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WealthCanvas
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About

Built for the
advisor–client meeting

What WealthCanvas is, who it is for, and how it handles client information.

WealthCanvas is a set of Canadian financial planning calculators that a licensed advisor opens during a client meeting.

What it does

Most planning and illustration software is built for the advisor's desk. WealthCanvas is used in the meeting itself: the advisor enters the client's figures and the client sees the result on the same screen.

The app has 38 tools grouped by client situation, guided flows for common meetings, one client fact sheet that pre-fills most tools, and combined print and share links.

How it is built

🎯
The meeting comes first
Features are judged by whether they help the conversation between the advisor and the client.
🔒
Client information stays with the advisor
Unsaved meetings stay on the advisor's computer. Share links keep numbers only. A meeting is stored only when the advisor saves it.
🇨🇦
Canadian rules
2026 federal and provincial figures for all provinces except Quebec, kept in one yearly table.

Who it is for

WealthCanvas is for licensed Canadian advisors: life insurance agents and holders of designations such as CFP, QAFP, CLU, CHS, EPC, CFA, CIM and TEP. It is not a consumer product.

If your advisor showed you WealthCanvas in a meeting: the figures you saw are educational illustrations based on the inputs entered. Your advisor is the licensed professional responsible for any advice.

Contact

Questions about the product, partnerships, privacy or media: visit the contact page.