INDIVIDUALS
Financial planning that stays with you.
JayPlans combines dedicated CFP® guidance, a connected financial planning platform, and ongoing support to help you make informed financial decisions with confidence.
OUR MISSION
Financial planning, reimagined.
Helping more Canadians access professional advice without commissions, product sales, or unnecessary complexity.
Independent Advice
No commissions. No product sales. Just financial planning focused on your goals.
Connected Planning
Your financial plan lives alongside your accounts, goals, and progress so it stays relevant as life changes.
Planning That Evolves
Your plan isn't delivered once. It grows with you through life's biggest financial decisions.
Built for Canadians
Designed around Canadian taxes, accounts, pensions, and financial decisions.
YOUR MEMBERSHIP
More than a financial plan. More than an app.
Dedicated Planner
Your CFP® understands your goals, reviews your progress, and helps you navigate important decisions.
Connected Platform
Your accounts, goals, cash flow, and financial plan stay organized and up to date.
Partner Access
Invite your spouse or partner to securely view your shared financial plan and stay aligned on your goals.
Ongoing Planning
Your plan evolves with new information, changing priorities, and guidance from your planner.
A simple path to a clearer plan.
From connecting your accounts to working with your dedicated CFP® professional, JayPlans helps you build, manage, and adapt your financial plan as life evolves.
Connect your accounts
Securely connect your financial accounts from over 30,000 institutions worldwide, giving you and your planner a complete picture of your finances.
Meet your dedicated planner
Get paired with a CFP® professional who learns your goals, answers your questions, and helps you build a plan that's tailored to your life.
Plan together
Share your financial plan with your spouse or partner at no additional cost, because the best financial decisions are made together.
Keep your plan connected
Your plan doesn't sit on a shelf. With ongoing support, annual reviews, and personalized next steps, you'll always know what to focus on next.