Planwell is dedicated to providing totally unbiased, objective, and client centered financial planning advice. Today there is a real need for true financial planning . By true financial planning we mean having someone that will work with you to develop your own unique plan that encompasses all aspects of your financial situation and helps you achieve your financial goals year by year. Planwell is all about planning, establishing goals and then working with you to turn your goals into reality.
Planwell’s Net Return Portfolios provide clients with exceptional risk adjusted long term returns, and leverage off of the extensive work of the IA Securities team of analysts. Whether you are just beginning to build your wealth, are well on your way, or have a significant wealth accumulated having a plan is important.
Planwell is operated on a series of beliefs which we encourage you to review. Our principles of being totally unbiased and not using in-house or self manufactured products also sets us apart as we always want to only do what is in the best interest of our clients. We always want to avoid complications and conflicts of interests which we see too often in the industry.
Planwell is also proud to offer numerous financial planning seminars as we strive to assist as many people as possible with the knowledge and tools they need to build their wealth. Our goal is to help our clients build billions of new wealth.
Planwell offers all the services and solutions necessary for our clients to reach their goals. Planwell also has relationships with other professionals such as lawyers, accountants, mortgage brokers, group benefit specialists, and others to assist our clients as required. We also work closely with the professional advisors that our clients have and assist with the preparation of documentation that is required by these other professionals.
Planwell has a growing network of advisors throughout the province available to assist you with getting started with your plan. Just click here to get in contact with us.
Email Us To Learn More