WealthSet a retirement goal
The Goals tab lets you set a retirement or financial-freedom target, then see whether your monthly savings and a hypothetical return will reach it.
In the app · Goals
🎯 Goals
$1,000,000
$800
6
Retirement projection
The estimate reaches your goal
contributions capitalized · simplified model
Open the Goals tab
In the app's left menu, click Goals.
Enter your target amount and savings
Fill in the Retirement amount and Monthly savings (CAD) fields with figures that reflect your situation.
Adjust the hypothetical return
Set a realistic rate in Hypothetical annual return (%), then check the result under Retirement projection.
Check the Financial freedom view and share
Switch to the Financial freedom view to see your Target in context, then click Share if you want to show off your projection.
Tip: test a few return scenarios (conservative, moderate, optimistic) to see how sensitive the projection is to that assumption.
Note: the projection is a simplified model — contributions are capitalized at year end, which doesn't exactly mirror real monthly deposits or market swings.
Ready to see where you're headed?
Open the Goals tab