Terms of service

Here are the terms and conditions that you must accept when you visit this website.

Don‘t take anything personally

Everything you see on our site, such as an article or a video or even a link to another website, is meant to give you general information. It is not meant to be taken as legal, accounting, financial, insurance, borrowing or tax advice, and it is not meant as an offer to sell you anything. You must create your own financial plan and talk to our experts in order to receive advice on your personal situation.

Let us know if you see a mistake

We love to help people understand money better. But we’re only human, so there will occasionally be a mistake on this site, or on a site that we link to. It could be a typo, an out-of-date number, or even something worded incorrectly. If something doesn’t look right to you, let us know and we’ll clear it up right away, but you can’t sue us over it.

Please respect our stuff

Everything on our site is protected by copyright and trademark laws. You are welcome to share our site with anyone you wish. You may be able to reproduce some of the content from our site if you talk to us about it first. But you are not allowed to take things from our site and publish them elsewhere without our permission. It’s not only illegal, it’s just not nice.

Treat promotions fairly

Our refer-a-friend program and other promotions like it are meant to reward our clients for recommending Planswell to people they know. Unfortunately, there’s always a chance that someone will try to cheat or take advantage of such a program. It’s for this reason that we reserve the right to review any potential reward on a case-by-case basis, and disallow it if we think something doesn’t look right.

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]

Going to court over something on a website seems unlikely, but if a dispute ever happens, it will be settled in the city of Toronto under the laws of Ontario and/or Canada.

If you have any questions about how we handle the privacy of your information, please see our privacy policy.

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