Solutions
Personal financial-life planning made easy
The AI-driven, digital platform with an integrated suite of products including smart mortgages, wealth management and insurance.
Solutions
Personal financial-life planning made easy
The AI-driven, digital platform with an integrated suite of products including smart mortgages, wealth management and insurance.
Solutions
Personal financial-life planning made easy
The AI-driven, digital platform with an integrated suite of products including smart mortgages, wealth management and insurance.
Introducing ABI
The First Smart AI Financial Advisor
ABI, which stands for Artificial Banking Intelligence, is a financial "oracle" that provides personalized and strategic financial planning services.
ABI, which stands for Artificial Banking Intelligence, is a financial "oracle" that provides personalized and strategic financial planning services.
Optimized to Your Priorities
Your plan is personalized based on your needs.
Chat 24/7
Ask ABI anything in regards your financial plan at any time.
Advanced Algorithms
Leverages machine learning for optimized financial planning
User Friendly
Translating complex financial jargon into simple conversations
Dynamic
ABI's database is updated with the latest facts and financial knowledge
Human-AI Synergy
Effortlessly connect with a human financial advisor if needed.
CUTTING-EDGE TECHNOLOGY
Harnessing the Power of Large Language Models
ABI leverages Large Language Models (LLMs) to provide personalized financial planning and consultation at scale.
CUTTING-EDGE TECHNOLOGY
Harnessing the Power of Large Language Models
ABI leverages Large Language Models (LLMs) to provide personalized financial planning and consultation at scale.
CUTTING-EDGE TECHNOLOGY
Harnessing the Power of Large Language Models
ABI leverages Large Language Models (LLMs) to provide personalized financial planning and consultation at scale.
Accurate and Verified Information
ABI provides financial knowledge by sourcing from our proprietary database that is checked and verified by financial experts.
Accurate and Verified Information
ABI provides financial knowledge by sourcing from our proprietary database that is checked and verified by financial experts.
Human-like Interactions
ABI provides detailed, coherent, and contextually pertinent advice, offering interactions that closely mirror human conversations.
Human-like Interactions
ABI provides detailed, coherent, and contextually pertinent advice, offering interactions that closely mirror human conversations.
Adaptability
ABI can address a wide spectrum of financial inquiries, ranging from basic to highly specialized topics.
Adaptability
ABI can address a wide spectrum of financial inquiries, ranging from basic to highly specialized topics.
Continuous Evolution
The financial landscape is ever-changing. ABI stays current with the latest financial trends, ensuring users always benefit from the most recent advice.
Continuous Evolution
The financial landscape is ever-changing. ABI stays current with the latest financial trends, ensuring users always benefit from the most recent advice.
LIFE INSURANCE
Protect your loved ones with Income Replacement 65
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Protect your loved ones with Income Replacement 65
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Protect your loved ones with Income Replacement 65
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Life insurance protects your family from potentially devastating financial losses if something were to happen to you.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Income Replacement 65 is a novel life insurance that guarantees a monthly income benefit regardless of market downturns until you are 65 years old. This is a joint venture product underwritten by Assumption Life, a Canadian insurer with 120 years of history.
Up to 40% less than term life insurance
Up to 40% less in cost
Monthly guaranteed income until 65 years old
Monthly guaranteed income
No taxation or premium increases
Exclusively sold through WealthyPlanet
Exclusively sold via WealthyPlanet
Mortgages
Get your dream home with smart mortgages
Get your dream home with smart mortgages
Get your dream home with smart mortgages
For most families, your home will be your biggest lifetime investment that greatly impacts your financial wellbeing.
For most families, your home will be your biggest lifetime investment that greatly impacts your financial wellbeing.
For most families, your home will be your biggest lifetime investment that greatly impacts your financial wellbeing.
Through gaining a deep understanding of who you are as a current or future home owner, our AI algorithms will recommend personalized financial planning strategies.
Through gaining a deep understanding of who you are as a current or future home owner, our AI algorithms will recommend personalized financial planning strategies.
Through gaining a deep understanding of who you are as a current or future home owner, our AI algorithms will recommend personalized financial planning strategies.
Leverge for wealth building
Mechanism for debt reduction
Ongoing interest monitoring & Stress testing
Integrated with ABI for your financial plan
Leverge for wealth building
Mechanism for debt reduction
Ongoing interest monitoring & Stress testing
Integrated with ABI for your financial plan
Leverge for wealth building
Mechanism for debt reduction
Monitor interests and stress test
Integrated with ABI
Wealth Management
Grow your wealth with low-cost portfolio investments
Grow your wealth with low-cost portfolio investments
Grow your wealth with low-cost portfolio investments
We make investing easy with ETF (exchange traded fund) portfolios designed by experts to help you achieve your specific financial priorities faster.
We make investing easy with ETF (exchange traded fund) portfolios designed by experts to help you achieve your specific financial priorities faster.
We make investing easy with ETF (exchange traded fund) portfolios designed by experts to help you achieve your specific financial priorities faster.
In partnership with Nest Wealth, portfolio managers and smart technology monitors and rebalances your investments so that you can sit back and plan your future.
In partnership with Nest Wealth, portfolio managers and smart technology monitors and rebalances your investments so that you can sit back and plan your future.
In partnership with Nest Wealth, portfolio managers and smart technology monitors and rebalances your investments so that you can sit back and plan your future.
Lowest management fees in Canada
Diversified, active & passive investing
Customized asset allocation
Automated rebalancing
Lowest management fees in Canada
Diversified, active & passive investing
Customized asset allocation
Automated rebalancing
Lowest fees in Canada
Diversified investing
Customized asset allocation
Automated rebalancing
Join The Waitlist for Early Access Today!
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