PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. PlanPlus has been developing software tools for personal financial and investment planning, as well as training in these disciplines for the past 25 years for use by financial institutions, professional advisors and the general public. PlanPlus has become a world-recognized firm for its groundbreaking PlanPlus Planit software and industry-leading training in over 30 countries and in multiple languages.

PlanPlus is the world’s first global planning solution with multi-currency, multi-lingual and multi-jurisdictional capabilities. A comprehensive but scalable solution with state-of-the-art web technology and integration capabilities. Perfect for an individual advisor in Peoria, Illinois or a financial institution in Kuala Lumpur, Malaysia.


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Technology Awards

  • Canadian Investment Awards ’06 – Best Use of Technology – 2nd Place (DIME)
  • Canadian Investment Awards ’06 – Best Use of Technology – 3rd Place (PlanPlus for Students)
  • Canadian Investment Awards ’07 – Best Use of Technology – 3rd Place (IPC)
  • Canadian Investment Awards ’08 – Best Use of Technology – 2nd Place (with NBCN)
  • Canadian Investment Awards ’08 – Best Use of Technology – 1st Place (IPC)
  • IBM Beacon Awards ’09 – Finalist – Software as a Service


Research Awards

  • FPA Journal of Financial Planning ’07 – Financial Frontiers Awards – Beyond Monte Carlo
    Analysis Research Paper
  • PA Journal of Financial Planning ’09 – Financial Frontiers Awards – Income Replacement vs.
    Expense Based Insurance Needs
  • Academy of Financial Services ’11 -Shawn Brayman winner of Best Paper Award


Education and Training Awards

  • Canadian Investment Awards ’07 – Advisor Education – 1st Place (Advice Transition Program)
  • Canadian Investment Awards ’08 – Advisor Education – 1st Place (IPC)
  • Canadian Investment Awards ’09 – Best New Initiative – 3rd Place (Planipedia.org) Program)
  • Canadian Investment Awards ’08 – Advisor Education – 1st Place (IPC)
  • Canadian Investment Awards ’09 – Best New Initiative – 3rd Place (Planipedia.org)

We are currently looking for:


If you would like to apply for a position with PlanPlus, please send your resume, indicating the position of interest, to our office using one of the following options:

Email: hr@planplus.com

Fax: 705-324-8002

In Person/Mail: 55 Mary Street West, Suite 200, Lindsay, Ontario, K9V 5Z6

Planning for the Future

As a company that specializes in helping people visualize their future, PlanPlus believes that corporate social responsibility should be an imperative for any firm. There are three primary areas where PlanPlus focuses our own activities.

Children – the next generation

PlanPlus has elected to focus on children in third world and emerging countries.

  • PlanPlus has been an active long time supporter of the Foster Parents Plan.
  • PlanPlus is a supporter of an educational program in India on behalf of iCanReach, where the goal was to reach as many as 10,000 children.
  • PlanPlus provides monetary support to an orphanage in Siem Reap, Cambodia. The orphanage was selected based on the personal contacts of members of PlanPlus from Malaysia and Canada.

Education & Financial Literacy

Financial literacy is crucial for individuals to build a good life today and into the future. PlanPlus is committed to promoting financial education with consumers, students and professionals.

  • Planipedia.org – PlanPlus is the founder and a continuing supporter of Planipedia, the world’s first global financial planning wiki, an open source project supported by associations from around the world to provide access to objective financial planning information.
  • PlanPlus Community Edition – a free level of access to financial calculators and tools for people anywhere.
  • PlanPlus for Students – PlanPlus makes its professional financial planning software freely available to universities, colleges and educators anywhere.
  • CIFPS Financial Planning Challenge – PlanPlus is a 2013 and 2014 sponsor of the financial planning challenge amongst students in Canada that are enrolled in CFP® education programs.
  • FPA International Sponsor – PlanPlus is one of the International Sponsors of the FPA Annual Conference (in Orlando Oct 2013) for the 4th year running. This is the premier event bringing financial planners from around the globe together to learn, share and discuss.
  • PlanPlus Global Financial Planning Awards – PlanPlus is the creator and sponsor of the first global awards for recognition of exceptional financial planners who clearly place the client’s best interest above all else in the planning process.

Environmental Sustainability

PlanPlus firmly believes in supporting environmental sustainability and supports this in a number of ways.

  • Internal policies to promote recycling, water and energy conservation in all of our operations.
  • Travel policies to cover carbon offset on all airline travel and to provide higher travel compensation for employees with green vehicles (hybrid, electric, etc).
  • Use of technology to reduce carbon-producing travel wherever possible in favour of electronic delivery of our services.


PlanPlus recognizes that corporate social responsibility does not start and stop by checking a few boxes in a couple of categories but is a philosophical and cultural approach to how a firm does business. It should be reflected every day in how we operate. We are proud of what we have done and see no limits on what we can continue to do in the future.

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