Canadian financial planner · 2025 · Ontario

Plan where to invest,
and how much.

Knows the rules for FHSA, RRSP, TFSA, and RESP. Tell it your income, savings, and goals — buying a home, a baby on the way, retirement — and it works out the tax-smart allocation for you. Runs entirely in your browser.

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Buy a first home

FHSA + Home Buyers’ Plan timeline to your down payment.

Baby on the way

EI leave income, Child Benefit, and RESP grant planning.

Couple optimisation

Spousal RRSP and income-splitting across two incomes.

Retirement

Project your nest egg and sustainable retirement income.

Educational planning tool — not licensed financial, tax, or investment advice.