Stop guessing.Start knowing.
Can I retire comfortably? How much should I put in my kid's RESP? How do I start investing? We built an app that gives you real answers from your real numbers — plus a learning system so the knowledge sticks.
The plan is what builds the wealth
The most complete Canadian financial planning software for DIY investors and families. Retirement projections, tax optimization, RESP planning, estate planning, and an AI assistant that actually knows Canadian tax law and can accurately do taxes — all in one app.
Research consistently shows that people with a formal financial plan retire with 2–4× more wealth than those without one.* Not because of the advisor — because of the plan itself. We built the tools to help you make yours.
*Lusardi & Mitchell, NBER — instrumental variable study on financial planning and wealth accumulation.
Retirement Planning
Find out if you can actually retire — and what happens if things don't go to plan.
Can I retire?Tax Planning
See what you'll actually owe CRA — this year, next year, or the year you retire.
What will I owe?Insurance Gap Analysis
Find out if your family is actually protected — or just hoping for the best.
Am I covered?Estate Planning
Know what your family actually receives after probate and taxes — and how to change it.
What do they get?Legacy Planning
Make sure your family knows where everything is — wills, accounts, passwords, wishes.
Get organizedBudgeting & Cash Flow
See where your money actually goes — and whether you're saving enough.
Where's it going?RESP Planning
Find out if the RESP will actually cover tuition — and how to withdraw it without a tax surprise.
Will it be enough?Investment & Net Worth Tracking
See every account at every institution in one place — and whether your money is where it should be.
See the full pictureAI Assistant
Get real answers to your financial questions — at 2am, in plain language, based on your actual numbers.
Ask LoonieLearning System
Understand your own finances — short lessons on the stuff that actually matters, free with every account.
Start learning$99/year. That's it.
One price, whole household. Cancel anytime.
- ✓Know if you can retire — and what happens if markets don't cooperate
- ✓See what you'll owe CRA for any future year, in any province
- ✓Find out if your family is protected — insurance, estate, and legacy
- ✓Know if the RESP will actually cover tuition
- ✓See your full net worth across every institution
- ✓See where your money goes — and whether you're saving enough
- ✓Ask a tax question at 2am and get a real answer
- ✓Learn as you go — short lessons on the stuff that matters
While Founder spots are available, get your first year absolutely free! Cancel anytime. Then $79/year for life.
