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Would you like to retire some day and not have to worry about whether you’ll have enough to live on?
Here are our five tips to help you get your financial house in order — now and in the long run.
Imagine waking up to the sound of waves in a beach town in Mexico or sipping on a fine wine in the French countryside.
Becoming an expat after years of hard work seems like the perfect way to enjoy the golden years.
Here's our guide on retiring abroad.
On September 12, an all-star panel with speakers from
#Planswell
,
@ratehub
,
@Borrowell
&
@Wealthsimple
will discuss the future of the fin-tech industry in Canada. 🇨🇦
@finimize
will be hosting the evening @ the Wealthsimple Toronto HQ. See you there! 👋
Congratulations,
@Borrowell
on launching free
@Equifax
credit report monitoring - an amazing first for Canadians! Curious about your
#credit
? Check it today for free at
#TeamPlanswell
is here at
#CollisionConf
all week and we’re stoked to see how many people are here to see what the tech scene has to offer - right in our own backyard.🙌
Want to meet up and chat all things
#fintech
? DM us and we’d love to meet up.
@CollisionHQ
"After all the talk of
#AI
and
#cleantech
in Canada over the past few months, fintech companies must have felt a bit left out. Planswell decided to step up and address that concern with a brand new $7m funding raise..." Read all about it on
@techvibes
:
Huge thanks to everyone who came out for the inaugural Canadian
@finimize
panel tonight!💸
There was great discussion around innovation, regulation and what’s next from our Director of Product, Mark, alongside
#fintech
leaders from
@Borrowell
,
@ratehub
, and
@Wealthsimple
.
Have you heard of the Manulife One Mortgage? 🏡
Now live on the
#Planswell
blog, we discuss what exactly it is and whether or not this incredibly unique tool is a good fit for you 👇
#mortgage
#manulifeone
#personalfinance
Did you know that 48% of Canadian parents don’t have a will, & that 10% of wills are out of date?
Now live on the Planswell blog,
@erinbury
, CEO of
@WillfulWills
explains the top reasons why making a will should be on your back-to-school checklist! 📝
Debt has become a feature of modern life. While many of us contend with personal debt while we are alive, but what happens to our debt when we die? Today on the blog, our friends over at
@omcompany_
walk us through the important details.
Feelin’ a lot like summer here at Planswell HQ today!
No better way to celebrate 100+ Google reviews and a 4.8🌟 rating than with some ice cream.
To think that only a few months ago we had around 25 reviews is wild. Way to go, Team Planswell. 🚀
#Failure
is a part of any success story & Planswell's CEO, Eric Arnold, is no exception. Join Team Planswell at
@FuckupNightsTO
next Wednesday, July 17 to hear Eric speak about how his multiple failures lead him to
#success
🚀. RSVP below 👋!
"Currently, in
#Canada
, only 1% of the population has access to high net worth wealth management services. As a result, Planswell wants to serve the rest of the 99% ." Thank you again
@crowdlinker
for including us as an
#insurance
innovation leader!
When you’re an entrepreneur finances become much more complicated. Having a financial plan is essential to make sure your business is not only sustainable but continues to grow. Today on
@PulseBlueprint
, we walk you through the basics of financial planning.
Our awesome marketing manager
@KrisBorghesan
, will be a panelist at the fourth
@content_talks
on November 6. This event brings together marketing, communications & media specialists across all industries to network and learn about content. Register today!
What are some of your favourite podcasts that you're currently listening to?
Here's the list of our top 9 favourite
#Canadian
#business
#podcasts
, enjoy!
When on the hunt for a new home, there are a few key things buyers tend to keep in mind. Now on the
#Planswell
blog,
@zoocasa
dives into the market’s sales-to-new-listings ratio. Take a read to find out if your city is in a buyers’ or sellers’ market 🏘️.
Thanks to the team at
@MaRSDD
for featuring our current job openings this month!🙌
We’re on the hunt for a QA Analyst, Business Development Reps, Full Stack Dev, Marketing Director, and a Product Manager.
Check out all of of our job postings at 🌟
“Banks don’t want to work with us because we’re doing what is in the client’s absolute best interest - no matter what.” - Eric Arnold our CEO is chatting all about Planswell at tonight’s
#InnovationTO
panel. 🚀
"I love working at Planswell because I love building a product that can improve people’s lifestyle. We have a team of great mentors that are focused on not only our growth in the company, but personal growth as well.”
