A clearer picture of your retirement.

Film transcript and visual description

Actual planner interactions with illustrative sample data. This film has instrumental music and sound effects, with no spoken narration.

1. 0–5 seconds

   Do I have enough for the retirement I want?

   The WealthAgent logo appears against a light background. A teal line gently comes into focus around the retirement question.

2. 5–14 seconds

   Your accounts. One clear starting point.

   Bring your savings together and set the balances that shape your retirement plan.

   The visitor opens Alex’s investment account, updates the RRSP balance from $550,000 to $600,000, reviews the account settings, and saves. Both Alex’s RRSP and Morgan’s TFSA appear in the account list.

3. 14–26 seconds

   Put your income in the picture.

   Add what you earn today. Connect it to the retirement income you’ll rely on tomorrow.

   The visitor updates Alex’s employment income from $5,000 to $5,400 a month, reviews its schedule ending in 2031, saves, and opens the pension income list. Morgan’s $3,600 monthly employment income appears alongside Alex’s; both members also have their own pension income.

4. 26–62 seconds

   See your future, year by year.

   Know how your income and savings support your retirement.

   Projection: See your future, year by year. Know how your income and savings support your retirement.

   Flows · Inflows: Follow your money. Expand inflows to explore the income and accounts behind your plan.

   Flows · Outflows: See where it goes. Expand outflows to explore spending, savings contributions, and taxes.

   Timeline: Plan for every stage. See when each source of retirement income begins.

   Annual Summary: Review your year. Choose a year to see planned actions and key events.

   Year-by-year detail: Explore the details. Open the selected year in Table to see the underlying amounts.

   The cash-flow Projection shows positive annual net cash flow. The visitor explores Flows, expanding inflow and outflow categories and individual sources, then opens Timeline and expands income sources for Alex and Morgan. In Summary, the visitor opens the single-year calendar, selects the 2032 retirement event, and reviews planned withdrawals, registered account types, and key events. View Year in Table opens and expands 2032 while preserving the full chart and table period. The expanded detail includes both members’ pension income and withdrawal accounts. All values use the shared illustrative household ledger.

5. 62–71 seconds

   Explore what changes.

   Explore multiple scenarios and what-ifs to see how they compare.

   The visitor selects Lower spending, Work two more years, and More travel in the real comparison workspace, then scrolls to the outcome metrics. The travel example includes a cash-flow gap; these are illustrative outcomes, not promises.

6. 71–78 seconds

   Plan a strategy for every chapter.

   Shape your withdrawal phases and coordinate the accounts that support each stage.

   The strategy begins at retirement in 2032, with Alex’s RRSP and Morgan’s TFSA in each of three phases. The visitor drags the Core Retirement phase boundary from 2037 to 2039 in the actual withdrawal strategy, then scrolls through the phase account sources. The example uses synthetic data.

7. 78–85 seconds

   Privacy-aware AI guidance

   Explore your assumptions and ask more informed questions with your plan in view.

   The actual assistant opens beside the forecast with a saved sample conversation. The visitor types an unsent follow-up: How would retiring two years later affect us? No new AI answer is generated in this recording.

8. 85–90 seconds

   A clearer picture of your retirement.

   Sign up free at wealthagent.ca

   The WealthAgent logo returns at the top left, matching the opening, with the invitation to sign up free at wealthagent.ca.

Music: “Stay With Me” by Michael Ramir C., Mixkit item 838. Used under the Mixkit Stock Music Free License. Transition and interface effects created for WealthAgent.