Financial Well-Being for High Performing Teams
Unlock the full potential of your flock with a group benefit that support the whole person.
Get Started Today
Financial Well-Being for High Performing Teams
Unlock the full potential of your flock with a group benefit that support the whole person.
ABOUT JAYPLANS
Unlock the Full Potential of Your Workforce Through Financial Well-Being
Financial stress is a hidden drain on employee productivity and satisfaction. More than half of working Canadians admit that stress related to personal finances has had an impact on their performance at work (source). However, the solution isn’t as simple as paying employees more money - the key to reducing financial stress is supplying your employees with clear, actionable financial education and advice.
Unbiased Financial Advice & Advocacy
Our planners work with each individual client to create strategies that work for their unique goals. No commissions, no sales, no hidden agendas. Just clear, impartial advice to help our clients achieve their ideal future.
Created With Young Professionals in Mind
A 2023 Gartner study found that Millennial and Gen Z customers exhibit a strong preference for self service (source). It’s no wonder the traditional financial advice model, which relies on in-person meetings and complete faith in an “expert”, doesn’t work for these generations. JayPlans allows clients to take control of their own financial journey with support from an Advisor as much or as little as they wish.
Your Recruitment and Retention Advantage
It’s no secret that recruiting and retaining great employees is one of the keys to a healthy organization. In today’s talent market, salary only goes so far. Top tier employees seek out employers who recognize that they are whole people beyond their roles. Offering JayPlans as part of your compensation package can edge out your competition when it’s time to close the deal.
Our Client Experience
Powerful Financial Insights to Help Goals Take Flight
True financial well-being is about more than building wealth - it’s about envisioning your ideal future and having an actionable plan to achieve it.
Complete Financial Snapshot
Get a comprehensive view of your financial situation through the JayPlans platform, which will aggregate bank accounts, investments, and other holdings into a single dashboard view.
Dedicated Financial Planner
Meet with a Financial Planner to discuss your goals and co-create strategies to achieve them. Your dedicated Planner is available anytime over chat to answer questions and update your plan as your situation evolves.
Goal Setting and Tracking
Set financial goals independently or with your Planner, then track progress and make adjustments based on insights designed to keep you on the path to success.
Interactive Projections
Visualize your financial future with detailed projections to help you understand the impact of today’s decisions on tomorrow’s outcomes.
HOW IT WORKS
How to Take Control of Your Future.
Simple Steps to Take Control of Your Financial Future
Ready to Take Control of Your Finances?
Contact us to learn how JayPlans can work for you.
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Frequently Asked Questions
Our mission is to make financial planning accessible to all Canadians.
Take Control of Your Financial Future
Start Your Journey to Financial Freedom Today
Contact Us Today to Get Started