PlanEasy Inc.

Who We Are

PlanEasy Inc.

Who We Are

Who We Are

PlanEasy Inc. is an independent fee-for-service financial planning practice based in London Ontario. Through our experience in both financial planning and technology we deliver a simple yet effective financial planning solution that is entirely online. This helps us reduce the cost of our service and lets us help as many people as possible.

What We Do

Our mission is to make financial planning as easy as possible. We help you create a financial plan that is both easy to setup and inexpensive to maintain. Through a series of questions, we provide a simple way to create a financial plan at a very low cost. We handle all the tough calculations and integrate applicable government programs to create a personalized financial plan for you.

Why We Do It

We believe objective and straightforward financial planning is something that every Canadian should have access to. We focus on individuals and families in their late 20’s to early 50’s. We believe that providing an inexpensive financial planning solution to all Canadians will help improve their financial situation and ultimately reduce the financial stress and uncertainty in their lives.

Owen Winkelmolen

Fee-for-service Financial Planner, FPSC Level 1, and Founder of PlanEasy.ca

Areas of Specialty: Budgeting, cash flow planning, tax & benefit optimization, financial independence & retirement planning.

Owen is a fee-for-service financial planner that works exclusively with ordinary households to improve their financial routines and reach their financial goals. He founded PlanEasy.ca to help make independent fee-for-service financial planning accessible to people in their 20’s, 30’s, 40’s and early 50’s. PlanEasy provides clients with inexpensive and unbiased financial advice through email, phone and innovative online platform.

An expert in taxes and benefits, Owen helps ordinary households navigate the complex rules and programs that exist in Canada. He helps clients pay off debt, improve cash flow, plan for children, and ultimately reach financial independence and retirement, all while ensuring they’re saving and investing in the most efficient way possible.

Owen is a husband and father to two young girls. He lives with his family in London, Ontario. He is an avid biker, commuting 20km each day along the Thames river, year-round. Owen is also active in the financial community in London. He volunteers with the CRA Community Volunteer Income Tax Program (CVITP), where he helps low-income households prepare their tax returns. He is also a volunteer and speaker with the Family Services Thames Valley Financial Empowerment Network and Goodwill Circles Program in London.

 

Links:

MyOwnAdvisor: They want to spend $50,000 per year in retirement. Did they save enough?

Business Insider: I tell clients not to check on their money every day — here’s why

Reddit: TFSA vs RRSP? Don’t forget about government benefits.

Pin It on Pinterest