At PlanEasy.ca we believe that everyone can achieve their financial goals.
PlanEasy.ca is an online fee-for-service financial planner. We don’t sell products, we provide advice. We do that through our innovative online platform, via email, phone, and video chat.
We help young professionals and young families build comprehensive financial plans to manage their income and expenses, pay off debt, and invest their savings wisely. We help our clients reach their financial goals, whether that be buying a house, starting a family, or something completely different, like taking six months off to travel the world.
We optimize our plans for income taxes and government benefits to ensure our clients reach their goals in the easiest way possible.
Whatever your goal, we can help make it happen.