June 2019 Events

June 2019 Events

Jun 2 to 5 – CIFPs Annual Conference 2019 – Vancouver, British Columbia, CA

PlanPlus is a proud sponsor of the CIFPs Annual Conference 2019 to be held at the Westin Bayshore in Vancouver, BC., Be sure to attend Shawn Brayman’s presentation From Tolerance to Solution: Latest Research and Practical Examples on Wednesday, June 5th at 11:00am. PlanPlus Global representatives are looking forward to speaking with you at our exhibit booth.

Jun 4 – PlanPlus Canada Financial Planning Awards Presentation – Vancouver, British Columbia, CA

The PlanPlus Canada Financial Planning Awards presentation will take place on Tuesday, June 4th during the CIFPs Conference in Vancouver, BC. The presentation to the 2019 winner will begin at 7:10 am in the main ballroom of the Westin Bayshore.

Jun 11 2019 – IPC Advisor Support Professional Conference – Toronto, Ontario, CA

The IPC Advisor Support Professional Conference will take place at the Toronto Airport Marriott Hotel. This conference provides IPC advisor support professionals with the chance to utilize IPC’s technology partners products and services and to provide direct feedback to advisors on systems and their features. PlanPlus will attend as a technology partner and exhibitor.

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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