Welcome to PlanWell with Todd

At PlanWell with Todd, we offer comprehensive financial planning services to protect your life, work, and health. Our goal is to provide peace of mind and security for your future.

Financial Services

Life Protection

Group Benefit Plans

Personal Health Plans

Investments

Frequently Asked Questions

What services do you offer?

I provide tailored insurance and benefits solutions for individuals, families, and organizations of all sizes. As a licensed life insurance agent and employee benefits consultant, I use a comprehensive financial needs analysis to guide recommendations. My services include life, disability, and critical illness coverage, personal health plans, and group benefits. I also offer investment products such as segregated funds, RRSPs, and annuities to support long-term financial wellbeing.

How can I schedule a consultation?
You can schedule a consultation by contacting us through our website or giving us a call.

What sets PlanWell with Todd apart from other financial planning companies?
PlanWell with Todd stands out for its personalized approach, expert advice, and total protection for your life, work, and health.

Contact us

Please feel free to reach out to us for any inquiries or to schedule an appointment. We are here to help you protect what matters most.

About us

PlanWell with Todd is a leading financial planning company based in Edmonton, Alberta, Canada. With a focus on total protection for life, work, and health, we strive to empower our clients to secure their financial future.