Halifax, Nova Scotia, Canada, June 11, 2018 – PlanPlus CEO, Shawn Brayman presented the 3rd annual PlanPlus Canada Financial Planning Awards during the opening of the 2018 CIFPs Conference in Halifax.
Paul Tyers, CPA, CA, CFP®, CIM, Managing Director & Portfolio Manager, of Wealth Stewards in Toronto, Ontario was the 2018 winner. Jason Pereira, CFP®, of Woodgate Financial Inc. (IPC), Toronto, came in as first runner-up and Sterling Rempel, CFP® of Future Values, Calgary, Alberta is second runner-up.
“The names of the winners were announced on May 11th; however, the placements were not announced until the awards ceremony which took place at the annual CIFPs Conference in Halifax,” said John Page, Awards Chair. “We are very pleased to assist in the elevation of the standard of excellence in financial planning in Canada and are grateful to have the support and endorsement of the CIFPs, IQPF, IAFP, and FPSC.”
“The wonderful thing about participating in the PlanPlus Global Financial Planning Awards is that it hones the very skills that we use day to day; thereby better serving our clients”, said 2018 winner Paul Tyers. “Many of us have heard the Proverb “iron sharpens iron”. In a similar manner my success in 2017 has helped our entire team planning team improve, leading to a great team effort and success in 2018.”
The PlanPlus Canada Financial Planning Awards competition is designed to raise the bar of financial planning while providing the public with a better appreciation of the importance of the profession. Any Canadian financial advisor can enter the competition. Competitors must be a member in good standing of a financial planning association or other professional body, and must hold a recognized professional designation. Planners must submit a plan that they have actually presented to a client. Plans are adjudicated by a panel of expert judges whose scores are based on the quality and depth of the recommendations given, and how well the client’s best interests have been served. Winners advance to the finals of the PlanPlus Global Financial Planning Awards Americas Region competition. To learn more about the PlanPlus Canada Financial Planning awards visit
About PlanPlus Global
In 2017, PlanPlus Inc. and FinaMetrica Pty Ltd., two veteran and highly regarded firms, combined their 45 years of experience and formally evolved their decade-long collaboration to become PlanPlus Global Inc. By applying the collective suite of PlanPlus’ and FinaMetrica’s tools, advisors are able to systematically employ their professional judgment to ensure the highest level of suitability of portfolio recommendation for investors.
The PlanPlus financial advice platform offers the broadest set of software tools to serve the worldwide financial advice community through our multi-lingual, multi-currency and multi-jurisdictional (taxation) financial planning software and next-gen intelligent automated financial advice solutions (robo-advisor).
The FinaMetrica psychometric risk tolerance tools enables financial institutions and advisors alike to meet the increasingly onerous KYC and ‘suitability of investments’ regulatory regimes, such as MiFID II (Europe) and CRM II (Canada).
PlanPlus Global’s recognized thought leadership in the areas of financial planning and risk profiling, and our solutions are all founded on leading academic and evidence-based research, as well as industry ‘best practices’. PlanPlus Global’s solutions are used every day by thousands of financial institutions and financial advisors from more than 30 countries. For more information, visit: www.planplus.com and www.riskprofiling.com.
PlanPlus Press Contact:
Paul Resnik, Director of Global Marketing