WealthWise
In the app

See what you own. After what you owe.

Add other assets and debts to your tracked investments. See your net worth and keep checkpoints to understand how it changes over time.

Results depend on the amounts entered and how recently they were updated.

An example of the bigger picture Fictional data · CAD
TFSA and RRSP
$120,000
Other accounts and investments
$60,000
Crypto
$5,000
Debts
−$25,000
Net worth
$160,000

What you can do

Beyond investments

Enter cash, property and other assets to complete your financial picture.

Debts belong in the picture

Add mortgages, credit and other loans to separate what you own from what you owe.

Progress you can revisit

Confirm your review to record a checkpoint and compare amounts over time.

How to get started

From idea to action.

Features and data depend on availability and plan. Compare plans

  1. Bring the amounts together

    Start with tracked investments, then add external assets.

  2. Add what you owe

    Enter debt balances, rather than monthly payment amounts.

  3. Review regularly

    Update your amounts and record your review.

Your questions, answered.

Is my home valued automatically?

No. You enter and update external asset values. WealthWise does not provide a property appraisal.

Can I get a first calculation without an account?

Yes. The public net worth calculator offers a one-time calculation. The ongoing tracking shown here takes place in the application.

Is an increase in net worth an investment return?

Not necessarily. Deposits, debt repayments or revised estimates can change net worth without being investment returns.

Try it. See for yourself.

Explore first. Create an account when you are ready.