DIY Financial Planning

How it works

You’ll have access to advanced financial planning software—trusted by thousands of Canadians—to build your own personalized, comprehensive plan.

Here's a short video tour of the tool:

What you'll get

• A complete array of tools to input your current financial situation

• The ability to create multiple scenarios and compare how they stack up against one another.

• AI driven analysis that will allow you to quickly evaluate decisions like "When should I start CPP?" or "Can I afford to retire early?"

Access fee

$9/monthly subscription*

Get Started

You didn’t come this far to stop

The Fine Print

* Fees are subject to tax