Planners from Toronto and Vancouver Win Distinguished Global Financial Planning Awards

TORONTO - Aug. 10, 2015 - PRLog -- “I am honoured and humbled to have been named as this years winner of the PlanPlus Global Financial Planing Americas Region Award” said Jason. “I was initially drawn to the contest as a way to test both my personal planning skills and the process that we have been building at my firm for several years on a world stage, and hopefully extract additional learnings from the experience.”

“What I found most appealing about the awards process is that the submissions were based on real life cases that the contestants had worked in their own practices. By going this route instead of simply giving everyone a hypothetical case to work on, the judges were basing their decisions on actual challenges put forth by real clients and recognition of the quality or real world advice and client success. I was also appreciative that the judges understood that planning, especially in complex cases, does not fit into a simple checklist of criteria and steps. The judges allowed me to present a case that was in many ways unconventional, presented unique challenges and had evolved dramatically over the course of three years. Instead of having me present as per a set checklist, I was able to paint a picture of the situation, elaborate on the background and evolution of the case and then deliver the planning results with greater context. The competition, process, flexibility and questions asked by the judges showed me that this organization cared most about real solutions provided to real people and that makes me even more proud and honoured to be chosen as this years winner.”

“I would encourage any planner looking to demonstrate their abilities on a world wide stage to participate in this competition.”

Ngoc Day, CFP^®, CIM, R.F.P., TEP, from Macdonald, Shymko & Company Ltd. in Vancouver was named as Americas region first runner-up.

“While I was very nervous entering the completion, I found that the rigorous selection process was a great learning experience”  said Ngoc Day. “I appreciated the opportunity to present the financial plan to a distinguished panel of judges and to compete against a number of highly qualified colleagues.”

“The PlanPlus Global Financial Planning Awards provides an arena to promote the financial planning profession and highlights the importance of the six-step financial planning process, which all advisors in our firm embrace as we work with our clients to help them reach their financial goals. Thank you PlanPlus!”