A new standard for Canadian wealth management
A new standard for Canadian wealth management
Planworks brings your whole financial life into one firm, priced as a flat fee.
Planworks brings your whole financial life into one firm, priced as a flat fee.
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Wealth management without the AUM fee.
Wealth management without the AUM fee.
Why Canadians
choose Planworks
Why Canadians choose Planworks
Built by licensed professionals
Built by licensed professionals
Every Planworks file is held by a CFP, a CPA, and a Canadian lawyer. The advice is signed by the professional whose license covers the work, and the file is reviewed before anything leaves the firm.
Every Planworks file is held by a CFP, a CPA, and a Canadian lawyer. The advice is signed by the professional whose license covers the work, and the file is reviewed before anything leaves the firm.
Integrated execution under one fee
Integrated execution under one fee
Tax filing, will drafting, trust funding, and portfolio construction are handled by the same team at one fee. The work other firms refer out to accountants and lawyers is done inside Planworks by the partners who built the file.
Tax filing, will drafting, trust funding, and portfolio construction are handled by the same team at one fee. The work other firms refer out to accountants and lawyers is done inside Planworks by the partners who built the file.
No custody required
No custody required
Planworks advises on the full balance sheet — private banking, commercial credit lines, brokerage accounts, employer equity, registered plans — without asking the client to move any of it. The firm does not hold assets and does not require any institutional relationships to change.
Planworks advises on the full balance sheet — private banking, commercial credit lines, brokerage accounts, employer equity, registered plans — without asking the client to move any of it. The firm does not hold assets and does not require any institutional relationships to change.
Published fee and methodology
Published fee and methodology
The fee is published before the engagement begins, with the methodology behind it available to read. Planworks collects no commissions, no trailers, and no referral payments from product providers.
The fee is published before the engagement begins, with the methodology behind it available to read. Planworks collects no commissions, no trailers, and no referral payments from product providers.
Direct access to your team
Direct access to your team
Every Planworks client has scheduled video meetings with their CFP, CPA, and lawyer on a published cadence, plus on-demand availability for the questions that come up between reviews. Messages are answered within one business day. The team is reachable by name, not through a general line.
Every Planworks client has scheduled video meetings with their CFP, CPA, and lawyer on a published cadence, plus on-demand availability for the questions that come up between reviews. Messages are answered within one business day. The team is reachable by name, not through a general line.
The firm in numbers
The firm in numbers
Assets under administration
Assets under administration
$340M
$340M
Households served
Households served
440
440
Average annual fee saved vs. prior advisor
Average annual fee saved vs. prior advisor
$18,200
$18,200
Human strategy, oversight, and answers
Every advisor at Planworks is a CFP Professional registered with FP Canada and overseen by CIRO. Client assets are held at CIPF-member custodians, with bank-grade encryption and security platform wide.
More About your Advisor
CIRO
Details
CFP/FP Canada
Details
CIPF Insured
Details
CCPA/GDPR
Details
Human strategy, oversight, and answers
Every advisor at Planworks is a CFP Professional registered with FP Canada and overseen by CIRO. Client assets are held at CIPF-member custodians, with bank-grade encryption and security platform wide.
More About your Advisor
CIRO
Details
CFP/FP Canada
Details
CIPF Insured
Details
CCPA/GDPR
Details
Professional Financial Planning for Your Family
Book a call
P
Services
Financial Planning
Tax planning
Estate Planning
Retirement Planning
Insurance review
Cross-border planning
Who we serve
Incorporated professionals
Business owners
Pre-retirees
Families
Equity compensation
Inheritance
Resources
Research
Planning guides
Tax calendar
Glossary
FAQ
Client portal
Company
About
Our team
Careers
Press
Contact
Book a call
Locations
Your Privacy Choices
Copyright © 2026 Planworks Financial
Corporation. All rights reserved.
Human strategy, oversight, and answers
Every advisor at Planworks is a CFP Professional registered with FP Canada and overseen by CIRO. Client assets are held at CIPF-member custodians, with bank-grade encryption and security platform wide.
More About your Advisor
CIRO
Details
CFP/FP Canada
Details
CIPF Insured
Details
CCPA/GDPR
Details
Professional Financial Planning for Your Family
Book a call
P
Copyright © 2026 Planworks Financial
Corporation. All rights reserved.
Services
Financial Planning
Tax planning
Estate Planning
Retirement Planning
Insurance review
Cross-border planning
Who we serve
Incorporated professionals
Business owners
Pre-retirees
Families
Equity compensation
Inheritance
Resources
Research
Planning guides
Tax calendar
Glossary
FAQ
Client portal
Company
About
Our team
Careers
Press
Contact
Book a call
Locations
Your Privacy Choices
Legal
Privacy policy
Terms of service
Disclosures
Regulatory information
Accessibility
Complaints process