PlanPlus Inc. Employee Directory

Financial ServicesOntario, Canada11-50 Employees

PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global on Aug. 1, 2017.

Canada-based PlanPlus provides multi-currency and multi-jurisdictional financial and investment planning software for advisors and financial enterprises. PlanPlus services are built on a state-of-the-art web technology and integration platform. For the past 25 years PlanPlus has been developing software tools for personal financial and investment planning, and has become recognized around the world for its groundbreaking PlanPlus Planit software.

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

Find PlanPlus Inc. employees' phone numbers or email addresses

PlanPlus Inc. Global Highlights

North America
14

United States Of America
9
Canada
5

Europe
4

Germany
2
Republic Of North Macedonia
1
Serbia
1

PlanPlus Inc.'s Leadership

B. S.
President
Mobile Phone
Email
B. L.
Vp Operations
Mobile Phone
Email
B. P.
Sale Manager
Mobile Phone
Email
A. V.
Marketing Assistant
Mobile Phone
Email
K. S.
Client Services
Mobile Phone
Email
M. L.
Work
Mobile Phone
Email
M. B.
Architect
Mobile Phone
Email
S. R.
Environmental Expert
Mobile Phone
Email

Contact profiles from PlanPlus Inc.

Name

Title

Contact Info

Location

Last Update

B. S.
President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. L.
Vp Operations
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. P.
Sale Manager
Mobile Phone
Email
Macedonia
May 04, 2024
A. V.
Marketing Assistant
Mobile Phone
Email
United StatesUtah
Oct 22, 2024
K. S.
Client Services
Mobile Phone
Email
Oct 21, 2024
M. L.
Work
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. B.
Architect
Mobile Phone
Email
GermanyBavaria
Mar 04, 2024
S. R.
Environmental Expert
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
C. P.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. A.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is PlanPlus Inc. known for?

PlanPlus Inc. was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 411 Richmond St. East Suite 203 Toronto, ON M5A 3S5 CA; you can contact the main corporate office by phone at

+1-705-324-****

. Explore PlanPlus Inc.'s company overview page for more information.

What is PlanPlus Inc.'s most common email format?

PlanPlus Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PlanPlus Inc. email formats with LeadIQ.

How many employees does PlanPlus Inc. have currently?

PlanPlus Inc. has approximately 37 employees as of May 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are PlanPlus Inc.'s key employees and leadership?

As of May 2025, PlanPlus Inc.'s key employees include:

President: B. S.
Vp Operations: B. L.
Sale Manager: B. P.
Marketing Assistant: A. V.
Client Services: K. S.

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