Pricing
Our pricing model allows for maximum flexibility, and creates value based on the potential benefits and tax savings you'll discover throughout your journey.
Monthly
Annually
Save 20% anually
Essentials
$14.99 / month
- Unlimited what-if scenarios
- Optimal deposit strategy
- Optimal withdrawal strategy
- Optimal CPP age
- Optimal OAS age
Pro
$24.99 / month
Everything in Essentials, plus:
- Additional saved analyses
- Premium support
- Linked bank account
Premium
$34.99 / month
Everything in Pro, plus:
- Income properties
- Business (CCPC)
- Premium support
How do we stack up?
|
Financial Planners | Our Competitors | |
|---|---|---|---|
| Onboarding Time | 15 - 40 minutes | Days to Weeks | 3 - 5 hours |
| Plan Adjustments | Instant | 6 - 12 months | Instant |
| Calculates your Optimal age to start CPP/QPP |
|
|
|
| Calculates your Optimal age to start OAS |
|
|
|
| Unlimited What-if Scenarios |
|
|
|
| Offers different Estate Goals |
|
|
|
| Barrier to entry |
|
Often requires a minimum threshold of assets or savings to qualify |
|
| Decision-Making Approach | Optimized | Bias / One-Size-Fits-All | Mixed |
| Optimized Tax Savings |
|
|
|
| Cost | Starts at $14.99/month Try it Free | $1,000 - $3,000 / plan
$6,000 - $10,000 / year *Based on the industry average in Canada 2024 |
$50 - $150 / month |
Share the Savings
Invite your friends to join our community and reward them with a special discount, courtesy of your recommendation. Please contact us for more details.
Special Discounts
Discounts available for Corporate Wellness, Associations (nursing, fire, police, teachers, etc), Accountants, Insurance companies, and Government. Please contact us for more details.
Enterprise Pricing
Reduced pricing available for bulk purchases. Please contact us for more details.