Help center
How to use Invest Wise Way
Short, practical guides to the dashboard, the retirement planner, and Frankie. Written for Canadian households, in plain language.
Getting started
Set up your account and find your way around the dashboard.
Dashboard & analytics
Read your projections and run the Canadian calculators.
Reading the analytics dashboard
The analytics page turns your accounts and profile into a household projection: where your money is, where it is going, and how long it lasts.
Read →Using the calculators
Invest Wise Way includes a large library of Canadian calculators, for mortgages, loans, tax, savings, and retirement income, each tuned to CRA and provincial rules.
Read →Retirement planner
Project your plan year by year, with CPP, OAS, RRIF, and tax built in.
Using the retirement simulator
The retirement planner projects your household balance year by year, from today to your life expectancy, with CPP, OAS, RRIF minimums, and Canadian tax modelled in.
Read →Reading the net worth projection
The net worth projection shows your projected portfolio balance for every year of the plan, stacked by account type, so you see not just how much you have but where it sits.
Read →Frankie, your AI guide
Ask questions and get answers grounded in your own data.
Community
Compare notes with other Canadian households.
Your data & account
Manage your profile, privacy, and account.