Who We Are
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 30’s, 40’s, 50’s and early 60’s. We believe that providing easy, accessible, and inexpensive financial planning to all Canadians will help improve their financial situation, financial security, and overall peace of mind.
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.
Business Insider: I tell clients not to check on their money every day — here’s why