Does WealthWise provide personalized financial advice?

No. WealthWise publishes educational content and portfolio analytics tools. It does not provide personalized financial, tax or investment advice.

Which sources does WealthWise use?

WealthWise prioritizes primary and verifiable sources, including the Government of Canada, Canada Revenue Agency, Bank of Canada, official fund provider documents, broker documentation and Canadian investor education organizations.

How often are pages updated?

Pages that depend on tax figures, registered-account limits and calculators are reviewed at least annually, and sooner when an official source changes an important figure.

How can readers report an error?

Readers can report an error at support@mywealthwise.ca. Factual corrections are prioritized and the affected page is re-dated when the correction changes the published information.

Our editorial standards

Published May 23, 2026 · Updated July 17, 2026 · Language: Canadian English

Short answer: WealthWise creates financial content from verifiable Canadian sources, states calculator assumptions, separates general education from personalized advice, updates figure-sensitive pages, and corrects reader-reported errors.

Financial content is a matter of trust. Here, in full transparency, is how WealthWise researches, fact-checks and updates the guides, calculators and comparisons it publishes for Canadian investors. Our goal: information that is accurate, current and clear — always for educational purposes.

1.How we research

Every guide starts from authoritative primary sources, never a simple aggregation of blogs. Depending on the topic, we rely on:

the Government of Canada and the Canada Revenue Agency for RRSP, TFSA, FHSA, RESP and RRIF limits and tax rules;
the Bank of Canada for exchange rates, inflation and selected economic series;
official broker and fund provider documents for fees, fund characteristics and ETF data;
Canadian investor education and protection organizations when a topic touches risk, safety or regulation.

Important sources are cited directly in articles or in a "Sources and references" section when the page is a long-form guide.

2.How we fact-check

Before publishing, every key figure is cross-checked against a verifiable source: contribution limit, tax bracket, minimum withdrawal rate, clawback threshold, return assumption or exchange rate. A tax figure without a reliable source is not published as certainty.

Calculators state their assumptions so readers can understand the result: return, inflation, compounding frequency, province, time horizon, account type and tax treatment.

3.Writing-assistance tools

Automated tools, including artificial intelligence tools, may help the team structure an outline, identify unclear passages or prepare a first translation. These tools are never treated as sources. Factual claims must be verified against the cited documents, and sensitive pages receive editorial review before publication.

Generated wording is not published when it cannot be confirmed, turns an estimate into a fact or could be mistaken for personalized advice.

4.Updates and freshness

Canadian tax rules change regularly. Our review schedule reflects the risk that information may become stale:

Continuous priority: account limits, tax rates, deadlines and calculators are corrected when an official source changes a material figure, with at least one annual review.
Quarterly review: broker fees, platform features and product data that may change.
Semiannual review: methodology guides and more stable financial concepts, in addition to reader-reported corrections.

Pages that depend on a tax year include their year in the title or description when useful.

When a correction changes the meaning of a page, we update the modified date and, when needed, adjust the introduction so older information is not quoted out of context.

5.Editorial independence

WealthWise is neither a broker nor a seller of financial products, and earns no broker commissions. Our comparisons, including Wealthsimple vs Questrade vs Disnat, Sharesight vs WealthWise and Wealthica vs WealthWise, aim to explain differences in use case, price, language, Canadian tax fit and depth of analysis.

When WealthWise is compared with another tool, the page clearly states that WealthWise is the publisher of the comparison.

6.Who writes and reviews

Content is produced by the WealthWise team, based in Canada, combining self-directed investing practice, financial tool development and source-based research. The editorial philosophy is simple: clarity, neutrality, explicit assumptions and verifiable sources.

Higher-interpretation pages, including tax guides, retirement pages, comparisons and calculators, receive human review before publication. To learn more about the team and mission, see the About page.

7.Scope and limits

All WealthWise content is provided for informational and educational purposes only. WealthWise is not registered as an investment advisor with Canadian provincial securities regulators, and nothing here constitutes personalized financial or tax advice.

Key takeaway

WealthWise can help users understand a portfolio, simulate scenarios and identify risks. The final decision always belongs to the user. For a recommendation tailored to your situation, consult a qualified professional in your province or a licensed CPA.

8.Reporting an error

If you spot an inaccuracy, email us at support@mywealthwise.ca. We prioritize factual errors, outdated figures, broken links, ambiguous wording and poorly explained assumptions.

9.Material update log

July 17, 2026: explicitly separated official TFSA limits through 2026 from the non-official 2027 estimate.
July 17, 2026: added the writing-assistance policy and risk-based review schedule.
July 8, 2026: added the correction policy and primary-source requirements.