WealthAgent

Retirement planning for Canadians

Do I have enough for
the retirement I want?

Model your financial future with personalized retirement forecasts, evaluate what-if scenarios, and explore your plan in depth with privacy-aware AI guidance.

Join Waitlist Launch Planner

See your retirement plan take shape

Inside WealthAgent

The WealthAgent Net Worth Forecast: a sample household’s assets, liabilities, and retirement outlook. Desktop shows a 30-year chart; mobile shows the compact summary.

See the bigger picture.

Follow your assets and liabilities through retirement, and see how your net worth changes over time.

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The WealthAgent Cash Flow Forecast showing sample income, spending, and taxes, with a long-term chart on desktop and an inflow/outflow summary on mobile.

Know what funds your everyday.

See how income and withdrawals meet spending and taxes, from your working years through your next chapter.

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The actual WealthAgent scenario workspace comparing a base plan with three illustrative alternatives: Lower spending, Work two more years, and More travel.

Explore the what-ifs before you decide.

Compare retirement timing, spending, and savings choices side by side. Understand what changes—and what it means for your plan.

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Actual planner screens. Illustrative sample plans.

A plan that reflects your life

Your whole financial picture.
One place to understand it.

Start with your household.

Bring members, accounts, income, expenses, and goals together in a personalized retirement plan.

Look beyond a single number.

Follow cash flow and net worth over time to understand how your plan supports the retirement you want.

Make room for what changes.

Explore retirement timing, spending, and savings choices before making changes to your base plan.

Thoughtful withdrawal planning

A strategy for
every chapter.

Retirement is more than a finish line. Coordinate withdrawals across different phases of your life, with a clearer view of income, spending, and tax impact.

  • Plan how and when to draw from your accounts
  • Build a strategy around your retirement phases
  • Explore tax-aware choices for your income
Start planning your next chapter
WITHDRAWAL STRATEGY
WealthAgent's phased withdrawal strategy showing retirement transition, core retirement, and later retirement, with account sources for each phase.
Plan withdrawals around the life you want to lead.
YOUR PLANNING ASSISTANT
The actual WealthAgent AI assistant alongside a sample net worth forecast, discussing income, withdrawals, and retirement spending assumptions.
Ask questions with your plan in view.

Privacy-aware AI guidance

More understanding.
One question at a time.

Work through your forecast with a personal assistant that understands your plan context. Ask follow-up questions, analyze options, and explore the assumptions behind your numbers.

Your plan provides the context. Names and direct personal identifiers are excluded from the context sent to the AI model.

Learn about privacy at WealthAgent

Actual planner screens with illustrative sample data and conversation.

A clear place to start

From your first question
to your first forecast.

  1. Receive your invitation

    Join the private beta waitlist. When your invitation arrives, create your account and get started.

  2. Build your financial picture

    Add your household, accounts, income, expenses, and goals in a guided flow.

  3. Explore your retirement

    Review your forecast, test what-ifs, and use your assistant to work through the details.

Join the private beta

Make your next chapter
a little clearer.

Be among the first to explore WealthAgent. Register your interest and we’ll email you when your invitation is ready.

  • Early access for Canadians planning retirement
  • No payment required to request an invitation
  • Invitations rolling out in batches

Already have access? Launch your planner