Planswell x Make Lemonade

Helping business owners (and Canadians) just like yourself feel better about their money. Whether you’re looking for investment, insurance, or mortgage advice, you’re in good hands.


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As a company that was built by entrepreneurs and a team that has many various side hustles, we get it. When you are your own boss with potentially more than one stream of income, your personal finances can become much more complicated. That’s why Planswell is offering Make Lemonade members something special. Come join us for lunch in our Toronto HQ for a free one hour, personalized business finance planning session.

Get started today and build your plan through or email [email protected].

3 minutes later, you look like a genius

Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected.

Your plan will give you clear recommendations to optimize your borrowing, investing and insurance. People will wonder how you got so smart.


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Life’s good when you have a plan

Just about anyone you can talk to about your money is a commissioned salesperson. As a result, wealthy people tend to get biased advice, and non-wealthy people tend to get nothing at all.

Your plan is not only free, it’s mathematically sound and 100% in your best interest. If you ask us to implement your plan, we’ll do it at the lowest possible cost.


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