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Bank-Level Security
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Choose the plan that best fits your needs
Essentials
I want a simple and structured approach to plan my financial future.
Pro+
I like analyzing all numbers, and having access to all features.
Legacy
I am a business owner who may have a Trust, Holding Company, or Operating company.
Why pay $3,000+
for a one-time financial plan you can't control?
🇨🇦
We're Canadian, of course our pricing is in CAD!
Monthly
Annual
Save up to 20%Essentials
Peace of mind, simplified.
$99
/yr
Save 20%
What-if Scenarios
Unlimited
Stored Plans
1
Run unlimited plans. Only the most recent one is stored.
Assets
✓
Primary Residence
✓
Insurance
What-if Scenarios
✓
When can I retire?
✓
How much can I afford to spend in retirement?
✓
What can I leave to my kids?
✓
Test different estate goals
✓
Test different CPP/QPP & OAS start ages
Support
✓
Virtual Assistant
✓
Email Support
14-day free trial
Pro+
Most popular for serious planners.
$249
/yr
Save 20%
Everything in Essentials, plus:
Stored Plans
20
Run unlimited plans. Store and revisit up to 20.
Assets
✓
Cottage & Land
✓
Rental Properties
✓
Private Equity
Features
✓
Success Score
✓
Save multiple plans
✓
Compare Plans
✓
AI Insights
✓
Customize your plan
✓
Linked Investment Accounts
✓
Download your plan
✓
CPP/QPP & OAS Optimizer
Support
✓
Book a 1:1 call anytime
14-day free trial
Legacy
Built for business owners.
$499
/yr
Save 20%
Everything in Pro+, plus:
Assets
✓
Trust
✓
HoldCo
• Real Estate
• Private Equity
• Investment Fund
• Cash Account
• Life Insurance
• Shareholder Loans
• Operating Companies
✓
Stand-alone OpCos
14-day free trial
✦ All plans include a 14-day free trial, switch plans anytime during your trial at no charge
Switch Plans Anytime
Upgrade or downgrade anytime with prorated pricing
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Access continues until the end of your billing period
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