Board of Directors

George Hartman’s 45-year career as an advisor, executive, coach and consultant spans both the insurance and investment industries. An insightful industry observer and prolific writer, he has published four best-selling books for financial advisors and written The Coach’s Forum for trade journal Investment Executive for more than 10 years.

George is a keynote speaker at conferences around the globe. As one of the industry’s best-known advisor strategists and practice management mentors, he coaches top-performing advisors in Canada and the US and consults with financial firms on their business strategy. George has been a Director of PlanPlus Global for 20+ years.

Prior to his retirement in 2013, Ian spent 37 years as a software specialist in the investment industry, playing several roles from purely technical to Head of R&D and other senior executive positions.

In 1985, Ian and two partners formed Linian Systems, whose flagship product, the MPower fund accounting system, is still in use in a large portion of the Canadian fund management industry.  The company grew to 100+ people, before selling to StarData in 1994.

Ian then played a key role in growing X.Eye and its CRM/Portfolio Management product, until a successful sale to Odyssey Financial Technologies in 2008. Ian served as VP, Product Management through Odyssey’s acquisition by Temenos in 2010. He has been a PlanPlus Director since 2014.