While I live in Quebec (where they're currently able to broker mortgages only), the Planswell team was able to discuss their perspectives on my financial health in-depth...all by phone. In under an hour, Andy and I discussed short-term and long-term goals to help improve my investment goals for retirement and education. Impressed and will return.
REVIEWS
Over the years we’ve collected hundreds of positive reviews from people that we helped create retirement plans. Here are some of them.