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Judges will review submitted financial plans to determine which one creates the greatest value for the client

  • By: Leah Golob
  • February 26, 2018 February 26, 2018
  • 15:15
IIAC introduces judges for Top Under 40 Award

Woodgate Financial’s Jason Pereira wins Americas category

  • By: Leah Golob
  • August 23, 2017 December 19, 2017
  • 15:30
IIAC introduces judges for Top Under 40 Award

Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

Three winners will be presented their awards in September

  • By: IE Staff
  • April 12, 2016 January 22, 2018
  • 12:30

Winners will be recognized at the annual CIFPs conference

  • By: IE Staff
  • February 19, 2016 February 19, 2016
  • 15:40

IPC’s Jason Pereira takes top prize for Americas region

The goal is help firms and advisors gain a better understanding of their clients

Winners will receive a trip to the Financial Planning Association’s annual conference in Boston

  • By: IE Staff
  • April 1, 2015 April 1, 2015
  • 08:45

PlanPlus announces 2014 Global Financial Planning Awards winners

  • By: IE Staff
  • October 1, 2014 October 1, 2014
  • 10:50

The new tool is a collaboration with Australian firm FinaMetrica

  • By: IE Staff
  • August 25, 2014 August 25, 2014
  • 10:00