial Advisor and President
Rogers Group Financial

"Westminster Savings has provided a financial planning service to our members for several years using the desktop planning software from PlanPlus. Recent surveys indicate WSCU members who deal with the credit union’s Financial Planners are substantially increasing the percentage of investable assets they hold with the credit union. We credit much of our success in this to the planning approach and service we have delivered with PlanPlus over the years. The new Web Advisor version is more streamlined and easier to use which will let us service more members more efficiently."

Kevin O’Rourke,
AVP of Wealth Management
WSCU

"WFM is excited about integrating PlanPlus’ financial planning and investment advisory software into WorldPort. WFM provides industry-leading, web-based suite of tools and services that simplify advisors’ access to resources and information. We have more than 600 independent advisors that depend on our exceptional back-end system to help them stay on top of their customer information, marketing tools, industry news and more."

Andy Mitchell,
President and COO
WFM

Advocis formulated a number of strategic initiatives to help their members and their clients respond to industry changes. One of these strategic initiatives is our Best Practices Manual.

The objective of the Advocis Best Practices Manual is to provide financial advisors with a central point of reference for how to conduct various aspects of their practice in a professional manner.

"This BPM is a major milestone for Advocis™ and a significant membership benefit offered by the Association," commented Advocis™ vice-president, professional development Donna Muirhead. "We have been encouraged by the positive response the manual has garnered from regulators, corporate partners, and Advocis™ members. We expect that this manual will have a significant positive industry-wide effect on raising the bar for professional standards and practice measurement."

Roger McMillan, chair of the Advocis™ best practices committee, notes, "The manual is an industry-leading advisor tool kit that walks advisors through a learning process whereby they become familiar with the standards of best practices. Advisors then come to understand the practical application of those standards in their daily business by using the myriad of examples, checklists, templates, and forms provided." Mr. McMillan went on to say, "The manual takes a holistic approach to the advisor-client relationship, effectively elevating it from a transaction-focused relationship to one that focuses on the practical process of advice-giving."

Advocis would like to acknowledge PlanPlus for their contribution to this important initiative, and for sharing in its design.

Rick Johnson, CFP, CLU, CH.F.C.
Director, Practice Advisory Services

™Trade-mark of Canadian Association of Insurance and Financial Advisors carrying on business as Advocis.

"With so many advisors offering both investment and insurance products as part of a complete financial plan, integrating our Insurance Portal with the PlanPlus Web Advisor™ made a lot of sense. It’s now very easy for an advisor to directly access our Portal from Web Advisor™ with existing client information, quickly go through some insurance needs analysis, run a multi-carrier product illustration report and add this to his client's overall plan."

Neil Menear,
President
Novinsoft

"We are delighted to have partnered with PlanPlus. The multi-country, multi-language capability of the PlanPlus Web Advisor makes it a world leader in planning software. The PlanPlus software integration strengthens our offering in our current markets and introduces us to new markets beyond our current scope – most important of which is Canada."

Geoff Davey
Managing Director and Co-Founder
FinaMetrica

"We are very pleased about Xeye’s integration with PlanPlus. This is another example of Xeye delivering advanced functionality to our user community and further testimony about the easy extensibility of the Xeye platform. PlanPlus’ financial planning solution is an excellent complement to Xeye’s WealthManager, both are powerful, easy to use tools that deliver exceptional value to their users."

John Fennelly
Managing Director
Xeye

"PlanPlus has made enormous inroads in their field not only in the Canadian market, but in the international market. For us at VirtGroup, making this service free to all users of VirtGate is a continuation of the expansion of our broker-to-client relationship features. The bottom line is if tools are provided so that the Broker sells more, then everyone wins. VirtGate MGAs will quickly see this is yet another reason why they win with VirtGate."

Tim Fitzpatrick,
President
VirtGroup

"PlanPlus and Croesus Finansoft are both leaders in their respective niches. Providing an integrated platform to our common clients was the next logical step to answer our client needs. We are proud that NBF is the main sponsor and the first client benefiting from this integrated platform."

Rémy Therrien,
President
Croesus Finansoft Inc.

"Financial Planning is still a new profession in Argentina, and we are very excited that financial and estate planning advisors who wish to adopt a financial planning approach will have a world-class software tool that is localized for Argentina. Our association has been working hard to educate the consumer and advisors on the importance of financial planning and we feel that the availability of PlanPlus Web Advisor will be an excellent planning tool for these people."

"CAPS decided to work with PlanPlus because of their unique financial planning tool which was already designed to support different countries and languages. It made it much simpler for us to work with them to provide a tool appropriate for Argentina advisors. Our organization will be able to provide the local education and training that advisors require knowing that they will have a good tool to put what we teach them into practice."

Leo Glikin,
President
CAPS

"Many of the colleges and universities that use the Personal Financial Planning textbook are preparing students for a career in financial planning, including the basics of their professional designation. Instructors are keen to be able to provide students with practical, hands-on experience using software like PlanPlus for Students, as students will be better prepared when they graduate and enter the workplace."

Randy Hoffman
President
Captus Press

"The IFP has led the way in developing professional financial planners in the UK since 1986. The CFP License has been in the UK since 1995 and more and more individuals and firms are looking to the Certified Financial Planner programme to raise their performance. Integration of the PlanPlus for Students will help raise the bar again."

Nick Cann,
Chief Executive
IFP

"Just wanted to thank you once again for allowing me to be a part of the ATP Program … I’m sincerely looking forward to the whole experience and participating in the program. I realize we have just scratched the surface, but I am guilty of looking ahead and am so excited as to what’s to come and am already happy beyond expectation with some of the unique tools you have offered … I can’t express my gratitude enough and feel very confident that your program will fill many of the gaps I have been trying to discover, uncover and develop on my own since 2001 … wish I had had this 3 yrs ago, prior to starting FOCUSfirst Financial.

Thanks again!!"

R. Todd Munroe, CFP
FOCUSfirst Financial

"I am relatively new to the PlanPlus program and have found the Lunch and Learn sessions really helpful in learning how the various modules function within the software and contribute to the final plan. In addition the biweekly sessions are designed to be only about 30 minutes from start to finish which is generally something you can fit into your busy day."

Robert Gardner, B. Comm., CFP
IPC Investment Corp
Burlington, Ontario

"I enjoy participating in the lunchtime learning sessions because they highlight specific areas of the software that may be overlooked while preparing a plan. I like the format of the sessions as well, and the length (not too long)."

Jon Knutson, BA, DiplT (Fin Mgt), CFP
Financial Planning Assistant
Rogers Group Financial

"It's a quick refresher course to reinforce what we should already know. Knowledge is key to our success - reminders how to use the tools at hand is good therapy."

Judy Watt
Lighthouse Money Management

"I appreciate the opportunity of taking part in the lunchtime learning series... has been a valuable use of my time. They are informative, well presented and provide an opportunity to pose questions on timely topics as well as an opportunity to provide feedback and topics of interest through their quick and well thought out post session survey. Well worth the time... Thanks."

R.Todd Munroe, CFP
FOCUSfirst Financial

"I looked at many software programs before deciding on PlanPlus. One of the criteria was having ongoing and assessable training and support. The lunchtime series sessions are part of that package. They are helpful not only in understanding the methodology, but the situations that arise that are transferable to my clients."

John Crisp, CFP