Sandra L. Mews
Sandra L. Mews, B. Comm, CFP®,, Dundee Private Client Group (now HollisWealth), Sudbury, Ontario, Canada
“It was an honour to receive the PlanPlus Global Financial Planning Award 2013. Not only was the process a good insight into how I really service my clients, the act of preparing the case was much easier than I thought it would be when I first started.
Going to the Financial Planners Association (FPA) event itself was a fabulous learning experience. I have to thank PlanPlus for providing me with that opportunity. Not only did I get to meet and learn from the representatives at PlanPlus, but also made contacts internationally in our industry, some of whom have already helped me and my clients this year! The convention itself opened my eyes to other revenue generating possibilities in my current practice.
I have gained media attention on the radio and newspaper since the award receipt, and feel that it has spring boarded my practice and revenue already in just a few months. I encourage others in our industry to apply.”