PlanEasy.ca
201 King St.
London, Ontario
Company Overview
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 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.
Core products & services
Premium financial planning – Individuals, couples and young families
Basic financial planning – Individuals, couples and young families
Personal finance courses – Budgeting, Debt payoff, New Grad Personal Finance Bootcamp, Combining Finances for Couples
Industry:
other
TechAlliance member since:
2017
Key Personnel
Owen Winkelmolen, Fee-for-service Financial Planner & Founder of PlanEasy.ca
Owen is a fee-for-service financial planner that works exclusively with middle to low-income households across Ontario. He founded PlanEasy to help make fee-for-service financial planning accessible to young people in their 20’s to 40’s. Through PlanEasy.ca he provides clients with inexpensive and unbiased financial advice via email, phone and video chat.
Owen is also active in the financial community. He volunteers with the CRA Community Volunteer Income Tax Program (CVITP) at the Cherryhill Library where he helps low income households prepare their tax return. He also is a volunteer and speaker with the Family Services Thames Valley Financial Empowerment Network.
Awards & Nominations
- TechAlliance 60-Second Pitch 3rd Place Winner
