Toronto-based financial-planning startup pursues international ambitions following early U.S. success
Almost two years after CEO Eric Arnold proclaimed his goal of creating financial plans for people the world over, Toronto-based online financial planning startup Planswell has built an executive team to support its expansion beyond North America.
“I am so humbled,” Arnold said in a statement. “This leadership team is much more experienced than me. I’m confident we’ll succeed in Latin America and Asia by the end of this year.”
The company has welcomed Trevor Oseen of Calgary as its chief financial officer. Following his first CFO position at a public, internationally traded company at age 29, Oseen has built an extensive career building companies around the world. A man of the world, he has worked in eighty countries while finding time to finish 23 marathons and seven Ironman triathlons.
Taking charge as chief marketing officer, Jennifer Mastrud joins the firm with more than 20 years of marketing leadership that spans sectors ranging from globally syndicated TV to SaaS. Based in the U.S., she has proven experience turning young startups into industry leaders, developing scalable marketing systems, and managing teams remotely. Most recently, she led two-sided national marketing efforts targeted toward financial advisors and financial planning clients.
Coming in as chief technology officer, Dean Khialani’s credentials include a PhD in Information Systems, with a specialization in big data, blockchain, machine learning, and artificial intelligence. With an established reputation for turning code into profitable products, Khialiani has amassed 20 years’ worth of professional experience in C-level roles at startups as well as large, established corporations.
Finally, Scott P. Gill joins the team as chief compliance officer, heading the development of Planswell’s U.S. planning engine with his expertise in U.S. financial regulation. Having advised hundreds of firms over a 15-year timespan, Gill has a demonstrated superlative knowledge of RIA compliance. He is currently completing a doctorate degree and operating a charitable organization he established to help the homeless.
Following its entry into the U.S. market in October last year, Planswell has seen its U.S. revenue increase quickly to surpass its Canadian business. To date, the company has garnered over 1,000 advisor partners across North America – representing virtually every major financial institution as well as solo, independent firms – to help consumers put their financial plans into action. The startup has delivered more than 300,000 free financial plans to households representing every U.S. state and Canadian province.
The executive team leads remote staff across Canada, the United States, the Philippines, Serbia, Turkey, and Nigeria.