Coming Soon · Summer 2026
Your clients' financial planning, brought to light.
Bright Plan brings projections, decumulation, and tax scenarios together in one clear tool — built for Quebec's financial advisors and planners.
No spam. Just one email — on launch day.
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Thanks ! We'll write to you the day Bright Plan opens.
Real-time projections
Savings, retirement, and decumulation come to life in a few clicks, right in front of your client.
Quebec tax rules built in
TFSA, RRSP, FHSA, QPP, OAS — 2026 rules included, no spreadsheet to maintain.
Clear reports, in your brand
Crystal-clear summaries to hand to your client, presented in your brand identity.