Powerful Tools
Take control of your financial future with our comprehensive suite of planning tools. From real-time account integration to detailed analytics, we provide everything you need to make informed decisions.
Link Investment Accounts
Seamlessly connect your TFSA, RRSP, FHSA, and Non-Registered accounts using Wealthica to integrate your investment balances directly. Say goodbye to manual updates—fast-track your analysis with real-time data and keep your financial plan effortlessly up to date.
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Dynamic Growth Rates
Adjust annual growth rates throughout your analysis to stress-test best-case, worst-case, and realistic scenarios. Explore how different investment outcomes impact your plan and gain confidence in your financial decisions.
Save Analyses
Save your analyses to compare scenarios, revisit past plans, and make updates to strategies you want to follow—all while running unlimited "what-if" simulations in the meantime.
Download as CSV
Export your entire analysis as a CSV file for detailed review. Whether you prefer to create your own graphs, dive into the numbers, or work in a different format, this feature gives you complete flexibility.
Assets Suite
Incorporate a variety of asset types into your personal financial plan. Add properties like a primary residence, cottage, income properties, or land. Include life insurance policies, an operating business, or a CCPC investment fund to get a holistic view of your financial picture.
Real Estate
Primary Residence
Plan for upsizing, downsizing, or selling your home to align with your retirement goals.
Cottage
Include vacation properties in your financial planning and assess their long-term impact.
Income Properties
Manage rental properties and optimize their contribution to your retirement income.
Land
Account for undeveloped property assets in your portfolio.
Insurance
Term Life Insurance
Protect your loved ones with cost-effective coverage for a specific period, ideal for income replacement and temporary needs.
Whole Life Insurance
Build cash value while providing lifetime coverage, combining permanent protection with a savings component.
Universal Life Insurance
Flexible premium payments and adjustable death benefits, with investment options to grow your policy's cash value.
Business
Operating Business
Plan for business succession or sale as part of your retirement strategy.
CCPC Investment Fund
Optimize corporate investments for tax efficiency and growth.
Personal Assets
Add Your Personal Assets
Include any valuable personal possessions in your financial plan. From vehicles and jewelry to art collections and precious metals, track assets that may appreciate or depreciate over time. Plan for future sales or long-term holding strategies, and understand how these assets contribute to your overall wealth picture.
Boats
Jewelry
Cars
Motorbikes
Gold
Art
RVs
Furniture
Wine
Equipment
May Appreciate
May Depreciate
Inheritance
Future Inheritance
While inheritance isn't something we plan for, it can be incorporated into your financial analysis if you expect it to be part of your future. This sensitive topic can be included in your planning to ensure all aspects of your financial picture are considered and managed thoughtfully.
Insight Page
See the impact of following your optimized, goal-based estate strategy compared to a traditional one-size-fits-all approach. View a side-by-side comparison of deposit and withdrawal strategies and understand how these decisions affect your overall estate value.
Virtual Assistant
Meet Eva, your intelligent chatbot companion. Whether you need help navigating the platform, updating your plan, or understanding features and definitions, Eva has you covered.
Ready to build your own plan that works for you?
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