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Upload your documents, chat with AI, get CFP-level financial advice in minutes. Built specifically for Canadian tax rules.
“Maximize RRSP this year - you'll save $3,200 in taxes”
✗Hiring a CFP costs $2,000+, most can't afford it
✗Bank advisors push products, not unbiased advice
✗TFSA, RRSP, FHSA... which one should you prioritize?
✗Conflicting information everywhere online
AI analyzes your actual data for personalized advice
All calculations are transparent and verifiable
No product sales, just unbiased recommendations
Built for Canadian tax rules (all provinces)
No financial knowledge required. No complicated forms. Just upload, chat, and get results.
Drag and drop your T4, NOA, bank statements. AI extracts data automatically.
Answer questions in plain English. AI explains why each piece of info matters.
Detailed financial analysis with specific action items. Export to PDF anytime.
30-year projection to know when you can retire
Based on your tax rate, we tell you which to prioritize
Compare 60/65/70 start ages with break-even analysis
Federal + provincial taxes for all 13 provinces/territories
Alerts when your income may trigger OAS clawback
Professional reports you can share with advisors