We’re a great fit! Don’t go anywhere, we’re busy setting up your account right now! We’ve sent you an email with next steps, it will arrive in…

Next steps…

  1. Check email when timer reaches zero*
  2. Set a password for your PlanEasy account
  3. Log in to the PlanEasy platform at app.planeasy.ca
  4. Book a free Discovery call with an advice-only financial planner


Before we get started on a financial plan, we want to do a quick Discovery call. During the Discovery call we will talk about your values, goals, and what you’re hoping to get out of a financial plan. After the call we’ll create a custom proposal outlining your financial planning engagement, the cost, and the next steps to get your plan started.

*Don’t forget to check junk/promotion folders as well, with all the financial terms emails can sometimes go to junk/promotions, add planeasy.ca as a safe sender to ensure you receive future emails from us.

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