Helping people feel better about their money is no small task. It requires millions of calculations, thousands of hours, and an insane amount of caffeine! We’ve clearly exceeded Health Canada’s safe maximum caffeine intake, but we’re more than okay with that. ☕🤪
We crushed the big banks for both employee and client satisfaction!
That’s right – we’ve built more than 100,000 free plans for Canadians. We’ve helped them connect their mortgages, investing and insurance all in one place. We’re proud of this number, but we still have millions more people around the world to assist with their money. 💪
100,000+ plans, 282,256 minutes on the phone with our clients, and more than 1,000 free planning appointments, all thanks to our dedicated team of 58 superstars. P.S. If you want to join us, check out our current career openings. 👊
We were ranked #11 on LinkedIn’s list of the top 25 Canadian startups in 2018. This is a big honour in a country with over 2 million entrepreneurs and thousands of startups. We believe the reason for our success is the power of our mission: helping to build happier, more financially stable families and communities everywhere we go.
2018 was a busy year! We were involved in some really cool initiatives, and made a lot of media appearances, including 18 expert panels, 8 podcasts, 6 publications, 3 keynote speeches, 3 TV shows, and a 1 talk radio show. Want to learn more about us? Ask us to present a lunch ‘n’ learn for you and your friends or co-workers.
Plan: World Domination
In 2018, we visited some pretty cool places and proved that people all over the globe want to build plans with us. 2019, here we come…
Countries we visited are RED
Countries where we built plans are GREEN
Coming soon are YELLOW