Forecast Analysis
See whether projected income, assets, spending, and goals can support the retirement you want.
WealthAgent Retirement Planner
Your personal assistant to help you plan your retirement
Build a personalized retirement forecast, compare what-if scenarios, and use privacy-aware AI guidance that can tailor responses to your situation without relying on personal identifiers.
Private beta access
Join the WealthAgent private beta waitlist.
Register your interest and we will email you when an invitation is ready. Beta access is rolling out in batches while we validate onboarding, forecasting, and AI planning workflows.
- Early access for Canadians planning retirement
- No payment required to request an invitation
- Approved users receive sign-in instructions by email
What WealthAgent helps you do
Turn your financial picture into a personalized retirement plan you can understand and refine.
Privacy-Aware AI Assistant
Work with an AI assistant that uses anonymized plan context to understand household assumptions, goals, and constraints.
Interactive Plan Analysis
Ask follow-up questions, analyze options, and get personalized responses without sending names or direct personal identifiers to the AI model.
Scenario Comparison
Compare retirement timing, spending, savings, and withdrawal choices against the plan details that matter.
Withdrawal Optimization
Sequence withdrawals intelligently to improve sustainability and reduce unnecessary tax drag.
Tax-Aware Insights
Surface tax impact early so you can keep more of your retirement income each year.
How it works
From beta invitation to first forecast in three clear steps.
- 1
Receive your invitation
Join the waitlist, then use your invitation email to create an account when access opens.
- 2
Add your household data
Add members, accounts, incomes, expenses, and goals in a guided flow designed to support anonymous AI analysis.
- 3
Answer the retirement question
Review your forecast, test refinements, and see whether your plan gives you enough.
Use AI to refine your retirement plan.
Start free, then upgrade when you want AI-guided planning and deeper scenario analysis.