Software company PlanPlus has announced the winners of this year's Global Financial Planning Awards. Jason M. Pereira, an advisor with Woodgate Financial, IPC Investment Corporation in Toronto took first place for the Americas region, while Ngoc Day of Macdonald, Shymko & Company in Vancouver was runner-up.

The PlanPlus awards recognize top financial planners from the Americas, Asia, and Europe. Entrants are evaluated on a written financial plan that they have developed and presented to an actual client, one which demonstrates how they have provided outstanding financial advice. The candidates are also required to make a live presentation to a panel of experts from around the world.

“One can commit themselves to improving their abilities and working to be the best at what they do, but the occasions to validate the years of commitment and education are few and far between. Even more rare is the ability to compete at a global level let alone win such a challenge, comments Pereira. "I am both humbled and honoured to be named this year’s winner.”