Fast and Easy
Build a custom financial plan in as little as 10 minutes, with step by step video instruction built into the app. The software brings together your entire financial picture and organizes it so you can understand, optimize, and feel confident about your future.
Advanced Income Tax and Retirement Strategies
The software automatically calculates your optimal wealth accumulation strategy for maximum income tax savings and wealth gains.
Then in the retirement decumulation or ‘spending phase’, you’ll see how to structure and time your various retirement income streams to pay the least tax over your lifetime and upon your final estate.
AI Tools Built In
The advanced algorithms built into the software allow you to test multiple scenarios quickly, such as:
- When should I take CPP – 60,65,70?
- What if I spend $10,000 more per year in retirement?
- What if I ‘melt down’ my RRSP in retirement?
In just seconds the software ranks your most effective strategies and lets you test them against your plan with the click of a button.
*We do not share your information with outside sources nor do we rely on large language models (ex. GPT, Grok, Gemini…)
