Yes, you read that right. You have access to the world’s best financial planning technology and unlimited, 1-to-1 support from unbiased experts.
There’s no cost to you. There’s also no catch 🙂
A clear plan to maintain your lifestyle forever
Education savings optiomization
Insurance needs analysis and optimization
Total integration of investment, insurance and borrowing
Investment recommendations designed for your plan
Personalized supports from our expert PlanPros
Tax optimization amoung your TFSA, RRSP and all other accounts
Debt consolidation and optimization
Plan update every 6 months to keep you on track
Mortgage lenders pay us an industry-standard fee between .5%-.7% of the value of your mortgage. We’ll find the mortgage with the best rate and features for you, eliminate other debts where possible, and make sure everything is integrated with your plan.
When you invest your money with Planswell Portfolios, you’ll pay an annual investment management fee that’s lower than comparable mutual funds from a bank or financial advisor. The fee is calculated monthly and deducted automatically.
Insurance companies pay the same regulated fees to Planswell as they would to a regular insurance agent. The difference with Planswell is we will never over- or under-insure you, and we will shop around to find the ideal policy at the best price for your plan.