Planswell reviews: What our clients say about us

Helping people manage their personal finances and feel better about their money is no trivial task, but we’re on a mission to do just that.

Having worked alongside many clients by not only providing sound financial advice, but also listening to their personal stories has led to a lot of great feedback and positive reviews. 

The question is, how many stars would it be worth if you could feel like a financial genius? These happy clients gave us five stars and we hope to see you on this list someday soon 😉

“Planswell was recommended to me by a friend. I was introduced to Andy, who I now consider a friend. Andy and the Planswell team are great resource for knowledge and investment advice to compliment your lifestyle & goals, all with the target of aiming towards retirement. They are upfront and transparent with their investing style, and any fees associated. I have really appreciated the clear planning and then following up with exactly what we discussed. Andy always works quickly in the background to make these things happen. Thanks for the great experience so far!”

“I have a TOTAL brand crush on these guys, because what they’re doing is actually changing lives through empowering people to be aware of their own money. This is such a wild shift in power dynamics, and as a single woman with a gaggle of children – who used to absolve herself of all financial responsibility – I can’t express the feeling of joy that comes from feeling like I’m a part of creating and embracing my own wealth and financial security.  Grateful guys, thank you.”

“As an early client of Planswell, I cannot praise the company and the team highly enough. Last year, I was managing finishing up graduate studies, finding a new job and renewing a mortgage at the same time; the Planswell team were there to help me guide through all my options and pick the best choices for me. The diligence and effort the team makes to help me feel secure about my financial future as an average Canadian is fantastic. Thank you so much!”

“Tanya was able to take me step by step through my plan and provide insight using her real experience in the industry and collective knowledge through Planswell to assess my current plan and suggest modifications that would put me and my children in a better financial position now and in the future.  I really am grateful to have made contact with all the team members at Planswell and a special thanks to Tanya for coordinating all the steps of the process and taking the time to always accommodate my schedule and answer my questions anytime! It was an enlightening experience working with Planswell.”

“As someone working in digital transformation of financial services, I loved the idea of generating a financial plan with an easy-to-use digital interface. The additional human touch completes the picture with regards to specific and tailored advice for each client. In my case, Raid has been extremely helpful in completing the plan for my spouse and I, and is always responsive when I have further questions. Further, Planswell has helped with insurance and mortgage pre-approval needs in both a timely and intuitive manner, so it is great to have access to these services in one place.”

“As a first-time investor, I came to Plan$well with a hundred questions and a thousand hesitations. Not only did the Plan$well team make me feel confident and comfortable with my long-term investments, but they treated me like a member of their family during the whole process. The amazing Plan$well team answered all of my questions with well-informed answers and worked with me to ensure that my short and long term goals can be met! Thank you, Plan$well, for your unique and refreshing take on investments and insurance.”

“I am a newcomer to Canada and Alanna (Plan Pro) and Paul from insurance have been a great help, to set the sails straight in this financial journey. I have been a great admirer of this company’s mission of free financial planning. This is especially useful for newcomers to Canada, who might not have a deep understanding about the personal finance pros and cons in Canada. I had ended up recommending Planswell to my friends, mostly because of the enthusiasm and patience Alanna had shown while guiding me. All the best, team Planswell!”

“My fiancé and I had no idea how to get a mortgage. But really, who does know? When you’re a first time home buyer, it’s a scary and exciting time! Ryan was able to walk us through absolutely everything when it came to actually achieving our goal. Though there were many complications and a number of setbacks (outside problems that were not caused by Planswell), Ryan stuck with us with integrity and perseverance, never once letting the complications get the better of us, and always remaining positive. He showed us the respect and courtesy that is a shining example of why Planswell is a business that is dedicated to helping their clients and putting them first, always.
I would never, and will never, go anywhere else when it comes to getting a mortgage. Planswell is absolutely the place to go. After this I think of Ryan as a friend, rather than somebody who helped me because it was their job to do so.

I am truly thankful for the experience I had at Planswell.”

“Working with Andy has been an absolute dream! I went to see him early this year because my previous financial advisor suddenly quit without notice, and in my opinion, that was a blessing in disguise because Andy has been beyond amazing. He is very knowledgeable and patient in explaining everything to me (and the patience is so appreciated because I am terrible with numbers!). He never fails to look after you, because he doesn’t want you to go overlooked. He assisted me with advice on our first home purchase and was a great person to have on my real estate roster. He was always available to me to call to ask for advice (even late-night!) which was amazing to have and feel that type of support!

And SAMSON! He has been nothing short of amazing. We found a home that we loved so quickly and were connected to him via Andy. Samson has such strong attention to detail and is very thorough when explaining all the in between that happens with the lenders, lawyers and realtor. He goes out of his way to make sure you never feel overwhelmed and is an excellent communicator!

I highly recommend adding these two to your real estate roster. They’re a dream team!”

“I love Planswell! I’ve had close to a couple hours of free initial consultation from Chris and one of their insurance specialists. We quickly put together a plan that I’m very happy with, and on top of that it puts me at ease knowing I can rely on them for financial advice and even to help me get a better mortgage than I would from the bank. I also like that it’s not just an app — I can call or email Chris and I know he can help me out. You can tell they care at this company.”

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