We’re a team of financial experts, engineers and designers who believe financial planning should be available to everyone without the bias, jargon or fees of the traditional financial industry.
“I just bought a Honda Odyssey to fit my 4th kid. If you can get past how it looks and how it drives, and you can get past your ego, minivans are amazing!”
“Have you ever slept in a bunk bed for 8 months in your Toronto office (and showered solely at Goodlife!) while your family was 3,400 km away in a different province? I have.”
“My job is to increase the average age of the Planswell Team.”
“I can’t set fire to the rain, but I do like to sing”
“Most people don’t know that my body heat is a major contributor to climate change.”
“My full name is “Harry Royden McLaughlin, Unity of the Empire, the 3rd” – seriously… Some people call me Harry, others call me Roy. I modestly call myself “Great”.”
“I’ve recently been taking my nieces and nephews rock climbing at Rock Oasis on the weekend. Pro-tip: this is the ultimate way to tire out toddlers (and adults).”
“People are really against commuting these days, but I get to spend 2 extra hours a day on the train working on my side hustle podcast (The Art of The Fail) and we just hit over 5,000 subscribers (humble brag!).”
“I’ve started to do my best and fit my workouts in before I get to the office. There’s something extremely satisfying about starting your day with a boxing class or bootcamp at BOLO – I highly recommend it.”
“I once lost a whole nights sleep thinking to myself ‘what happened to the iPhone 9?’ Then it came to me, seven ate nine”
“My wife and I, while honeymooning in Indonesia on Gili Air island, learned how to efficiently drink our delicious Bintang beer at the same time as a local patron plunked a Ball python snake down on the bar next to us!”
“In my spare time I like to act and look for funny puns online. I once starred in a one man show about dictionaries. It was essentially just a play on words.”
“34 letters is how many it takes to spell my full name. That is 8 more than the alphabet. Thanks Mom and Dad!”
“In high school I lived in a car for 10 days as part of a radio contest… I feel that somehow qualifies me to work at a start-up.”
“I am literally too busy studying for the CFA, volunteering at TechTO, and working at Planswell to write this quote”
“Credit cards pay you a free 2-3%. If you’re disciplined and know you won’t overspend, all purchases should be on a credit card.”
“I have 5 of the most adorable cats. They’re always asking for love and attention, snuggling in my lap or rubbing against my leg. My wife is allergic…”
“Woof, woof, woof”
“A Haiku for you
Funny, Sports, Sales; Things about me
“The first English word I learned was lollipop. Now I use my words to help people. Stay in school.”
“I lost 15 lbs biking 3 hours to work on a regular basis. Then I got injured and gained 15 lbs. Now I’ve got to lose 15 lbs again.”
“Without a doubt, Kickstarter is the product I’ve engaged with the most over the past decade. I’d love to run a successful Kickstarter campaign one day. Just… don’t judge me by how many products I’ve backed on it.”
“I have a second career as a professional jungle gym for a 3 and 5 year old. I take my work very seriously”
“When I first came to Canada and watched part the hearing of the corrupt former mayor of Montreal. I remember a contractor complaining about having to pay the mayor more than that mafia. I don’t know if I was more shocked that he would admit to ongoing tax evasion which paying the mafia would probably entail or that nobody in the hearing found that revelation the least bit strange.”
“Can you hear the gallop of this unicorn’s hooves? Well then, saddle up partner!”
“I’m not a morning person – but I make myself get to work at 8am every day. Overcoming that first challenge of the day makes every morning feel more productive than the previous one. Would recommend this over a cold morning shower any day of the week!”
“Don’t forget to water your houseplants!”
“I didn’t come here to make friends. I came here to be America’s next top model.”
“I can leg press 1500 lbs now; so, yes I will have that third slice of cheesecake.”
“Mike Stok doesn’t smile for photos and he doesn’t write funny blurbs. He’s too busy. Too busy doing office dishes in the off hours and taking other heroic measures to improve Planswell. I hear he also codes well. -EA”
“Music is being written all over the world faster than you can possibly consume it all, but by placing different headphones on each ear, you can double your daily intake.”
“There is a fifty percent chance Zach has enough genetically modified hot sauce in his pocket to kill you.” -EA
“I used most of my savings to change careers and get into software development. Since taking that risk, Planswell has become my new Home and my new Career!”
“After binge watching 15 seasons of Grey’s anatomy in 3 months, I now recognize a lot of medical terms but still have no clue what they actually mean.”
“Mafinar is an Elixer celebrity. He has a massive following in Bangladesh. He’s too busy to write his own blurb because he’s a mentor to coders globally who deserve his time more than the marketing team does.” -EA
“Billion dollar idea: Gummi bear scented cologne.”
“Do your pets also run out of the room when you practice violin? Asking for a friend”
“I believe you get what you want by helping other people get what they want.”
“I hate carbonation so much because it hurts my nose… which is why you’ll see me violently shaking my pepsi max before I open it. Beware.”
“After a few years of being unhappy living in London, England, I applied for a Canadian visa in the spur of the moment, I’m now engaged, in a dream job and I have a beard. Take a risk, it might just work out.”
“I was going to talk about me being a huge dive watch enthusiast, or about my love for dancing, or maybe even about my big entrepreneurial family. But wow, Rami Malek was unbelievable in Bohemian Rhapsody.”
“I got into a habit of giving my cars names. My first one was Jim Bob. I’m currently driving Rusty, but taking name suggestions for my next vehicle. Rusty is expected to spontaneously combust on the 401 any day now.”
“I am kind, helpful and giving of financial knowledge. I am also the owner of a rescue dog named Jack, who I walk 3 times a day. This relieves me from going to a gym and therefore i have a “dad bod”, but I like to think of it as a “Father Figure”…”
“How much does a polar bear weigh? Enough to break the ice. Hi my name is Alex”
“When I was 18 I booked a flight to Australia by myself to work and travel for a year. I had no money and all my friends told me I would die. Plot twist: I didn’t die.”
“I can’t seem to nail a smile in pictures… sooo, I just make others laugh. If you’re having a bad day, ask me to sing karaoke. I guarantee you’ll crack a smile.”
“Do I have a special someone? Well, yeah of course. A bunch of them. My colleagues.”
“”We don’t make mistakes – we just have happy accidents.” – Bob Ross” – Natalia Alvarez”
“NAMASTE…Build your plan today…3 minutes and you’re on your way”
“Studied History to become a teacher, minored in Theatre because I thought I’d end up in Bollywood, and now I’m helping people manage their finances. Life is crazy that way.”
The financial industry has operated pretty much the same way for the past 150 years. Our clients say they‘re thrilled to have a better option.
Get a full financial plan without needing an investment advisor, insurance agent or mortgage broker. Do it all on your phone or computer.
Build your wealth, protect your family and minimize your borrowing costs with one monthly contribution. Just review and update your plan every six months.
Save a lot of money compared to traditional banks or financial advisors. Pay lower fees and never buy anything you don’t need.
Set everything up online and over the phone instead of spending days or weeks shopping around, having meetings and doing paperwork.
We‘ll do millions of calculations to make sure that every dollar you put into your plan works as hard as possible for you.