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…
- Check email when timer reaches zero*
- Set a password for your PlanEasy account
- Log in to the PlanEasy platform at app.planeasy.ca
- 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.