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
Advice-Only Financial Planner, CFP, Founder of PlanEasy.ca
Areas of Specialty: Budgeting, cash flow planning, tax & benefit optimization, financial independence & retirement planning.
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