Viviplan is a business built to serve a very particular need: to deliver affordable, high-quality and unbiased financial planning to Canadians.
Viviplan uses its online platform to give clients access to bespoke financial plans without aiming to sell any additional financial products.
By automating the upwards of 15 hours of human labour that a robust financial plan requires, Viviplan intends to provide the comprehensive thoroughness of independent financial planners while maintaining accessibility for most Canadians.
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"Viviplan is about access to comprehensive financial-planning advice without needing to deal with a product salesperson to get that advice"
Of the four finalists, Viviplan, a company that automates high-end financial plans, took first place and received $65,000.
Viviplan lets you answer a series of questions about your money goals and questions, allowing the advice to be customized to personal financial planning experience
Another emerging fintech startup filling a unique niche is Toronto-based Viviplan. That platform, which launched in November, is a “robo-planner” that provides financial plans online, directly to consumers
Viviplan offers technology to help speed up the financial planning for every stage in life, from early career to early mid-life to pre-retirement, retirement and other goals
A Canadian Robo Planner that uses technology to more effectively provide financial planning to clients and a better price point
How Viviplan makes financial planning more affordable for all Canadians
. Landing in first place and receiving $65,000 was Viviplan, a company that automates high-end financial plans at an affordable price
"I view Viviplan as sort of a computer-based retirement expert system.""
Comprehensive on the expenses side: It doesn’t let you forget even such easily overlooked expenses as boarding your pet while on vacation. Strong on insurance and estate-planning considerations.
Clients get a 20- to 50-page long customized financial plan crafted by a certified financial planner, who will also get on a 30-minute phone call to review the document.
In honour of Financial Planning Week, we discuss financial planning, the process of creating a financial plan, debt, spending and her new tech start-up Viviplan, a new, low-cost financial planning service for Canadians.