ABOUT US

Planswell helps people create better financial futures

Over 350,000 plans for a better future created so far

Why we want to help

65%
32%
Americans are expected to retire with less than $10,000 in their retirement accounts. Source
Canadians are nearing retirement without any savings. Source

Although most of us have really good reasons to create a financial plan, most people have no idea how to do it themselves. Learning how to create a financial plan takes significant time and skill, especially if you aren’t experienced. Not to mention the anxiety and dread at looking at the reality of your situation.

Most people don’t even consider talking to a financial advisor. Consumers can sometimes feel like the average Joe considering a maid when it comes to financial advice. It’s only for the ultra wealthy. Getting a financial advisor to create a retirement plan from scratch can cost $1000s of dollars. It’s a significant barrier especially when you feel you need to keep a tight hold on your savings. It’s really unfortunate because advisors can help everyone become much more wealthy.

OUR MISSION

Give everyone access to financial plans with personal advice

How we do it

Free financial plans that are easy to create

That’s right, something that before cost thousands of dollars to get from financial advisors is available to everyone, every income. Our engine tells you all the steps that you need to take to have a retirement that is at least 70% of your current income so you won’t have to suffer a decline in your lifestyle when you retire.

Access to local financial experts

At Planswell, we believe in the human touch. Once you’ve created a plan, an advisor is given your plan and will be available to review your plan to make sure that it’s the best plan possible for you. Your initial call with your expert is totally free and you are under no obligation to work with them. You are totally in control.

Partnering with exceptional advisors

We partner with advisors to help them grow their business because we believe in the value and great change they can make in your life. We provide them with peer groups, training, and software to help them help you.

We’re currently helping over 1000 financial experts in Canada and the United States develop and grow their business.

Meet the people

We are a fully remote international start up of 40+ people who are passionate about empowering people like you and advisors. We used to have an in-person shop in downtown Toronto, but after COVID happened, we realized along with many other businesses that we’re much more agile and productive being remote first.

We're growing!

Being a fully remote team means we get our pick of the best talent in the universe and the benefit of diverse, global perspectives. We’ve built a top-notch staff of wicked smart people who are passionate about changing lives for the better, including our own. It’s interesting, rewarding work.

OUR VALUES

Education

Empathy

Compassion

Collaboration

Aaron Li

Abdullah Hussain

Aditya Bhatia

Amee Reodica

Andy Cosby

Anthony Gomez

Aaron Li

Abdullah Hussain

Aditya Bhatia

Amee Reodica

Andy Cosby

Anthony Gomez

Corey Small

Craig Savolainen

Corey Small

Craig Savolainen

Daniel Lee

Daniel Schloss

Eric Arnold

Ermos Erotocritou

Daniel Lee

Daniel Schloss

Eric Arnold

Ermos Erotocritou

Isabel Leong

Javairia Asif

Jen Mastrud

Jonathan Inada

Lukasz Merdzik

Mark Maynard

Isabel Leong

Javairia Asif

Jen Mastrud

Jonathan Inada

Lukasz Merdzik

Mark Maynard

Meagan Terrel

Michal Aworoghene

Meagan Terrel

Michal Aworoghene

Michael Chu

Mwangi Muthui

Neima Mohebiany

Nick Palumbo

Michael Chu

Mwangi Muthui

Neima Mohebiany

Nick Palumbo

Patty Carr

Patrick Brennan

Sam Unterman

Scott Gill

Scott Wetton

Shaun Esau

Patty Carr

Patrick Brennan

Sam Unterman

Scott Gill

Scott Wetton

Shaun Esau

Tamara Antonijevic

Tony Peters

Tamara Antonijevic

Tony Peters

Trevor Oseen

Vanessa Robinson

Trevor Oseen

Vanessa Robinson

Our future

The problems that plague North America are also problems all over the world. Our bold ambition is for everyone, no matter where they are can access a free financial plan and advice.

We are currently planning and preparing our expansion internationally to help even more people get and give financial plans and advice.

Planswell news

July 28, 2021

Introducing Planswell's Plancraft - An Exclusive Partner Platform For Financial Advisors

Planswell, the financial planning engine offering free, actionable financial plans in under three minutes, is expanding its support services for partnering advisors with the launch of Plancraft. The platform gives …

January 18, 2021

Planswell Fills C-Suite with Eye Towards Global Expansion

Planswell, the Toronto-based startup delivering free financial plans in about three minutes at Planswell.com, is preparing for expansion to Latin America and Asia by filling key executive positions. C-suite hires join Chief Executive Officer Eric Arnold and …

October 29, 2020

Planswell Announces US Expansion

Planswell, the Toronto-based startup delivering free financial plans to users in three minutes, today expands its offering to US residents. Starting today, Americans from coast to coast can build a free financial plan by going to Planswell.com.

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