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 plan review

  Finn reads a plan, flags what it would question, recommends next steps and catches what is missing, with every figure traced back to the engine that produced it.

• 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.

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