About Us

Your Financial Story Deserves to Be Heard

We believe every Canadian deserves financial clarity that starts with who they are, not what products are available.

Our Mission

To shift financial services from product-first to people-first.

Most financial tools put you in a category. They ask you to fill out forms, pick from generic templates, and hope the advice fits. They don't account for your unique goals, responsibilities, and life circumstances.

MyFi starts with your story. Through guided conversation, we help you build a living financial profile, gain clarity on the decisions that matter, and connect with the right advisor when you're ready.

Story First

Your context shapes every insight, not generic assumptions.

Privacy Protected

Your data stays yours. Always.

Our Story

Why We Built MyFi

The Problem We Saw

Walk into most financial tools and you'll find static forms, one-size-fits-all recommendations, and product-driven conversations that ignore who you actually are.

Canadians deserve better than generic advice that doesn't account for their unique story.

The Solution We Created

MyFi is a conversational financial assistant that understands your complete picture through natural dialogue: your income, goals, debts, responsibilities, and life stage.

It gives you clarity before action, so you can make confident decisions and walk into advisor meetings fully prepared.

Built for Canada

We're not an American company with a Canadian skin. MyFi was built from the ground up for Canadians.

We understand TFSA contribution limits, RRSP deduction strategies, the FHSA, provincial tax differences, and all the nuances that make Canadian personal finance unique.

Our Values

The principles that guide everything we do.

Your Story First

Your goals and context define the plan, not the other way around.

Personalization

Generic insights help no one. Every recommendation should be tailored to the individual.

Privacy

Your financial data is sensitive. We protect it fiercely and never sell it.

Clarity

Financial concepts don't have to be complicated. We explain everything in plain language.

Ready to Start Your Financial Story?

No commitment. No financial expertise required. Just start a conversation.

Start Your Financial Story