Your bank will hate us as much as you love us

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.

Our team

eric arnold planswell ceo
Eric Arnold
CEO
michael wickware planswell cmo
Michael Wickware
CMO
scott wetton planswell coo
Scott Wetton
COO
Bob MacBean
CFO
isabel ovalle planswell vp of finance
Isabel Ovalle
VP of Finance
Craig Savolainen
Head of Engineering
harry mclaughlin planswell head of partnerships
Harry McLaughlin
Head of Partnerships
lauren arnold planswell head of public relations
Lauren Arnold
Head of PR
Eddy Okun
Head of Product Marketing
will millar planswell marketing intern
Will Millar
Marketing Intern
mary wang marketing intern
Mary Wang
Marketing Intern
tammy li
Tammy Li
Marketing & CS Intern
scott loney planswell head of insurance
Scott Loney
Head of Insurance
ryan baynham planswell head of mortgages
Ryan Baynham
Head of Mortgages
samson tella planswell mortgage specialist
Samson Tella
Mortgage Specialist
peter lu planswell head of product
Peter Lu
Head of Product
kristina kozyarevskaya planswell office manager
Kristina Kozyarevskaya
Office Manager
Abdullah Hussain
Client Success Operations
Davinia Chew
Client Success Administrator
Alan Lau
Client Success Manager
lukasz merdzik planswell client success manager
Lukasz Merdzik
Client Success Manager
nicole prins planswell client success manager
Nicole Prins
Client Success Manager
sergei yemolin planswell financial controller
Sergei Yemolin
Financial Controller
Eric Rogness
Client Success
robert peacock planswell software developer
Robert Peacock
Software Developer
olaf aarson planswell software developer
Olaf Aarson
Software developer
rob mcmullan planswell partnerships
Rob McMullan
Partnerships
Chris Baldesarra
Product design
paul mohabir planswell insurance
Paul Mohabir
Insurance
mike stok planswell software developer
Michael Stok
Software Developer
marius butuc planswell software developer
Marius Butuc
Software Developer
quinn strahl software developer
Quinn Strahl
Software Developer
zachary showers planswell software developer
Zachary Showers
Software Developer
Andrew Segal Planswell Software Developer
Andrew Segal
Software developer
Jason Du Planswell Software Developer
Jason Du
Software Developer
raid naji planswell client success
Raid Naji
Client Success
ashley-about
Ashley Ghobrial
Client Success
andy-about
Andy Cosby
Client Success
Casino Rojas
Client Success
Blair Clarke
Client Success
Cam Kilvert
Client Success
Kirsten Dicks
Client Success
Braydon Beaulieu
Client Success
Mercedeh Rahmani
Client Success
Amee Reodica
Client Success
gulan abdullah planswell client success
Gulan Abdullah
Client Success
Gov Sharma
Client Success
jack bennett planswell client success
Jack Bennett
Client Success
Alexa Tratner Planswell Client Success
Alexa Tratner
Client Success
Peter Bonnano Planswell Client Success
Peter Bonanno
Client Success
Brendan Lau
Client Success Intern
Ben Tse Planswell Client Success Intern
Ben Tse
Client Success Intern

Why we’re better

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.

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Simpler solution

Get a full financial plan without needing an investment advisor, insurance agent or mortgage broker. Do it all on your phone or computer.

Clearer strategy

Build your wealth, protect your family and minimize your borrowing costs with one monthly contribution. Just review and update your plan every six months.

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Lower cost

Save a lot of money compared to traditional banks or financial advisors. Pay lower fees and never buy anything you don’t need.

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Faster service

Set everything up online and over the phone instead of spending days or weeks shopping around, having meetings and doing paperwork.

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Smarter together

We‘ll do millions of calculations to make sure that every dollar you put into your plan works as hard as possible for you.

Your free financial plan

The best financial plan is also the easiest.
Build a plan today.

Get started