PlanEasy Inc.

Who We Are

PlanEasy Inc.

Who We Are

Who We Are

We are a lean fintech start-up based in London Ontario. We sit at the intersection of the financial planning and the tech communities. 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

We make financial planning easy. 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. To get started, all you need to do is answer some simple questions.

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 20’s to 40’s. On average this group does not receive unbiased financial planning advice on a regular basis. We believe that by providing an inexpensive financial planning solution to young Canadians we can help improve their financial position and ultimately reduce the financial stress and uncertainty in their lives.

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