A planning tool for couples and corporations, built around the Canadian tax system. Run scenarios across decades, see the after-tax picture, and import brokerage statements without typing a number.
Early access -- request an invite and we'll be in touch within a few days.
T1032 pension-splitting optimizer, per-spouse RRIF/LIF minimums, joint accounts, and CPP sharing. Built for couples retiring together.
Province-aware federal + provincial brackets, OAS clawback, and corporate dividend rates. So you can see what's left after tax, not just gross.
Save retirement plans as named scenarios. Re-run them anytime against your current portfolio. Monte Carlo and sensitivity views included.
Drop a brokerage PDF -- balances are parsed automatically. No manual data entry. Works with TD, Wealthsimple, RBC, and any statement Claude can read.
Canadian-built
Federal + provincial tax data maintained for the current year.
Your data, never sold
No ads. No analytics that profile you. No data sharing with brokerages or advisors.
Encrypted at rest
Hosted on Vercel with Supabase RLS-protected storage. TOTP 2FA available.