Financial Planning for Every Nest
Personalized financial planning designed around your life, your goals, and the future you want to build.
Get Started Today
Financial Planning for Every Nest
Personalized financial planning designed around your life, your goals, and the future you want to build.
ABOUT JAYPLANS
Simplifying Financial Planning for Every Canadian
At JayPlans, our mission is to empower Canadians with the financial knowledge on how to meet their goals through high quality, impartial financial planning. Regardless of age, status, or net worth, JayPlans is here to support you on how to reach your goals and create the future you want.
Accessible Plans Through Employer Benefits
Thanks to employer-sponsored benefits, you’ll have access to expert financial planning at your fingertips, with no extra cost to you, that is specifically designed to support your financial well-being.
Unbiased Financial Advice & Advocacy
Our planners are here to advocate for your future by focusing on strategies that work for you—no products, no sales, no hidden agendas—just clear, impartial advice to help you achieve your goals.
Empowered Financial Decisions
We listen to your aspirations and provide the guidance that you’ll need to confidently make choices that align with your long-term well-being. We won’t make the decisions for you, but instead will equip you with the knowledge on how to get what you want.
WHAT WE OFFER
How JayPlans Helps You Succeed
Empowering Your Financial Journey with Expert Guidance and Innovative Tools
Comprehensive, Differentiated Financial Planning
Work with a planner to create a detailed roadmap on how to achieve your version of financial freedom. From budgeting and saving, to retirement and estate planning, to insurance and education, our holistic approach ensures every aspect of your financial future is acknowledged and cared for.
1:1 Access to a Dedicated Financial Planner
Collaborate with a financial professional who understands your unique situation. No matter your income or goals, get personalized guidance, real-time answers, and ongoing support tailored to your specific needs and aspirations.
Learning Hub
Empower yourself with knowledge. Access our library of articles, tools, and tutorials to help you make informed financial decisions and increase your financial literacy.
Goal Setting and Tracking
Refine your financial goals, track your 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