WealthyPlanet takes the uncertainty out of financial planning for everyday people. Assess your strategic financial plan − including investments, mortgage, debt, insurance, and taxes.
View and optimize your plan over a future timeline and make a huge difference to saving for priorities.
See the short-term and long-term cost of your debt.
Save tens of thousands of dollars in unnecessary interest payments.
Professional financial planning is usually done for the wealthy or those willing to pay for it. Now anyone can have a proper comprehensive financial plan. Includes powerful built-in algorithms and after-tax calculations for the best accuracy.
Our non-commission money coaches enable your financial education and self-reliance. We also offer low-fee products so you can save money while reaching goals faster.
Answer 30 to 40 adaptive questions, less than ten seconds each
Book an online appointment with a money coach, evaluate your current plan
Implement your optimized plan and start saving for priorities
Moms are currently struggling with financial worries, but they should be more worried about their financial planning practices. These are some of the outcomes we found from a recent survey of more than 250 Ontario Moms, members of Movies for Mommies (MFM), a national social community for new parents......
WealthyPlanet, a Canada-based online financial planning company, announced on Wednesday it has closed a seed funding round with Mercanti Management Inc. Founded in 2018, WealthyPlant states it gives Canadians confidence in their financial future by offering a free online planning tool with low-fee products and non-commissioned advisors........
Maybe it goes without saying, but financial problems are not unique to any one country or any one people. Household debt in Canada, for example, is now reaching record levels, with the average person now owing around $1.78 for every dollar they earn; in 1990, that number was almost half that....
WealthyPlanet is on a mission to enable everyday people to live their best lives, through the first online strategic financial-life planning platform. Our team of technologists and financial services experts have been working hard to execute this vision since 2018.Read more