InvestIQ unifies all your Canadian holdings—RRSP, TFSA, taxable accounts—into a clear, personalized plan. Make informed decisions, not speculative bets.
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Built for Canadian investors who value privacy, security, and education-first financial planning.
Connect RRSP, TFSA, taxable accounts, and more. See your complete portfolio in CAD, all in one place.
Receive a personalized Gameplan based on your goals, risk tolerance, and Canadian tax considerations.
Educational insights and alerts help you make confident decisions—no speculation, just smart planning.
Get started in minutes with our simple three-step process.
Securely link your Canadian financial institutions. We use bank-level encryption and never store your credentials.
Tell us about your retirement plans, risk tolerance, and investment timeline. We'll tailor your Gameplan accordingly.
Get actionable insights, rebalancing alerts, and educational content to help you stay on track toward your goals.
Everything you need to know about InvestIQ