Mo' Money Podcast listeners get $20,000 managed free for the first year!Build your plan
Name: Jeff P.
Client since: June 2017
"Planswell enabled us to keep the same monthly payment but free up enough money to invest in the education of our twin boys."
Jeff P. was worried that he couldn’t afford to send his sons to university.
He implemented his plan in just days, and now he’s on track to have an education fund worth tens of thousands of dollars.
Name: John S.
Client since: May 2017
"Life is beautiful but it can be crazy. I wanted to make sure my daughters would be OK no matter what happens."
John S. used to wonder what would happen to his daughters if a health issue ever knocked him down.
He built a plan in minutes that not only creates wealth, but also protects his girls.
Name: Olivia R.
Client since: August 2017
"When my sister told me about Planswell, I was so excited! I finally have an investment strategy that fits my goals in life."
Olivia R. and her husband found out they were paying their financial advisor thousands of dollars in mutual fund fees each year.
Now they’ve slashed their fees and will retire way further ahead.
Planswell offers you a lot of advantages
Get free financial advice whenever you need it
Talk to unbiased, salaried experts, not commissioned salespeople
Find ways to reduce your monthly debt costs
If you own your home and are carrying debts, we can probably help
Grow your wealth
It’s not uncommon to save $250,000 between now and retirement
Financially protect yourself and the people you love
Have a plan that can survive an accident, illness, or even death
Save thousands of dollars compared to hiring a financial planner
Not to mention get fast, friendly service with way less paperwork
Monitor and update your plan as your life changes
Stay on track to your goals and see everything in one simple dashboard
You can’t get this kind of financial advantage anywhere else
The most powerful planning software
Your plan is created by a patent-pending financial planning engine unlike any other. You get step-by-step instructions to reduce your monthly expenses, save on fees, protect your wealth, build your investments, and reach your goals.
The ultimate dashboard
Your dashboard guides you through implementing your plan and allows you to keep track of it once it’s in place. You can always see what’s happening, and can quickly adapt your plan if anything ever changes.
Support from unbiased experts
You get on-demand access to unbiased financial advice from a team of salaried experts (not commissioned salespeople). You can use this support to get answers about any aspect of your plan or money in general.
Rob McMullen is a Harvard-trained expert at
Planswell. His job is to protect your best interests
when you make financial decisions.
The best value anywhere, period
When it comes to implementing your plan, we shop the market to find you the best deals for lending, investing and protection. We look for low interest rates, low fees, and cost-effective premiums. It’s like the traditional financial companies finally have to work for you. What a great feeling!
See what people are saying about Planswell
4 weeks ago
My fiancé and I had no idea how to get a mortgage. But really, who does know? When you're a first time home buyer, it's a scary and exciting time! Ryan was able to walk us through absolutely everything when it came to actually achieving our goal...
3 weeks ago
After completing an initial plan with Planswell, I was connected with a number of helpful and professional Planswell team members. My experience with Ryan, from their mortgage brokerage team, was especially notable. Ryan guided me through... More
Planswell is a great choice for my family's future! The team knows their products and are very open on what is the best option for you. More importantly, their customer service is excellent!! They treat us more than just clients but as part of the Planswell family.
4 weeks ago
Super friendly and knowledgeable staff. I definitely feel like my money is in good hands. Thanks guys!..
4 weeks ago
Amazing company with an amazing mission! I have attended events at the office and really enjoy myself. Such a great culture and really nice people!
4 weeks light ago
I have nothing but great things to say about Planswell! Their staff are experts and know what they are doing. Happy to be working with them.
in the last week
Very friendly, with the goal of setting up simple to use financial plans to ensure your goals are met.
In case you have questions...
Who are you?
We’re a Toronto-based team of experts in personal finance, data science and communications. We have CFPs, CAs, MBAs, PhDs. We’ve taught finance courses at the Rotman School of Management, contributed insights to CBC Radio, Report on Business and Investment Executive, and worked closely with dozens of traditional financial companies such as CIBC Wood Gundy, RBC Dominion Securities, Manulife and Investor’s Group.But even more importantly, we all believe that the outdated financial industry is in urgent need of an upgrade. Our mission is to deliver financial plans that are 100% in the best interests of clients like you every single time. Isn’t the future wonderful?
What’s a financial plan, anyway?-
Simply put: A financial plan is a detailed, step-by-step strategy to hit your wealth goals and prevent you from downgrading your lifestyle. Whether you retire, send your kids to school, or stop working ahead of schedule, your plan is there to make sure you continue to enjoy the life you love.
Will this really work for me?+
Why should I trust you?+
Why do I need this now?+
Why wouldn’t I just go to a bank?+
I have a family member who is a financial advisor. Why would I use Planswell?+
I just want returns. How does this actually make me more money?+
Is this just a budgeting tool?+
Does everyone in the financial industry just want to make commissions?+
How is this different than any other robo-advisor?+
My finances are so bad! There’s no way you guys can help me.+
What happens if this doesn’t work for me?+
100 Lombard Street, Suite 400
Toronto, ON M5C 1M3
The first $20,000.00 thats invested with Planswell Portfolios will not be charged the standard management fees for the first year.
All company names and logos are trademarks or registered trademarks of their respective holders. All calculations and case studies are based on actual client data, but do not represent a promise of debt savings, investment returns, or any other specific result. Names and images have been changed to protect their privacy. Access your detailed plan today and see what Planswell can actually do for you! Planswell Holdings Inc. is a financial planning company and is not registered to provide securities advice (we work with a registered portfolio manager who helps with that). If you have any questions, call us at 1-855-PLANSWELL.