Tagged insurance-planning
Press Release
Planners From Toronto and Vancouver Win Distinguished Global Financial Planning Awards
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the Americas region first place winner of the 2015 Global Financial Planning Awards. Jason will receive an all-expenses paid trip to the Financial Planning Association's (FPA) annual conference to be held in Boston, MA, USA. Read More
Press Release
Risk Profiling Research Project
The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches. Read More
Press Release
The PlanPlus 3rd Annual Global Financial Planning Awards Open on April 1st
The third annual PlanPlus Global Financial Planning Awards are set to open on April 1st. The competition brings global recognition to three financial planners from around the word, rewarding them for excellence in financial planning. Read More
Press Release