Master Your Financial Future,
One Decision at a Time.

The only platform that bridges the gap between today's spending and tomorrow's wealth. Advanced CRA-ready forecasting for the modern Canadian.

Start Your PlanExplore Features

Built for Accuracy.
Built for Canadians.

Generic retirement tools don't understand the complexities of Canadian taxation. Planfolio handles RRSP vs TFSA optimizations, OAS Clawbacks, and the Smith Maneuver out of the box.

  • Hyper-accurate 2026 CRA Tax Engine
  • CPP & OAS Benefit Estimators
  • Institutional-grade Risk Modeling
Plan Summary

Plan Summary

Strategy & Optimization

Strategy & Optimization

Timeline Projection

Timeline Projection

Cash Flow Analysis

Cash Flow Analysis

Risk Assessment

Risk Assessment

Tools & Calculators

Tools & Calculators

Straightforward Pricing

Professional planning, accessible to everyone.

Active

Early Access

$0 / development

Full access to all features while we refine the platform. Your feedback helps shape our future.

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Future

Standard Plan

$5 / per month

Full access once the platform moves out of early development. Simple, predictable pricing.

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Planfolio

Terms of Use

Planfolio is an educational simulation tool intended for informational use only. It does not provide professional financial, legal, or tax advice. All projections are based on user data and historical market assumptions; actual results will vary.

Privacy Policy

Planfolio follows a local-first philosophy. Your sensitive financial data is processed and stored locally within your browser. We do not transmit your personal financial scenarios to our servers, nor do we sell your data to third parties.

© 2026 Planfolio. All rights reserved.