The best plan also has the best price: Free

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 for free.

There’s no cost to you. There’s also no catch 🙂

 

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You might be asking yourself:

“If it’s Free, how does Planswell make money?”

Great question, let’s break it down

Smart mortgages to support
your plan

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. *Mortgage disclaimer: Mortgages facilitated by Planswell Mortgages Inc (FSCO Brokerage License #13117).

Learn more about Planswell Mortgages >

Low-cost investments to grow
your wealth

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.

Learn more about Planswell Portfolios >

The ideal insurance to protect you

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.

Learn more about Planswell Insurance >

Planswell Insurance - Protect your assets

You get:

 

A clear plan to maintain your lifestyle forever

Education savings optimization

Insurance needs analysis and optimization

Total integration of investments, insurance and borrowing

Investment recommendations designed for your plan

Personalized support from our expert PlanPros

Tax optimization among your TFSA, RRSP and all other accounts

Debt consolidation and optimization

Plan update every 6 months to keep you on track

Comprehensive, updateable financial plan for free
One-stop investments, insurance and mortgages
Ultra-low investment fees
Shop the best insurance and mortgage rates
Unlimited, expert advice
Relatable squirrel
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BANK BRANCH
FINANCIAL ADVISOR
FEE-ONLY PLANNER
ROBO ADVISOR

SO WHAT ARE YOU WAITING FOR?

Build your (really) free plan now

 

Start now