@JSONDu
, Software Developer 🚀
Are you attending tonight’s
@TechTorontoOrg
event? A few members of
#TeamPlanswell
are here as well! If you’re looking to chat about potential career opportunities, startup life, or financial planning, shoot us a message👋🏼 ! We’d love to chat in person😄
#TechTO
Laughing: a series 🤣
THANK YOU to everyone who attended Comedy Night at Planswell last night! We hope you all had an amazing time, enjoyed some great jokes and mingled the night away 🌟 We can’t wait to see you at the next event 👋
Best way to start the week? A financial planning lunch and learn with our friends at
@ratehub
👏🍕
Have a question about financial planning or think your office could benefit from some pizza + financial knowledge? DM us today.📥
Many think of a credit card strictly as a
#spending
tool, but they can help our
#budget
in a variety of ways when used responsibly & strategically.
Now live on the
#Planswell
blog,
@ratehub
explains how credit cards can actually help your budget!
Friday night the Planswell team got together and celebrated the season with our annual holiday party 🎄. Thanks to all of our clients, friends and family for a groundbreaking 2018! 2019, let’s do this 👊🏻.
Recently,
@BetaKit
sat down with
#Planswell
CEO, Eric Arnold, to discuss the importance of financial planning for everyone, and how we are changing people's lives. 🚀
Huge thanks to
@jacquelinegyl
for putting this all together!
Attention all students headed to university or college this fall: our friends at
@Borrowell
have created The Ultimate Guide To Personal Finance For College and University Students by Borrowell!💸🎓
Check it out to ensure you have a successful year:
Okay, folks - as much as we did say our upcoming Comedy Night on Thursday was the event of the season, we were wrong. 🏀
We’ve rescheduled Planswell’s Comedy Night so
#Toronto
can focus on the true event of the season.
New date: Thursday June 20 @ 6PM
#TBT
to S1 E10 w/ Eric Arnold of
@getplanswell
Eric shares his experiences from 9 “failed” projects and startups before starting up Planswell. This episode is PACKED with fun and a TON of valuable insights!
Listen here 👉
Last week
@LinkedIn
released their annual list of Canadas 25 most sought-after startups. Out of 1000's of startups in Canada, Planswell is number 11 on this list. We asked 11 of our employees why they think we made the list and this is what they had to say
"I don't think we've made a dent yet on the financial industry. People are getting hurt out there and that's motivating us to fix it." Check out
@jeburton9
's article about Planswell's mission on
@WealthProCA
:
Your
#credit
score is one of the most important factors lenders consider before approving your credit application 💳.
Now live on the
#Planswell
blog,
@Borrowell
explains why monitoring your credit score is so important to your
#financial
health 💰.
It's true! Mark your calendars 🗓, our next Planswell event is here, & it’s bound to be a hoot 🤪 Get ready for Comedy Night with Planswell 🎤! Expect comedians, drinks and pizza! Be sure to share this event with friends and family🚀. See you there👋🏼.
Another
@getplanswell
party is in the works!🍕Come join us at Planswell HQ for some za, drinks + some seriously awesome standup comedy on May 30th @ 6PM.
RSVP here:
Happy Canada FinTech Week 🇨🇦!
We're looking forward to a great week that includes our CEO, Eric Arnold, chatting all about his journey building Planswell at the Digital Finance Institute (DFI)'s
@FinTechCA
conference this Wednesday.
#FinTechCA
#PersonalFinance
#Planswell
If you’re a small business owner, or someone looking to set up a new employee benefits plan, you’ll want to learn the ways to make the most of it, without breaking the bank. On the blog
@gethumi
breaks down how to make the most of your group benefits plan.
Our awesome Plan Pros are here at the
@PublicisSapient
Wellness Fair to teach people all about financial health! 💰
If you’re attending, stop by - we’d love to chat! 👋🌟🚀
Over 17,000 Canadians have built a financial plan with us. Do you know what you need to do to reach your goals? Spend 3 minutes and build your plan today:
#Planswell
“Planswell allows me to not only fuel my entrepreneurial spirit, but allows me to give Canadians clarity in a previously complicated and convoluted space.” Scott Wetton, COO
If you’re wondering if you should pay off your mortgage faster, you’re not alone. However, does it actually make sense to pay down your mortgage faster? 🏡
We dive into it on the
#Planswell
blog 👇
With kids heading back-to-school today, there may be a to-do list that Canadian families are still checking off ✅
Here are 5 tips to help you keep your back-to-school shopping on track & to set your family up for a successful year ahead 🚀
Given the volume of personal
#financialplanning
#books
on the market, you’d think your average
#Canadian
would have a better handle on their finances.
Here's our top-6, all-time greatest, Canadian personal financial planning books.
.
@chrisbuttenham
and myself did a thing!
We made it through to the shortlist for the
#NotableAwards
podcast of the year w/
@theaotfpodcast
!
You can get your daily votes in at
Thanks in advance and we appreciate all the ongoing support!
