FPSC Level 1
Fee-for-service Financial Planner and Founder, PlanEasy.ca
Areas of Specialty: Budgeting, cashflow planning, tax & benefit optimization, financial independence & retirement planning.
Owen is a fee-for-service financial planner that works exclusively with ordinary households to improve their personal finances and reach their financial goals. He founded PlanEasy.ca to help make independent fee-for-service financial planning accessible to people in their 20’s, 30’s, 40’s and early 50’s. PlanEasy provides clients with inexpensive and unbiased financial advice through email, phone and innovative online platform.
An expert in taxes and benefits, Owen helps ordinary households navigate the complex rules and programs that exist in Canada. He helps clients pay off debt, improve cash flow, plan for children, and ultimately reach financial independence and retirement, all while ensuring they’re saving and investing in the most efficient way possible.
Owen is a husband and father to two young girls. He lives with his family in London, Ontario. He is an avid biker, commuting 20km each day along the Thames river, year-round. Owen is also active in the financial community in London. He volunteers with the CRA Community Volunteer Income Tax Program (CVITP), where he helps low-income households prepare their tax returns. He is also a volunteer and speaker with the Family Services Thames Valley Financial Empowerment Network and Goodwill Circles Program in London.