Additional Features
Including Recommendations, Charitable Giving, Education (RESPs), Stress Testing.
- Recommendations
- Lifestyle Recommendations
- Financial Recommendations
- Stress Testing Add-on
- Randomized Scenarios
- Historical Scenarios
- Tracking savings and withdrawals in an RESP
- Frequently Asked Questions - RESP
- Guidelines for Education Cost
- Charitable Donations: Overview
- Charitable Donations: Non-Registered Asset Donations
- Charitable Donations: Cash Donations
- Charitable Donations: Insurance Donations
- How to Export Projections
- Taxable Income Targeting
- Automatic TFSA Top-ups from Non-registered assets
- Comparing Scenarios
- AI Import Assistant
- Light and Dark mode