Increase monthly RRSP contributions
Review insurance coverage
Build cash reserve
My Plan
Understand what matters most, why it matters, and what to do next.
INDIVIDUAL EXPERIENCE
Financial planning, connected to real life.
Your finances, your goals, and your dedicated CFP® all work together in one connected planning experience built for Canadians.
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.
SECURITY & PRIVACY
Your financial information deserves to stay private.
Your financial information is personal. From secure technology and encrypted data to confidential conversations with your dedicated CFP®, privacy and security are built into every part of the JayPlans experience.
Platform Security
Your information is protected using industry-standard encryption, secure authentication, optional two-factor authentication, and modern security practices designed to safeguard your financial data.
Confidential Planning
Financial planning is personal. Your conversations, uploaded documents, and financial information remain confidential and are used only to provide your financial planning services.
You're in Control
You decide which accounts to connect and can disconnect them at any time. We never sell your personal information or financial data. You may also request a copy of your data or ask us to delete your account, subject to applicable legal and regulatory record retention requirements.