Book a 30-minute demo

Pick a time that works for you. No forms to fill out, no waiting on a reply. You will get a calendar invite the moment you book.

• Retirement planning to the province

  Budget, net worth and full drawdown projections in one tool, with RRSP to RRIF conversion and FHSA room, accurate to provincial rules.

• Finn building a plan

  Bring one real client file. Watch Finn read the documents, build and check the plan, flag what is missing and draft the report, with you approving each change and every figure traced back to the engine.

• Year-by-year projection audit

  Open any year in the grid and follow a single number back through the assumptions that produced it.

• Multi-tool quick reports

  Run CPP and QPP timing, OAS clawback, TFSA room, or a portfolio comparison with embedded market data, each as a standalone tool that produces a client-ready report without building a full plan.

• Bilingual client reports

  Generate the report in English or French from the same plan, with fr-CA number and currency formatting throughout.

• Pricing and flat-rate questions

  How flat per-seat pricing works, what is included in each tier, and what a firm rollout looks like.

After the demo: we book a follow-up to set up your 14-day free trial and walk through PlanBase with you on one of your real client files, so your first plan is built with guidance, not guesswork.