Increase monthly RRSP contributions
Review insurance coverage
Build cash reserve
My Plan
Understand what matters most, why it matters, and what to do next.
Experience
Financial planning, connected to real life.
JayPlans brings your financial picture, planning tools, and CFP® guidance into one connected experience built for Canadian decisions.
DEMO
Life changes.
Your financial plan should too.
See how JayPlans connects your finances to your plan, so you can see your progress, celebrate wins, and adapt as life changes.
PLATFORM FEATURES
Know where you stand. Know what to do next.
Everything works together to help you make informed financial decisions.
Accounts
$39,250
My Money
See your complete financial picture in one place.
Monthly Cash Flow
$930 available
On Track
My Cash Flow
Understand where your money goes and how much you can save.
Compare my options
CompareMoney Lab
Explore ideas before making real financial decisions.
HUMAN-FIRST, AI-ENHANCED
Intelligent tools. Trusted guidance.
AI helps organize your finances, explain financial concepts, and explore different scenarios. When important financial decisions need judgment, context, and personalized advice, your dedicated CFP® planner is there to guide you.
AI organizes
Bring your financial information together, keep everything connected, and highlight planning opportunities.
AI explains
Understand financial concepts, explore different scenarios, and get clear answers to everyday financial questions.
Your planner guides
When financial decisions carry real consequences, your dedicated CFP® planner provides the judgment, context, and personalized advice that AI can't replace.