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Planswell

@getplanswell

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Following
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Providing the world's most actionable financial planning experience to everyone, for free. Build your free financial plan in 3 minutes via the link below.

Toronto, Ontario
Joined May 2016
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@getplanswell
Planswell
9 months
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.
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@getplanswell
Planswell
11 months
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.
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@getplanswell
Planswell
8 months
Did you know, in Canada, if you bought a home in 2023 you can claim up to a $10,000 tax credit? *Queue the #Saltburn ending re-enactment*
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@getplanswell
Planswell
9 months
The average cost for a one-week vacation in 2023 was $1,919 per person. How much are you budgeting for a vacation this year?
$1k-$2k 🍹
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$2k-$4k 🌴
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$4k+ 💰
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Staycation it is 😊
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@getplanswell
Planswell
5 years
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! 👋
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@getplanswell
Planswell
5 years
Our CEO, Eric, spoke all about his entrepreneurial journey and building Planswell at @DFInstitute 's 5th National Canadian #FinTech Conference this am. So great to see such amazing feedback about his talk - thanks, Michael! @FinTechCA #CanadaFinTechWeek #TeamPlanswell
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@getplanswell
Planswell
7 years
Congratulations, @Borrowell on launching free @Equifax credit report monitoring - an amazing first for Canadians! Curious about your #credit ? Check it today for free at
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@getplanswell
Planswell
5 years
#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
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@getplanswell
Planswell
6 years
"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 :
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@getplanswell
Planswell
6 years
We're thrilled that #Planswell is included alongside some other awesome Canadian startups on @LinkedIn 's Top Startups of 2018🎉: P.S. we're hiring!🚀 #LinkedInTopStartups #TechJobs #StartupLife
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@getplanswell
Planswell
5 years
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 .
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@getplanswell
Planswell
5 years
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
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@getplanswell
Planswell
6 years
#TeamPlanswell started the morning off right with a not-so-average egg hunt 💸🥚 Happy Easter weekend from our family to yours!
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@getplanswell
Planswell
5 years
Planswell’s monthly newsletter has officially hit inboxes this morning 💻! Are you interested in being on the email list? Reach out to us today 👋
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@getplanswell
Planswell
5 years
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! 📝
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@getplanswell
Planswell
6 years
The amazing #TeamPlanswell has worked tirelessly ensuring over 84,000 Canadians have been able to build a financial plan.🙌 Now, let’s have some fun - #Niagara2018 here we come!🎉 #StartUpLife #FinTech #Planswell
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@getplanswell
Planswell
5 years
Wednesdays are for #TeamPlanswell yoga. 🧘‍♂️🧘‍♀️
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
5 years
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. 🚀
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@getplanswell
Planswell
5 years
#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 👋!
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@getplanswell
Planswell
6 years
"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!
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
6 years
Happy to have you on the team, @nishirathod85 !
@junocollege
Juno College of Technology
6 years
This morning, @nishirathod85 joins the team at @getplanswell as a Junior Developer. Have a great first day Nishi!
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@getplanswell
Planswell
6 years
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!
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@getplanswell
Planswell
6 years
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!
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@getplanswell
Planswell
5 years
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 🏘️.
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@getplanswell
Planswell
5 years
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 🌟
@MaRSDD
MaRS
5 years
Find a job in tech at one of these startups this July.
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@getplanswell
Planswell
6 years
“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. 🚀
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@getplanswell
Planswell
5 years
"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 🚀
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@getplanswell
Planswell
7 years
We're at #TechTO tonight and we're hiring! Come find us - we're in the #Planswell shirts! #TeamPlanswell
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@getplanswell
Planswell
6 years
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
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@getplanswell
Planswell
5 years
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 👋
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@getplanswell
Planswell
5 years
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.📥
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@getplanswell
Planswell
5 years
Our CEO, Eric, was live on @CHCHTV Morning Live this am to talk all about growing a family and a company at the same time. 🚀
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@getplanswell
Planswell
5 years
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!
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@getplanswell
Planswell
6 years
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 👊🏻.
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@getplanswell
Planswell
7 years
Hey, @BrainStationTO #WebDevelopment + #UXDesign students! We're growing our team and we're stoked to come check out what you've been up tonight at the showcase! If you're a #WebDeveloper or #UXDesigner we want to meet you - check out our careers page:
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@getplanswell
Planswell
5 years
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!
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@getplanswell
Planswell
5 years
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:
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@getplanswell
Planswell
7 years
Great discussion at the Machine Learning FinTech Conference today on the WealthTech Panel. #MLX cc: @getmylo @wealthscope @rotmanschool @rotmanfinhub
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@getplanswell
Planswell
5 years
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
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@getplanswell
Planswell
8 years
Our CEO, Eric, is guest lecturing at @yorkuniversity this morning talking all things personal finance, startups and #Planswell ! ✅
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@getplanswell
Planswell
6 years
Always a great listen!
@theaotfpodcast
The Art of The Fail Podcast
6 years
#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 👉
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@getplanswell
Planswell
6 years
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
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@getplanswell
