WealthyPlanet

WealthyPlanet gives everyday Canadians confidence about their financial future through a powerful an

For fifth time in eight years, money emerges as Canadians' top stressor 06/22/2023

A recent study reveals that money is the top stressor for Canadians for the fifth time in eight years. It's a clear sign that financial health is more important than ever, and it's time we start conversations about it.

No one should have to lose sleep over their financial situation. Let's break the stigma and start talking about money openly. Share your thoughts, tips, and experiences to help each other navigate these challenging times. Let's foster a supportive and understanding community where everyone feels comfortable discussing money matters.

Check out this insightful article by Wealth Professional for more details:
https://www.wealthprofessional.ca/news/industry-news/for-fifth-time-in-eight-years-money-emerges-as-canadians-top-stressor/367273

For fifth time in eight years, money emerges as Canadians' top stressor Survey finds rising costs weighing heavy on Canadians', raising concerns about financial security and mental well-being

Wealthy Planet 05/30/2023

Wealthy Planet's Artificial Intelligence software ABI is a virtual financial assistant, accompanied by a human money coach, that educates and provides clients with solutions to achieve their personal financial priorities. Visit us today at https://wealthyplanet.com

For more information, check out this article 👇https://www.digitalhumans.com/blog/how-to-improve-financial-literacy-with-ai-digital-humans-where-theres-a-will-theres-a-way

Wealthy Planet Strategic financial planning made easy

Will Robots Replace Human Financial Advisors? 05/30/2023

Check out this insightful video from CNBC: "Will Robots Replace Human Financial Advisors?" 🤖📺
https://www.youtube.com/watch?v=suUVjOi5tHA

At Wealthy Planet, we harness cutting-edge technology that revolutionizes the way we manage our client's finances, using our system Abacus aka ABI. This thought-provoking video posted by CNBC delves into the question of whether robots will replace human financial advisors. As a leading AI fintech company, we understand the significance of this inquiry.
While this video was posted a couple of years ago, the discussion around the role of AI in the financial advisory industry remains relevant today. At Wealthy Planet, we understand the importance of staying up to date with the latest advancements and changes in the field.
📈 The financial landscape has indeed witnessed significant transformations in recent years, and AI continues to play a pivotal role in shaping the future of finance. While automation and AI-driven systems have streamlined many aspects of financial advisory services, we firmly believe that human expertise and personalized guidance are indispensable.
✨ Our approach at Wealthy Planet is to blend the best of both worlds, combining the power of AI algorithms with the insights and experience of our expert money coaches. By leveraging the capabilities of ABI, we enhance efficiency, improve decision-making, and deliver tailored solutions to our valued clients.
🌍 Join us on this exciting journey as we embrace the future of financial advisory, where technology and human expertise unite to empower you to achieve your financial aspirations.
💬 We'd love to hear your thoughts! Share your views in the comments below. Do you believe robots will replace human financial advisors? 👇

Will Robots Replace Human Financial Advisors? Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage ...

11/17/2022

Fear can hold us back from our highest potential if we make the mistake of giving in to fear instead of allowing it to become our drive. As we strive towards the impossible everyday- we keep in mind that working together is what allows us to succeed; allows us to overcome obstacles and fear together. We win together as a team- and we lose together as a team. Everyday, learning and growing together as we chase down our next goal.
What successes are you chasing this week? What wins are you excited about?

11/17/2022

You ever get a new haircut and can’t stop looking in the mirror? That’s us right now- and it feels great!😎

11/16/2022

As our little start-up becomes a rapidly growing company, we’re preparing for further exponential growth after our $3M seed round of funding comes to a close. Looking forward to sharing more exciting news with you all in the months ahead! Stay tuned for more!

11/16/2022

WealthyPlanet has a whole new look! We’ve had a busy year and are excited to announce a new look to go with all our growth! In 2018 We started out as a 3 person team with a dream. Fast forward to today, where we’ve grown to a team of 14 with more expansion quickly unfolding. As our team and our dreams grow, it’s exciting to see our branding growing and evolving along with us.

07/01/2022

This Canada Day, we want to remind Canadians that financial independence is possible through financial literacy. We’re here to help you make that happen.

07/01/2022

Happy Canada Day To All Canadians!

The majority of major financial institutions rely on fear to sell products that don’t make fiscal sense for the average consumer. What happens when you stop using predatory practices and start looking at the math? You get a company that cares about Canadians. You get: WealthyPlanet.

07/01/2022

Why is financial literacy so important to us? Because Canadians deserve to know.

Photos from WealthyPlanet's post 06/23/2022

Join us at the Stand A3442 🚀🚀🚀
We are looking forward to meeting you today!

See you at Collision Conf 🎉

Photos from WealthyPlanet's post 06/20/2022

It’s opening night at Collision! 🤩 So many breakout startups to meet. 💥 Who are you looking forward to meeting?

