CEO & FOUNDER,
Eric is a natural innovator who’s passionate about creating value for others through his entrepreneurial ventures. He’s worked as a financial advisor at two of Canada’s top firms, developed about a dozen startups, and generated more than $400 million in value through digital marketing. Eric had the inspiration for Planswell in 2012 and has been leading the company’s vision ever since. Most recently, Eric has raised over $15 million for Planswell, grew the team to 60, led the company to building over 150,000 financial plans across Canada and is currently expanding Planswell internationally to over 10 countries in 7 languages through partnerships.