Planswell
6 years
"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 :
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@getplanswell
Planswell
5 years
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 💰.
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@getplanswell
Planswell
5 years
Happy #PrideMonth from all of us here at Planswell! We have, and always will, proudly support the LGBTQ+ community. 🌈
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@getplanswell
Planswell
5 years
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👋🏼.
@larnold5
Lauren Arnold
5 years
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:
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@getplanswell
Planswell
5 years
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
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
5 years
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! 👋🌟🚀
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@getplanswell
Planswell
7 years
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
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@getplanswell
Planswell
6 years
“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
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@getplanswell
Planswell
6 years
We shared the top 5 tips for getting into today's housing market on @zoocasa 's blog today: #housingmarket #realestate #mondaymotivation
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@getplanswell
Planswell
5 years
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 👇
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@getplanswell
Planswell
5 years
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 🚀
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
6 years
We’re very proud of our very own Marketing Manager, @KrisBorghesan , for being nominated for his awesome podcast, @theaotfpodcast , for @NotableCA ’s Podcast of The Year!🎉
@KrisBorghesan
Kris Borghesan
6 years
. @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!
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@getplanswell
Planswell
6 years
And it’s been a blast having you - way to go, @jasondu7 🙌🎉
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@getplanswell
Planswell
7 years
Some amazing founders here at #FintechTO tonight and we're thrilled to be among them! #TeamPlanswell
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@getplanswell
Planswell
6 years
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!🇨🇦
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@getplanswell
Planswell
7 years
"When you get enough people with passion and a strong mission around a table, industries can be disrupted." - Eric Arnold, #Planswell CEO
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@getplanswell
Planswell
5 years
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.
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@getplanswell
Planswell
5 years
🚨 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!
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@getplanswell
Planswell
6 years
A great piece by @67Dodge diving more into how ETF’s operate 👏🏻
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@getplanswell
Planswell
7 years
We're excited to welcome women from startups all across #Toronto to #PlanswellHQ tonight for a peer mentorship workshop with some amazing #WomenInTech ! #TeamPlanswell
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@getplanswell
Planswell
7 years
Interested in the world of #fintech ? Join us at #FinTechTO next week for pizza, drinks and to hear our CEO talk!
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@getplanswell
Planswell
5 years
It’s a good day at the #Planswell HQ when fresh swag arrives 🌟
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@getplanswell
Planswell
5 years
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.
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@getplanswell
Planswell
5 years
“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💰!
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@getplanswell
Planswell
5 years
Do you live in the #Hamilton , #Halton or #Niagara region?📍 If so, make sure to tune in to @CHCHTV @morninglive tomorrow at 7:50 AM to hear #Planswell CEO, Eric Arnold, discuss his recent viral LinkedIn post regarding #parenting in the #workplace ! 👏📺
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@getplanswell
Planswell
6 years
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. 🏠
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@getplanswell
Planswell
7 years
#TeamPlanswell is here at #MarketingTO tonight at @tophat ! We're hiring, so come find us after the awesome speakers! @TechTorontoOrg
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@getplanswell
Planswell
8 years
Listening to @facebook 's Robert Geller kicking things off this morning at the Canadian #Fintech Summit in #Toronto ! @MaRSDD #BDCFINTECH
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@getplanswell
Planswell
5 years
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:
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@getplanswell
Planswell
5 years
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.📩
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@getplanswell
Planswell
7 years
#TeamPlanswell is rocking all 4 generations of t-shirts today🚀
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@getplanswell
Planswell
5 years
“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!
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
7 years
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
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@getplanswell
Planswell
6 years
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
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
6 years
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!
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@getplanswell
Planswell
5 years
Come on out on Thursday September 26th to visit #PlanswellHQ when we open our doors for @suopenhouse 2019. Fun fact, this will be our last event ever at our 100 Lombard location! Register today: #StartUpOpenHouse #FinTech #TechToronto
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@getplanswell
Planswell
7 years
#TeamPlanswell is excited to be at #FintechTO tonight! Psst... we're hiring - come find us in the #Planswell t-shirts! #TechTO #StartUpLife
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@getplanswell
Planswell
7 years
Teamwork makes the dream work.💪 #TeamPlanswell #Brainstorm #StartUpLife
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@getplanswell
Planswell
6 years
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!
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@getplanswell
Planswell
7 years
“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
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@getplanswell
Planswell
6 years
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:
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@getplanswell
Planswell
5 years
“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
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@getplanswell
Planswell
6 years
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.
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@getplanswell
Planswell
5 years
"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
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@getplanswell
Planswell
6 years
“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
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@getplanswell
Planswell
7 years
#Money shouldn’t be something you worry about, or feel guilty about, and @shanleesimmons , author of Worry-Free Money, explains why on @jessi_moorhouse 's latest #MoMoney podcast! Listen here:
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@getplanswell
Planswell
5 years
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:
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@getplanswell
Planswell
5 years
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.
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