Planswell is an amazing product with a very helpful advisors! I pride myself on being knowledgeable about money management, but I learned more in my first phone call with a Planswell representative than I had learned on my own in a whole year. It was fascinating for me to be given even more money managing tools and advice that I could implement in our lives immediately. For example, I learned that RRSP's are not the best tool for us as we are very well set up for retirement and at the same time Planswell identified our weak points and guided us to how we can mend those holes quickly. I am completely satisfied with Planswell and more especially with their staff who are incredibly knowlegeable and very happy to educate those interested in learning more. I highly recommend them.