Lori Magee,Manager of Client Services PlanPlus Inc.
Lori Magee has been working with PlanPlus for more than 10 years.
- Lori provides support to advisors across Canada in the use of PlanPlus Planit.
- Lori writes training manuals, users guides and FAQ educational documents to assist PlanPlus Planit users in utilizing the product to do efficient and effective financial planning for their clients. She also writes and trains on the administration features of the PlanPlus Planit.