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*
The Fine Print
* Fees are subject to tax
Oakbridge Financial Planning
Strategy for the Modern Couple.
Contact Us
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Email:
Phone:
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Address:
#160 - 1209 59 Ave SE Calgary, AB
T2H 2L7
