Board of Directors

The PlanPlus Global Board of Directors is comprised of a group of senior executives with extensive, specific experience in financial services industry software development and distribution. The executive management members are supported by non-executive members who can present insights and advice from a technical point of view, along with the perspective of real-life users in the field.

Executive Members

Shawn Brayman

SHAWN BRAYMAN, BSc., MES, CFP

CEO, PlanPlus Global Inc.

More about Shawn

  • PlanPlus founder
  • 25+ year dedication to financial services technology
  • Past member – Board of Directors, Financial Planning Association (FPA)
  • Numerous academic publications & awards
  • Renowned international speaker

Risk Profiling & Investment Proposal

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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

SuitabilityPro: Trial

Contact Information

1st Advisor

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