Help For Financial Planners and Managers

Build Deeper Relationships,

Deliver More Value,

Earn More Money!

Get The Plan Pros and be ready to present to your client with less than 15 minutes of review!


Get The Plan Pros and be ready to present to your client with less than 15 minutes of review!

Why The Plan Pros?

The Plan Pros has mastered the technology and the art of making plans that are easy to present and convert prospects into clients. Since starting 14 years ago we have created and reviewed over a thousand financial plans for advisors.

We produce:

  • comprehensive analysis of your clients’ full financial pictures
  • evaluation of their ability to reach their goals
  • recommendations to make that happen

You receive:

  • high level Executive Summary with everything you need to know at your fingertips
  • Advisor ‘cheat sheet’, including new product opportunities identified in the plan
  • What you need to be ready to present with less than 15 minutes of review

Build Deeper Relationships

  • Delve deeper into all aspects of your clients’ financial lives
  • Provide a framework for meaningful discussions
  • Build increased trust
  • Help clients see the whole picture
  • Stay at the centre of your client’s financial life

Deliver More Value

  • Provide coordinated advice to ensure greater financial success
  • Promote higher levels of financial wellbeing, emotional wellbeing, and overall contentment
  • “Wow” your clients – deliver what they can’t get elsewhere
  • Focus clients on the long term

Earn More Money

  • Uncover and capture hidden assets
  • Discover additional product needs and sales opportunities
  • Increase retention and referrals
  • Compete more effectively

The Man with The Plan

Marc believes 2 things:

  1. Advisors need to focus on what they do best:
    See existing clients and getting new ones,
  2. And, financial planning software is a time waster for them.
With Marc and The Plan Pros on your team, advisors can finally integrate high-level financial planning into their core offering, deliver more value, and attract new business — without the frustration of fidgety financial planning software.

Marc Sherman, CFP®
Co-Founder & Head of Planning

Courses and Certification

Certified Financial Planner®
Financial Planning Standards Council, 2016
President’s List recipient for achieving 2nd place mark on June 2016 CFP® exam

CSI Global Education Inc.
Financial Planning Supplement, 2015, Wealth Management Essentials, 2012, Conduct and Practices
Handbook, 2011, Canadian Securities Course, 2010

Life License Qualification Program, 2013
Investment Funds Institute of Canada
Canadian Investment Funds Course, 2009

What Our Customers Say…

“Marc and The Plan Pros are a godsend for my professional practice – with his help I’m adding new clients (plural!) every week. Marc is the wonderful financial planner and paraplanner who is easy to work with and has been instrumental at supporting the growth of my business. Highly recommend!”

The Plan Pros Icon Aliza Cowell – North York

“We have only good things to say about our experiences working with The Plan Pros. They are very personable, detailed oriented, and they really know their stuff! On behalf of our organization I highly recommend The Plan Pros for financial planning for both your business and family customers, they have been a great asset.”

The Plan Pros Icon David L. – Toronto

The Plan Pros Data Services Inc.

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