November is Financial Literacy Month and we’re encouraging you to invest in your financial well-being and your financial future. This means taking control of your personal finances and reducing financial stress by building a financial plan, creating monthly budgets, and understanding your financial rights.
Your financial literacy and well-being goes beyond just your finances. Feeling better about your money and taking control of your financial future leads to less stress in your personal life, increases your confidence and helps you focus on what’s important for you and your family.
We believe that everyone should have financial peace of mind and feel better about their money. Because of that, we’re on a mission to help all Canadians take control of their financial futures without having to worry about sacrificing quality of life.
It all starts with a plan. Your (Planswell) financial plan will give you clear recommendations to optimize your borrowing, investing and insurance. It means knowing exactly what to do each month so you have enough money to enjoy every single stage of your life. Now that’s something to feel good about.
Answer about 40 questions in three minutes to create your plan.
You‘ll see exactly what to do each month. Talk to us if you have any questions.
We‘ll guide you through each step. It‘s faster and cheaper than anywhere else.