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M5C 1M3

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Company News

11 things that make Planswell the 11th Top Startup in Canada

Our CEO answers questions about money and life

Meet Chris, designer at Planswell

How does Planswell make money?

CBC Radio interview with Matt Galloway
Financial Planning

Planswell’s Top 9 Favourite Canadian Business Podcasts

5 smart ways to use credit cards this holiday season

What can Planswell do for you?

Planswell client spotlight: Ashley Fulton

How much does education pay? Ask a Software Developer

New 2019 TFSA contribution limit

Top 10 myths about financial planning

How to teach your kids about money

Welcome to Financial Literacy Month

What it costs to quit your job to start a business

My Planswell Journey by Leisse Wilcox

5 proven ways to make your first million dollars

Financial planner vs financial advisor, what’s the difference?

How Canadian couples manage their finances and investments

What you should look for in a bank account

When you should write your will and why

How to win the lottery

How John Tavares could save on taxes and how you can too

What does a kid really cost?

Planswell’s Top 7 Favourite Canadian Personal Finance Bloggers

Why you'll choose the wrong financial advisor

3 steps to get in control of your credit card debt

The Top 6 Best Financial Planning Books for Canadians

We made some assumptions about you

Start 2018 with a plan

Three money hacks that can make you richer

Five financial planning tricks that you need in your life

What's a financial plan? Glad you asked.

Snakes and Ladders: Andy the Architect

How do people in the financial industry get paid?

The new kind of financial advisor everyone's talking about
Insurance

3 things your insurance agent won’t tell you

How to make the most of your group benefits

How will the legalization of cannabis affect your workplace benefits?

Why shopping for insurance matters

How legal Cannabis use could impact your insurance

3 ways for a small business owner to pay for medical expenses

Critical illness insurance is great, just don’t buy it from TD Bank

Why Mortgage Life Insurance May Not Be the Best Idea

Should you get mortgage insurance?

Is it time to change your insurance policy?
Investing

3 things your investment advisor won’t tell you

New 2019 TFSA contribution limit

Top 10 myths about financial planning

Welcome to Financial Literacy Month

5 proven ways to make your first million dollars

How Canadian couples manage their finances and investments

How to make money like your favourite influencers

ETFs vs. Mutual Funds

How we upset the RRSP season

RRSP vs. TFSA: which is better?

Your options for a Registered Education Savings Plan (RESP)

How to invest like a legend

How to keep your data safe online (and how Planswell helps)

How to choose an RESP for Generation Alpha

Why NOT investing is riskier than investing
Mortgages

3 things your mortgage provider won’t tell you

How to make the homebuying process less stressful

What does a mortgage broker do?

Why having a good credit score is important – and how you can improve yours

Don’t let your mortgage break you

Which is better: fixed-rate or variable-rate mortgage?

How to get a better mortgage with Planswell

Planswell Homepage

About

Who we are
What we do
How it works
Why Planswell
Careers

Resources

Blog
FAQs
Financial planning 101
Insurance/Investment calculator
Monthly Budget Calculator
ETFs vs Mutual Funds calculator
Financial Literacy Month
Sitemap

More

Careers
For employers
Meet a PlanPro
Press
Our assumptions
Pricing

Legal

Terms of Service
Privacy Policy

Contact us

100 Lombard Street
Suite 400
Toronto, ON
Canada
M5C 1M3

1 (855) 752-6793
[email protected]

© 2018 Planswell Inc.
Mortgage disclaimer: Mortgages facilitated by Ryan Baynham (Broker License #M08003014) operating under Real Mortgage Associates Inc. operating as RMA Real Mortgage Associates (Brokerage License #10464) 578 Upper James Street Hamilton ON L9C2Y6.

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