Ermos Erotocritou, CFP®, CPCA
Business & Performance Coach
- Certified Financial Planner® & Certified Professional Consultant on Aging
- 20 years experience, including 6 as Master Director
- A nationally top-ranked regional director for over a decade
- Led team managing over $2 billion AUM
- Currently empowering hundreds of advisors at Planswell
After a celebrated career as one of Canada's top-ranked directors, Ermos Erotocritou brings his passion and expertise to Planswell partners.
An accountant before beginning a career in financial planning in 2000, Ermos built a strong book of clientele for 5 years before becoming the top division director in Ontario with Investors Group. After building a highly successful division, he was promoted to regional director in 2010, ranking as one of the top regional directors in the country for 10 consecutive years. His office managed well over $2 billion dollars in assets under management.
- 2005: Promoted to Division Director
- 2006-2008: National Division Director Advisory Board
- 2007-2009: # 1 Ranked Division Director in Ontario
- 2010: Promoted to Regional Director, Toronto Midtown
- 2010-2016: Master Director
- 2015-2016: Executive Advisory Council
- 2017: Regional Director Excellence Award Winner
From his home in Ontario, Ermos coaches and mentors advisors throughout North America. Passions include positivity, lifelong learning, and a service mindset. In addition to inspiring advisors, Ermos is most proud of his role as father to two empowered daughters.
Awards & Honors
- Regional Director Excellence Award, 2017
- Region Director Special Merit Award, 2010, 2012, & 2015
- Region Builder Award, 2010
- National Regional Director of the Year, 2014
- Master Director of the Year, 2010, 2013, 2014 & 2016
- National Division Director of the Year, 2009
- Pillar Performance Award, 2009
- TOP Winner, 2006, 2007, 2008 & 2009
- Chairman’s Club Winner, 2001
Learning to be comfortable with making mistakes, big or small, is a critical skill tied to success. When we try new things there are only two outcomes: we win or we learn.
Ermos Erotocritou, CFP®, CPCA
Business & Performance Training
Ermos brings his expertise to Planswell partners. Take a look at some of his most requested training sessions.
Convincing Clients to Use Insurance to Create & Preserve Wealth
Deliver a critically important message to your clients.
Incorporating Tax & Estate into Your Service Offering
Serve clients better & become invaluable.
Educating Clients on the Importance of Having a Will
Create urgency around the inevitable.
Become a Better Advisor by Not Caring About What Others Think
Lean into emotional maturity and rise.
Discover Your Why Before Developing Your How as a Financial Planner
Unleash the person you were meant to be.
Leveraging Your Values in Your Financial Planning Firm
Unlock your potential by working to your strengths.
Your opportunities are waiting
- At least 10 exclusive opportunities a month— guaranteed
- World-class sales training
- Our beloved financial planning software
- A tight knit group of peers in your corner