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 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.

Owen Winkelmolen

Fee-for-service Financial Planner, QAFP, 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 with individuals, couples, and families to reach their financial goals, whether that be paying off debt, planning for children, planning for retirement, or just feeling secure with their finances.

He founded PlanEasy.ca to help make independent fee-for-service financial planning easy, accessible, and inexpensive. PlanEasy provides clients with unbiased financial advice through phone, video, and innovative online platform.

An expert in taxes and benefits, Owen helps ordinary households navigate the complex tax and government benefit 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.

Click ‘Start Planning’ to see if we’re a good fit.

 

Links:

Financial Post Case Study: Alberta couple with big age gap worry that their prosperity is fragile

The Globe And Mail: Online approach proving to be a winning formula for some financial planners

Financial Post Case Study: In retrospect, selling the house to fund a $50,000 travel habit may not have been couple’s best move

MyOwnAdvisor Case Study: They have $1.2 million and no pensions, can they retire?

The Globe And Mail: Liberals’ proposed tax-free parental leave could help high earners more than middle class

Financial Post Case Study: They have $2.9 million in assets, but will have trouble living up to millionaire status in retirement

Financial Post Case Study: Double layoff means early retirement for Quebec couple, but $1.9 million in savings will see them through

MyOwnAdvisor Case Study: Age 60, retirement on a lower income – can I do it?

Financial Post Case Study: Why this woman with $1.5-million net worth, most of it tied up in her home, shouldn’t bother selling

Financial Post Case Study: How this Ontario single mom can retire early at 60 — with extra money to spend

MyOwnAdvisor Case Study: FIRE at 52, how to draw down what we’ve worked so hard for

MyOwnAdvisor: What is a LIRA and how should you invest in it?

Because Money: S5 Ep6: Couple Money: Owen and Susan

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

Financial Post Case Study: Aiming for early retirement at age 50

MyOwnAdvisor Case Study: Early 90s, sold the home, now what?  How to invest $600,000 to cover retirement home expenses

MyOwnAdvisor Case Study: 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

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