Age

Province

Marital Status

Linked Investment Accounts

Linked Via Wealthica

Instantly Link Your TFSA, RRSP, Non-Registered, FHSA, LIRA, & CCPC Funds for networth tracking & updating the platform

Employee Income

Self-Employed Income

CPP Income

QPP Income

OAS Income

GIS Income

Pension Income

Dividend Income

Business Income

Rental Income

Eligible Dividends

Non-Eligible Dividends

Foreign Dividends

Shareholder loan repayment

TFSA

RRSP

Non-Registered

FHSA

LIRA

CCPC

RESP

RRIF

LIF

Fixed Income

GIC

Primary Residence

Secondary Residence

Vacation Property

Rental Property

Business

Cottage

CCPC Investment Funds

Personal Assets

Life Insurance

Inheritance

After-tax living expenses

Expense forecasting

Go-Go, Slow-Go, & No-Go Modelling

Goal Planning

Future Asset Purchase Planning

Debt Payments

Debt Balances

Mortgage Payments

Mortgage Balances

Federal Tax

Provincial Tax

Tax Credits

Tax Deductions

Tax Planning

EI Premiums

CPP Premiums

QPP Premiums

Asset growth forecasting and tax implications

Tax-efficient income withdrawal strategies

Tax-efficient estate planning

Tax-efficient business planning

Tax-efficient investment strategies

Tax-efficient retirement income strategies

OAS Clawback

Pension Income Splitting

Pension Bridge

RRIF Income Splitting

RRIF/LIF Minimum & Maximum Payouts automatic calculation

Asset growth forecasting and tax implications

Taxable vs Non-Taxable Income