PlanEasy Inc.

Who We Are

PlanEasy Inc.

Who We Are

Who We Are

PlanEasy Inc. is an independent advice-only financial planning practice based in 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 advice-only financial planning easy, accessible, and inexpensive. 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.

Planning Team:

Owen Winkelmolen

Owen Winkelmolen

Advice-Only Financial Planner, CFP, Founder of PlanEasy.ca

 

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

Learn more about Owen…

Chris Enns

Chris Enns

Advice-Only Financial Planner, CFP

 

Areas of Specialty: Budgeting, cashflow planning, planning for children, planning for home buying, planning for the first time

Learn more about Chris…

Daniele Degano

Daniele Degano

Advice-Only Financial Planner, F. Pl./Pl. Fin.

 

Areas of Specialty: Budgeting, cash flow planning, tax & benefit optimization, retirement planning, residents of Quebec.

Learn more about Daniele…

Development Team:

Tharshan

Tharshan

Sr. Developer

Matthew

Matthew

Jr. Developer

Qi

Qi

Jr. Developer

You?

You?

Join Our Team!

Pin It on Pinterest