ATB Investor Services ("ATBIS") and Alberta Private Client ("APC"), subsidiaries of ATB Financial, have selected PlanPlus Planit as the tool its advisors will use to produce financial plans for their clients. Under the agreement, PlanPlus Inc. provides ATBIS and APC with a complete turnkey financial and investment planning solution, including hosting the hardware and maintaining the application.
Read Press ReleasePlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America.
Read Press ReleaseJason 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 Press Release