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Meet the people behind Planswell
Traditionally, you had to be rich to get a good financial plan. And even if you could afford a team of financial advisors, you’d still have to decipher their jargon and figure out their fees. Planswell was created because we know how hard it is to get good financial advice. Who are we? We’re entrepreneurs, software engineers, mathematicians, financial planners, writers, designers, portfolio managers and accountants. Many of us are also refugees from traditional financial companies.
We invite you to join our mission to make financial planning a positive, life-changing experience for you and millions of other Canadians from all walks of life.
Marketing & Operations
Head of Financial Planning