If you're at
#AltFiToronto
today don't miss this afternoon's panel about open banking in
#Canada
! Catch our CEO, Eric, among other leaders in
#fintech
discuss + debate this topic. PS huge shoutout to
@Borrowell
for bringing the first Canadian
#AltFi
to Toronto - congrats!🇨🇦
These days,
#technology
has the ability to help you help get your finances back on track. 💪
Thank you to
@Borrowell
for including
#Planswell
in their top 5
#financial
app picks, and sharing how we can help make your financial life a whole lot easier.
🚨 SAVE THE DATE 🚨
Join us at
@BrainStation
on September 25, to hear our Director of Product, Mark Yamashita +
@DanEbs
, Jason Field & others discuss how FinTech has transformed our relationship with financial service providers.
Reserve your spot today!
Where do you get your financial advice? Relying on social circles to provide financial advice leaves lots of room for misinformation. We’ve rounded up 4 common personal finance tips for our friends at
@zoocasa
that will actually fail you in the long run.
“Planswell can make a financial plan work for you whether you’re an artist or tradesmen or medical professional.” Thanks
@calgaryherald
, & 2 of our amazing clients for sharing the word about Planswell and how we help Canadians become financially stable💰!
Buying a house is stressful, there's no questioning that. 💸 Our friends at
@ratehub
have shared a few tips to help you prepare for the home-buying journey and make it less stressful. 🏠
If you’re building a side hustle, you’re not alone. In fact, you’re in the majority. A recent study found that 71% of employees have a side hustle. Live on the Planswell blog,
@FoundedCo
take you through the less fun items of launching your side hustle:
Gov + Andy are serving all of the financial planning knowledge for the awesome team at
@connectedio
today.
Think your team would benefit from a Financial Planning 101 lunch and learn? Email Claudia @ claudia
@planswell
.com today to learn more about our lunch and learn program.📩
“Planswell made learning about investments, insurance & mortgages fun & interesting.” Great testimonial from Planswell client + friend
@LeisseWilcoxon
todays front page of
@TorontoStar
Smart Money + Life section!
John Bogle, the founder of
#Vanguard
, was the grandfather of low-cost investing. One of the most amazing things about him is that he sacrificed billions of potential dollars of his personal wealth in order to help millions of regular people get further ahead. RIP to a great man.
In about 3 minutes, you can build a financial plan to know exactly what you need to do each month to ensure you'll reach all of your financial goals:
#Planswell
#Goals
Instead of sitting by the fire in your holiday socks today reading a book, get a head start on figuring out your 2019 financial goals and build your plan... it will only take 3 minutes out of your
#selfcare
time, we promise:
#BoxingDay
Get a full financial plan today without needing an
#investment
advisor,
#insurance
agent or
#mortgage
broker. Bonus, you can do it all on your phone or computer.
Earlier this year, LinkedIn released their Top Startups List for Canada & Planswell is proud to say we ranked # 11. However our friends to the west were left out...Kudos to
@Sharan_Sumal
/
@DailyHiveVan
for this mini analysis of great startups in Vancouver!
With so many credit cards offering
#cashback
,
#travel
, and dining perks, it's tough to find the right one. Here are 6 of the best credit cards in
#Canada
💳.
Our CEO, Eric Arnold, will be the featured speaker of this months StartupTech TO: Founders Talk 👏! This is a perfect event to network with fellow entrepreneurs, startup founders, tech enthusiasts or to just meet new people. Grab your ticket today!
“I just found that there was such a demand out there but I wasn’t allowed to work with clients that didn’t have hundreds of thousands of dollars,” said CEO, Eric Arnold. Read more from today's article on
@WealthProCA
:
#Planswell
When people think of wills they ultimately think of death - and no matter which way you slice it, it’s a topic we’re all too happy to avoid. Our friends at
@WillfulWills
have broken down when you should think about your will + why on our blog here:
“Most people aren’t even sure if the person they’d be sitting with at the bank is acting in their best interest. We’ve been busy educating a lot of clients about our mission & as we grow I’m excited for everyone to know more about Planswell.” Raid Naji, Product Manager
At
#Planswell
, we’re a team of financial experts, engineers and designers who believe financial planning should be available to everyone without the bias, jargon or fees of the traditional financial industry.
"I love Planswell because I love working in a collaborative, dynamic and progressive environment 🌟. I love helping Canadians become more financially literate & setting them up for success.” Natalia Alvarez, Plan Pro
“After a day of helping Canadians become financially stable, I get to go home & feel excited about the amazing work I get to do. My team is amazing - everyone is crucial to the success of the business & has an impact on how Planswell grows & changes!” Abdullah, Client Success
Your credit score & credit report are 2 pieces to the puzzle that is your financial life. Nearly all of the information within your credit report is sensitive so it's helpful to know who can access it.
@LoansCanada
breaks down this topic on the blog today:
At Planswell, we believe everyone should have access to free, unbiased financial planning and advice. Do you? If you have immense grit, a passion for helping people and endless curiosity we'd love to meet you.Check out to find out more + apply today.