Privacy policy

Here’s how we protect your privacy.

We ask only for what we need

In the course of dealing with Planswell, you will be asked for a variety of information about yourself, your family, your finances and your goals. We ask these things for a variety of reasons, such as making sure we give you the right recommendations, applying for things like insurance and mortgages, preventing fraud, and complying with regulators, governments and other authorities. We always respect your trust and go above and beyond to keep your information private.

We may need to check you out

The Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) is Canada’s financial intelligence unit. Its job is to detect, prevent and deter money laundering and the financing of terrorist activities. In order to comply with FINTRAC, Planswell will run a background check, including accessing your credit rating, when you implement a financial plan with us. This is done to verify your identity, and will not impact your credit rating in any way.

We like to stay in touch

By creating an account with Planswell, you agree that we can contact you from time to time by phone, email, sms and regular mail. One of the reasons we’ll get in touch is to remind you to update your plan twice a year. We may also let you know about new features or opportunities that we think you might like. You can unsubscribe at any time by calling 1-855-PLANSWELL, through the unsubscribe link in our emails or by writing to [email protected].

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