Allswealth

Want to know how much you need for retirement? What kind of house, wedding, car, vacation or any other goal you can afford? What about a combination of those together? Allswealth is here to answer all of those and then some with its digital-first financial planning engine.

You can easily create your financial plan by following the introductory tutorial that will take you through the setup phase (providing your assets, liabilities, income, and expenses by either connecting your bank accounts directly or inputting them manually) and the goal creation phase. Once that is done, our engine will run a full simulation of your financial life optimizing everything along the way (including minimizing taxes) while respecting your goals.

Once that is done, you will be provided with 3 tools to follow your plan: your monthly transfers, monthly budget, and recommended actions. The transfers will tell you how much to deposit in each account to achieve your goals optimally. The budget is there to help you put enough aside for those transfers and refreshes daily, if you connected your bank accounts, to assist you in keeping track of your expenses. And the recommended actions are there to inform you of any larger actions that may be required like opening an RRSP account or when to start using your CPP.

Start a no obligation 30-day trial today to see what your optimal financial could look like.