FOR IMMEDIATE RELEASE
PlanPlus 2017 Canada Financial Planning Award Winners Announced
OTTAWA, Canada, May 29 2017 – The 2nd annual PlanPlus Canada Financial Planning Awards were presented by Shawn Brayman, PlanPlus President, and John Page, Awards Chair, at the opening session of the 2017 CIFPs Conference at the Westin Hotel in Ottawa, Ontario.
Paul Tyers, CPA, CA, CFP®, CIM, Managing Director & Portfolio Manager, of Wealth Stewards in Toronto, Ontario was the overall winner, with Jason Pereira, CFP®, CFA, MBA, Woodgate Financial Inc. (IPC), Toronto, coming in as First Runner-Up and Mark LeClaire, CFP®, CIM, Sun Life Financial, Toronto, as Second Runner-Up.
“The names of the three winners were originally announced on May 9th, however until this morning’s announcements they had no idea where they had placed in the standings”, said John Page, Awards Chair. “The awards are gaining in popularity and it was nice to present them in front of such a large audience. In creating these awards it was important to us that they be based solely on the value the planner created for their client, and that the selection of winners be totally objective. This is the only planning competition that I know of in which the winners are determined by five internationally-qualified judges who are voting blind – not knowing whose work they were adjudicating. The winning planners’ clients can be justifiably proud”.
Financial Planning Standards Council President and CEO, Cary List said ““Congratulations to Paul Tyers on this achievement. In the 20 years I’ve known Paul, he has always been a true champion for the importance of sound financial planning, for bringing creative solutions to clients, and for promoting the added value financial planning brings to the professional accounting community. It is great to see Paul recognized for his hard work with this award.”
“As the Canadian winner of the Global Financial Planning Awards, I count it a privilege to be included with the top financial planners around the world”, said Paul Tyers. “I am especially pleased to be part of a professional group of planners who are seeking a fiduciary standard in their ‘client-first recommendations’; often in sharp contrast to many financial services purveyors. Lastly, I applaud PlanPlus’ tireless commitment to financial planning excellence – my best wishes for their continued success!”
Supported by all the professional financial planning associations in Canada, including the CIFPs, IQPF, IAFP, and FPSC, the PlanPlus Canada National Financial Planning Awards competition is designed to raise the profile of financial planning and give the public a better appreciation of the important role played by this profession. It is open to all Canadian financial advisors who are members in good standing of a financial planning association or other professional body, and who hold a recognized professional designation. To compete, planners submit plans they have actually delivered to real clients, with the client’s permission. Five expert judges adjudicate the plans based on the quality and breadth of the recommendations they contain, and how well they address the clients’ best interests. Winners automatically advance to the finals of the PlanPlus Global Financial Planning Awards – Americas region, where they will face off against some of the best planners in the Americas.
To learn about the 2018 Canada Financial Planning Awards visit the PlanPlus awards website at
About PlanPlus Inc.
For the past 25 years PlanPlus Inc. has been providing innovative investment and financial planning software and training to financial institutions, professional advisors and the general public. PlanPlus Planit has become a global industry leader with its groundbreaking multi-currency, multi-jurisdiction, multi-language capabilities, and it is currently used in more than 30 countries around the world. For more information, visit: www.planplus.com
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