First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas
Calgary and Ottawa advisors are runners up
Paul Tyers, Jason Pereira and Sterling Rempel were recognized at the CIFPs annual conference in Halifax
Judges will review submitted financial plans to determine which one creates the greatest value for the client
Woodgate Financial’s Jason Pereira wins Americas category
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
Three winners will be presented their awards in September
Winners will be recognized at the annual CIFPs conference
IPC’s Jason Pereira takes top prize for Americas region
The goal is help firms and advisors gain a better understanding of their clients