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AI-Powered Financial Assistant

Your Financial Decisions.
Finally Built Around You.

MyFi helps Canadians define their financial story, plan smarter, and connect with the right advisor, on your terms.

MyFi Assistant
Hi! I'm MyFi. What's your primary financial goal?
I want to buy a home in Toronto
Great goal! Based on your $85K income, here's your personalized savings plan...
Your Home Buying Plan
$127K Target Savings
2.5 yrs Timeline
42% toward goal

What Is MyFi?

Most tools put you in a category.
MyFi starts with your story.

A conversational financial assistant that understands your unique situation through guided dialogue. Like a thoughtful advisor, available anytime.

Learns your goals

Through natural conversation, MyFi understands what matters most to you.

Understands responsibilities

Family, debts, commitments. Your full picture shapes the advice.

Adapts to life changes

Life evolves. Your financial plan should too.

Real-time personalized answers

Not generic advice. Insights built around your reality.

How It Works

Four steps to financial clarity

1

Define Your Profile

Through natural conversation, articulate your income, savings, debt, goals, and concerns. MyFi estimates intelligently when you don't know.

A living financial profile built around your reality
Income $85,000
Savings $23,500
Goal Home Purchase
2

Ask Any Question

What's my tax burden? TFSA or RRSP? Can I afford this home? MyFi connects your question to your context.

Personalized insight, not generic advice
"Should I max RRSP or TFSA first?"
Based on your $85K income, prioritize RRSP for the 29.65% tax refund.
3

Explore Scenarios

Test different strategies, compare rent vs buy, simulate allocations. Every change recalibrates instantly.

Refine your thinking before deciding
Rent
Buy
Wait
5-year wealth comparison
4

Connect with Advisors

Share your verified profile with certified advisors. They get your complete context, no retelling your story.

Walk in prepared and clear
JM
Jennifer M. CFP, Toronto
Verified

The Difference

What Makes MyFi Different?

Traditional tools treat you like a number. MyFi treats you like a person with a unique story.

Traditional Tools
  • Static forms
  • One-size-fits-all advice
  • Product-driven conversations
  • Repetitive onboarding
  • Sales-first incentives
MyFi
  • Conversation-driven profile
  • Hyper-personalized projections
  • Goal-driven planning
  • Transferable verified profile
  • Context-first insights

Why This Matters

Without personalized guidance, Canadians often:

  • Overpay in taxes
  • Under-optimize investments
  • Delay important decisions
  • Repeat financial mistakes

With structured personalization, small improvements compound dramatically.

Clarity today becomes freedom tomorrow.

Our Vision

Financial services need to shift from product-first to people-first.

  • Your goals define the plan
  • Your context shapes advice
  • Your data stays under control
  • Institutions adapt to you

Designed for Canadians

MyFi is built for:

Young professionals
Immigrant families
Mid-career earners
Homebuyers
Pre-retirees

You don't need to be financially sophisticated. You just need to be curious about your future.

Your Data. Your Control.

We take privacy seriously.

  • You control what you share
  • Advisors receive data only with verified consent
  • Secure login and encrypted storage
  • Built with Canadian privacy standards

Your financial story belongs to you.

Questions

Frequently Asked
Questions

Is MyFi replacing financial advisors?

No. MyFi prepares you before you meet one, helping you articulate goals and walk into conversations informed and confident.

Is this investment advice?

MyFi provides contextual financial insights and education. Execution and specific investment recommendations are handled by licensed professionals.

Do I need exact financial data?

No. Start with what you know. MyFi helps estimate and refine your profile over time as you learn more.

Is my data sold?

Never. Your data is shared only with your explicit consent when you choose to connect with an advisor.

Start With Clarity

No commitment. No meeting. No financial expertise required.

Just start a conversation.

Build My Financial Profile