Your financial plan

Not sure what your financial plan can do for you? How about a lifetime of greater financial security. The best part is it’s free and there’s no catch. 😉


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Borrow wisely

Aside from taxes, interest charges might be the single biggest expense in your life. We’ll recommend ways to pay less for your mortgage, eliminate other debts where possible, and search for a mortgage with the best rate and features for you and your plan. Mortgages facilitated by Planswell Mortgages Inc (FSCO Brokerage License #13117) 100 Lombard Street, Unit 400 Toronto ON M5C1M3.

Be an investor

When you invest with Planswell Portfolios, your money can grow faster because the fees are just a fraction of typical mutual funds. You’ll also know exactly how to split your money between RRSPs, TFSAs, RESPs and other accounts to pay less tax.

Protect yourself

Insurance is like a safety net to make sure that a health issue does not also become a financial issue. We will calculate the ideal type and amount of insurance to protect your plan, and shop around to find the best policies at the best prices for you.


Build your (really) free plan now


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