Shawn Brayman

Shawn Brayman is the founder and president of PlanPlus Inc., a private Canadian company that has specialized in providing investment planning and financial planning solutions to financial advisors for the past 20 years.

Shawn has a B.Sc. in Applied and Computational Mathematics and a Master’s Degree from York University focusing on Predictive Expert Systems, a form of software technology commonly referred to as “artificial intelligence.”

Shawn started working in the IT field over 20 years ago and in the 1980s became involved in the knowledge engineering and development of an early financial planning expert system for a Canadian insurance company. In 1990 Shawn started PlanPlus Inc. and has been working in the financial planning field ever since, delivering software, training and business consulting services.

Shawn completed the Chartered Financial Planning courses in 1994 and has been working with financial planners around the globe, gaining a unique perspective on common challenges experienced by individual practitioners and large financial institutions that implement advice driven sales channels. Having worked with firms in North and South America, the Caribbean, Asia and Europe – both experienced planning organizations and firms in the initial stages of introducing financial planning – has provided Shawn with a unique understanding of this industry.

In September 2007, Shawn was presented the Financial Frontiers Award, a global research award by the Journal of Financial Planning and the Financial Planning Association for leading research in the field of financial planning. Shawn’s paper “Beyond Monte Carlo: A Replacement for a Misunderstood Technology” outlined major gaps in the use of Monte Carlo Simulations in the industry and introduced a ground breaking new approach called a Reliability Forecast.

Shawn is a frequent speaker at industry events on topics of technology, financial planning and practice management and has presented to audiences both large and small in Canada, USA, UK, Netherlands, Hong Kong, Japan, Singapore and Malaysia. Shawn brings a unique combination of technical, business and financial planning knowledge to any audience.