Plan for Wealth Ltd.

09/02/2026

What a fun event to be part of in support of The Food Bank of Waterloo! We look forward to next year!

08/23/2026

This is a great idea!

It takes a society

08/04/2026

Wow! An Annual Conflict of interest Check-In... with no email subject AND from Spain? Clearly we are going worldwide.

This is a first for us, Plan for Wealth sending ourselves a code of conduct update. Unfortunately for them, this Phishing attempt couldn't catch us. We would never send any of our clients an email like this nor do we share any client contacts to third parties such as ".es"

Tight Lines!

07/29/2026

Summer time got us a little side tracked with these posts, but this policy is going to an amazing couple who have just purchased their first home in Cambridge!

07/09/2026

Congratulations on an incredible career and your well-deserved retirement! We are going to truly miss your presence, your insight, and the everyday conversations. Thank you for our years together Yolande!

07/03/2026

"When the power of love beats the love of power, the world knows peace."
- We are sure they had a strong financial plan prior to climbing the Empire State Building.

06/26/2026

🚨 Prime Day Reality Check: Don't Let the Countdown Timers Win 🚨

The flashing red text and lightning deals are designed to do one thing: create artificial FOMO (Fear Of Missing Out) and trigger your impulse-buy reflex.
Here's the reality:
The single largest chunk of Prime Day deals are completely ordinary prices disguised with a sale badge. Retail tracking tools like Keepa show that roughly half of the listed deals match the exact average price the item sold for two, four, or six months prior. Amazon’s seller guidelines allow a "deal" badge if it is discounted from a recent 90-day average or a manufacturer's suggested list price—even if that list price is completely fictional and nobody ever pays it.

06/23/2026

We are pleased to work with the Top insurance providers in Canada!

06/12/2026

In recognition of Mental health awareness, this is a local practitioner and friend of Plan For Wealth.