See you at Collision Conf 🎉

06/16/2022

Want to take the guess work out of your finances? Stop by our booth, we can help! Can't wait to meet everyone next week at Collision Conf

06/16/2022

We are getting conference ready! With over 1,250 startups will be attending this year's conference, we cannot wait to meet everyone!
See you at Collision Conf

06/14/2022

The countdown is on! ⏰ Less than a week to go until . 🚀 Let us know where you're coming from in the comments.👇

06/13/2022

It's Collision Conf time again and we will be there! More details on the must-attend tech event of the year coming soon.

6 money lessons I wish I knew in my 20s 05/18/2022

Sandy Yong discusses the money lessons she wished she knew in her 20s including negotiating your salary, meaningful spending and maintaining an adequate emergency fund.

6 money lessons I wish I knew in my 20s Columnist Sandy Yong wants to help young Canadians get ahead financially. Here are the money lessons she wishes she’d learned earlier.

How can I protect myself from financial scams? We make it make sense 05/16/2022

Beware of financial scams. Make sure you do your homework before handing over any funds or personal information.

How can I protect myself from financial scams? We make it make sense In the past, identifying financial scams and fraud was simpler, with robocalls and emails with grammatical errors making it clear it was not legit. But amid the pandemic and the ever-changing digital world, scammers and bots have become more difficult to identify.

Scarcity Mindset: Definition, Causes, How to Avoid It 05/10/2022

The scarcity mindset can be a severe hindrance in reaching financial goals; rather than seeing all the good things you have and can bring to the table, you focus on what you don't have and lose sight of how to make what you have work for you. This article discusses the best solutions to move away from the scarcity mindset to keep yourself on the right financial path.

Scarcity Mindset: Definition, Causes, How to Avoid It A scarcity mindset is a belief that wealth is limited and that one can run out or never have enough. Fortunately, there are ways to overcome this limiting worldview, shift perspective, and take charge of your finances.

Inflation will cost you $2,000 this year. Here’s why you should get used to it 05/06/2022

Prices are increasing and there's nothing we can do about it. Taking control of your finances is the only way. WealthyPlanet can help you navigate your way. Contact us at www.WealthyPlanet.com.

Inflation will cost you $2,000 this year. Here’s why you should get used to it Ottawa has much more flexibility than Canada’s central bank, and it needs to focus on the country’s most widespread economic problem, Heather Scoffield writes.

05/04/2022

Gas prices taking a bite out of your budget? Here's your chance to win a $500 gas gift card this month and ease the pain of refueling at the pump!

To enter the draw:
1) You must be subscribed to our newsletter
2) Follow our social media page
3) Must be a resident of Canada

To increase your chances of winning:
1) Like and comment
2) Share our webinar posts to your story
3) Tag 3 friends on our posts

Good luck everyone!

Financial Literacy Can Help Lead Towards Financial Independence 05/03/2022

Financial literacy is key to having better financial outcomes both short and long term. Not sure where to turn to gain this knowledge? Come to our webinars to learn more or speak to our Money Coaches to get you and your finances on the right track.

Financial Literacy Can Help Lead Towards Financial Independence Financial literacy is about raising public awareness of the importance of maintaining smart money management habits. We know that greater financial literacy is associated with greater financial well-being.

Stuck in the ‘culture of now’ and going into debt to treat yourself? Here’s how to break out and start saving for your future self 04/29/2022

The concept of treating oneself for hard work can come with a downside; additional debt and lack of prioritizing the needs of "future you." Changing your habits and having a plan is key. Difficulty changing your mindset to that of a saver? Automated savings can significantly improve how much you save long-term with a set it and forget it strategy. Need help making a plan for the future? Talk to one of our Money Coaches to navigate building a plan that's right for you today and in the future.

Stuck in the ‘culture of now’ and going into debt to treat yourself? Here’s how to break out and start saving for your future self The ‘culture of now’ is preventing people from making retirement planning a priority, 85% of financial professionals said in a survey.

04/22/2022

Join us at 11am on April 28th, to find out how you can save $1000/month towards your financial priorities. One lucky attendee will win a $500 gas card! Sign up today!

"Brains are Weird... and the World is Difficult" - Research Blog 04/11/2022

With spring coming round the corner comes a new season of growth. The idea of spring cleaning takes hold with all areas of our lives including our finances. But how hard is changing our mindsets and behaviour towards money? Sophie Cox talks to Ph.D. researcher Jonathan Corbin on why financial behaviours are difficult to change and how even knowing the right solution isn’t always enough to make the switch.

Like this content? Subscribe to our newsletter for more.

"Brains are Weird... and the World is Difficult" - Research Blog The NOVA Financial Lab, a group of three games targeted at young adults, combines financial literacy concepts with principles of behavioral science.

Here's what the soaring inflation rate means for your retirement 03/22/2022

Half of Canadians do not have a financial plan for their retirement. Here is some information to help you prepare.

