Industry News

A panel of judges will review submitted plans to determine which advisor created the greatest value for the client

By IE Staff |

Lindsay, Ont.-based PlanPlus Inc. has announced the launch of the second annual PlanPlus Canada National Financial Planning Awards competition honouring top financial planners throughout Canada.

This year the winners of the competition will be recognized at the 15th annual Canadian Institute of Financial Planners (CIFPs) conference in Ottawa, and will then move on to the PlanPlus Global Financial Planning Awards competition. The Canadian winner will then compete against planners from North and South America.

CIFPs is the founding sponsor of the Canadian competition and is once again joined in sponsorship by both the Institut Québecois de Planification Financière and the Institute of Advanced Financial Planners.

The competition is open to all Canadian advisors who hold a recognized professional designation, are in good standing with a financial planning association or other professional body, and run their practices using a fiduciary standard.

Planners must submit a real client's plan, which is redacted to protect client confidentiality. An international panel of expert judges will review submitted plans to determine which one created the greatest value for the client. In doing so they evaluate over twenty aspects of each plan.

Read: PlanPlus announces Canada National Financial Planning Awards winners

"The PlanPlus competition last year helped me focus on identifying the true value that I bring to clients," says 2016 Canada and Global Awards winner Conrad Toner of True North Retirement Counsel, in a statement. "While this was personally rewarding, from a business perspective it allowed me to more clearly articulate my value proposition to clients and prospects."

To find out more about the PlanPlus Canada Financial Planning Awards visit the awards website.

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