PlanEasy
Owen Winkelmolen, QAFP (founder)
QAFP
Pricing
What they charge
- Retirement Consult $950 + tax
- Retirement Planning Engagement (8-wk) $3,950 + tax
- incorporated/multi-rental $5,950 (not currently offered)
- optional ongoing $1,500/year
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Subscription
Client minimum
No minimum
Coverage
London, Ontario · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay PlanEasy
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Retirement (<10 yrs out), tax & benefit optimization, financial independence; less-complex situations
What's included
Services
Retirement planning, CPP/OAS timing, RRSP decumulation/meltdown, spending phases, survivor scenarios, tax & income-splitting; collaborative platform
Work with PlanEasy
Advice-only and commission-free, QAFP
Independently listed in our fee-only directory. Last checked June 2026.
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