We provide a few useful tools to help self-service some value to our potential clients. If you find these useful, reach out to us to see what else we can make easy in your life and business.
Financial Planner
OpenBuilt for Canadians, this financial planning application can model your income, assets, liabilities, taxes and major anticipated life events to see how your net worth is projected to endure. Run scenarios tweaking key variables such as life expectancy, savings rate and investment returns.
Investment Performance
OpenHow do you properly benchmark how your investments are performing? Comparing to appropriate indices and a universe of Canadian investment managers is how. Visualize your investment performance in quartile charts, adjust for fees and output a report that looks professional and holds your managers accountable.
Snowbird Residency Tracker
OpenFor Canadians who frequently travel to the U.S., avoiding U.S. tax residency under the Substantial Presence Test is critical. This tool simplifies compliance by tracking your family’s travel history on the required rolling three-year basis. It automatically imports data from U.S. Customs, archives your history for future reference, and calculates exactly how many days you can visit next year without triggering the limit.