Help · Frankie
Asking Frankie
Frankie is your AI guide. Ask a question in plain language and Frankie reads your financial picture, runs whatever calculators the answer needs, and replies with the figures and their sources.
Frankie is grounded in your own data and current Canadian tax rules, so answers are specific to your household rather than generic. Where a number comes from a calculation, Frankie shows its working.
Frankie is educational, not a licensed advisor. Use the answers to understand your options and pressure-test a plan, then confirm anything consequential with a professional.
Step by step
- 01
Ask in plain language
Type a question the way you would ask a person, for example, should I claim CPP at 65 or at 70.
- 02
Let Frankie read your picture
Frankie pulls the relevant parts of your profile and runs the calculators the question needs.
- 03
Check the sources
Answers cite the figures and rules behind them, so you can see why Frankie said what it said.
- 04
Follow up
Refine with a follow-up question; Frankie keeps the context of your household between questions.
Questions
- Does Frankie give financial advice?
- No. Frankie is an educational guide. It explains options and runs the math, but it is not a substitute for a licensed advisor.
- What can Frankie see?
- Only your own data, which is scoped to your account. Frankie uses it to make answers specific to you.
- Can Frankie run the calculators for me?
- Yes. Frankie picks and runs the calculators a question needs, then explains the result in plain language.