WealthAgent — A clearer picture of your retirement

Music and effects; no spoken narration. Actual planner, illustrative sample data.

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.

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.

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.

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.
Year-by-year detail: Explore the details. Expand any year to see what’s behind your cash flow.
The Cash Flow Forecast has positive net cash flow in every base-plan year and 100% cash-flow coverage. The visitor explores Projection, then the Flows Sankey chart: first expanding inflow categories and individual income/account sources, then outflow categories and detailed spending, contribution, and tax sources. After a hold on the expanded diagram, the visitor opens Timeline and expands income sources, then opens Table and expands 2026 and 2032 to reveal the underlying amounts. The detailed inflows and Timeline show income for both Alex and Morgan; the expanded annual table shows both members’ income and withdrawal accounts. Shared household spending and each member’s taxes reconcile to the household forecast.

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.

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.

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.

85–90 seconds
A clearer picture of your retirement.
Join the private beta waitlist

The WealthAgent logo returns at the top left, matching the opening, with the invitation to join the private beta waitlist at wealthagent.ca.

Music: Stay With Me by Michael Ramir C. / Mixkit Stock Music Free License.