Here's what the soaring inflation rate means for your retirement Time horizon and effects of 'transitory' inflation are clearly much longer and more widespread than anticipated.

WealthyPlanet Webinar: How Financially Literate Are You? 03/10/2022

When 35% of Canadians are victims of the subprime mortgage crisis and inflation is becoming an ever increasing problem: financial literacy has never been more important. We're here to educate Canadians so they can make strategic plans for themselves around their own finances.

WealthyPlanet Webinar: How Financially Literate Are You? In this educational webinar Founder & CEO John Podlewski introduces us the foundations of the financial system and how it effects you. A break down of which ...

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Videos (show all)

As our little start-up becomes a rapidly growing company, we’re preparing for further exponential growth after our $3M s...
WealthyPlanet has a whole new look! We’ve had a busy year and are excited to announce a new look to go with all our grow...
Whether virtually or in person: connecting with those you love most is what it's all about. We hope everyone enjoyed a w...
Punxsutawney Phil, the world's most famous weather-predicting groundhog, saw his shadow earlier today, so it looks like ...
Never let anyone tell you something is impossible! Born into a segregated South Africa in 1918; Nelson Mandela would go ...
Here's a little motivational moment for your Monday, remember to- Always be Learning! These are the words of Riley B. Ki...
Today let's glean a motivational moment from Cameron Diaz. She's a successful model, author, entrepreneur, producer and ...
Who doesn't like the stage performances and retro showmanship of Bruno Mars? Bruno Mars is a singer, songwriter, record ...
Here's some #wealthywords on the sassy side to ponder from Rita Davenport. She is an Arizona-based entrepreneur, author,...
This #wealthywednesday we look to Peter Lynch for some sage advice- the American investor, mutual fund manager, and phil...
Christmas 2021 is very quickly turning into a more subdued affair this year without the parties and larger family gather...
This edition of #wealthywords we are reminded humorously of how we go through the stages to become the key breadwinners ...

Website

https://linktr.ee/wealthyplanet

Address


5239 South Service Road Suite 106
Burlington, ON
I7I5K2

Other Financial Planning in Burlington (show all)
Marilyn L. Maxan BBA, MBA, CFP, CDFA Financial Advisor Marilyn L. Maxan BBA, MBA, CFP, CDFA Financial Advisor
350 Burnhamthorpe Road West
Burlington, L5B3J1

As an advisor at Assante Capital Management Ltd., we will help you define your financial goals & build a wealth plan that will help you achieve them. We will walk beside you during...

Jack Lumsden, MBA, Assante Financial Management Ltd. Jack Lumsden, MBA, Assante Financial Management Ltd.
1100 Walkers Line, Suite 502
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We help those who are or will be making the transition from their working years to retirement, with the need to develop a lifelong income and cash-flow strategy from the financial ...

The Wealthbuilding Group The Wealthbuilding Group
5500 North Service Road, Suite 1003, ON L7L 6W6
Burlington, L7L5K2

Access to award winning advisors, true pension style investing, consistent experience driven advice, a one-stop boutique office offering full service to clients regardless of your ...

Oakstone Wealth Oakstone Wealth
205-2321 Fairview Street
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Wealth Management / Financial Planning / Retirement Planning / Tax Strategies

Bogdan Stetic, HBSc, CIM, CFP Bogdan Stetic, HBSc, CIM, CFP
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Financial Planner and Investment Advisor Manulife Wealth Inc.

Joan Cosby CFP, MFA-P Assante Financial Management Ltd. Joan Cosby CFP, MFA-P Assante Financial Management Ltd.
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In my role as Senior Financial Planner at Assante Financial Management Ltd., I help people align their wealth with what matters most to them.

RFL Wealth RFL Wealth
300/1001 Champlain Avenue
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Helping Internationally trained physicians achieve Financial Peace.

Russell R. Mationg -CLU, RRC - IG Wealth Management Russell R. Mationg -CLU, RRC - IG Wealth Management
600-1111 International Boulevard
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- Senior Consultant, IG Wealth Management

Strong Private Wealth - Cross Border Wealth Management RJLU Strong Private Wealth - Cross Border Wealth Management RJLU
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Cross Border Wealth Management Solutions. Part of the Raymond James Financial companies, Raymond James Ltd. a member of IIROC & Raymond James (USA) Ltd., or RJLU, is a Canadian bas...

Angela Galer-Grist, Investment Advisor & Financial Planner Angela Galer-Grist, Investment Advisor & Financial Planner
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A trusted Investment Advisor for one of Canada’s top leading Investment firms, BMO Nesbitt Burns

Mike McGinn - IG Wealth Management Mike McGinn - IG Wealth Management
1111 International Boulevard, Suite 600
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CERTIFIED FINANCIAL PLANNER - Investors Group Financial Services Inc.

Scepanovic & Associates Scepanovic & Associates
600-1111 International Boulevard
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Scepanovic & Associates IG Private Wealth Management with Investors Group Financial Services Inc.