Automated financial planning.

Start Planning

Automated financial planning.

Start Planning

What is PlanEasy?

PlanEasy is an automated financial planning platform that is entirely online. PlanEasy is…

Simple

PlanEasy helps make financial planning easy. We handle all the tough calculations and integrate applicable government programs. To get started, all you need to do is answer some simple questions.

Automated

We automate the financial planning process. Tell us your financial goals and we’ll create a map to help you get there. Create your own financial plan without having to be an expert.

Custom

Answer some basic questions so that we can tailor a financial plan just for you. Tell us about your current situation and your goals for the future. We’ll customize a plan that works for you.

Fun

PlanEasy is not some boring spreadsheet. It’s a fun and intuitive way to plan your finances. Use PlanEasy’s point system to track your progress. Earn badges when you reach financial planning milestones. Learn how to improve your overall financial health.

Unbiased

We work for you. PlanEasy is fee-only. We provide advice, we don’t sell products. There are no commissions, no sales goals, and no hard sell.

Inexpensive

PlanEasy is affordable. Our goal is to provide low cost financial planning for all Canadians. Our plans start at just $8/month.

What is PlanEasy?

PlanEasy is an automated financial planning platform that is entirely online. PlanEasy is…

Simple

PlanEasy helps make financial planning easy. We handle all the tough calculations and integrate applicable government programs. To get started, all you need to do is answer some simple questions.

Automated

We automate the financial planning process. Tell us your financial goals and we’ll create a map to help you get there. Create your own financial plan without having to be an expert.

Custom

Answer some basic questions so that we can tailor a financial plan just for you. Tell us about your current situation and your goals for the future. We’ll customize a plan that works for you.

Fun

PlanEasy is not some boring spreadsheet. It’s a fun and intuitive way to plan your finances. Use PlanEasy to track your progress. Earn badges when you reach financial planning milestones. Learn how to improve your overall financial health.

Unbiased

We work for you. PlanEasy is fee-only. We provide advice, we don’t sell products. There are no commissions, no sales goals, and no hard sell.

Inexpensive

PlanEasy is affordable. Our goal is to provide low cost financial planning for all Canadians. Our plans start at just $6/month.

Our Customers

PlanEasy is designed for individuals and families with modest income and net worth.

Our typical customers are those in their 20’s, 30’s and 40’s, who are either single, in a relationship, or have a young family.

Learn more about how it works.

Learn more about how it works.

Financial planning made easy.

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