Happy family sitting together on the couch

Snapshot

Your Family Financial Snapshot

One calm, private place to see your home equity, RESP, RRSP, TFSA, and cash savings — plus a simple view of how things could grow over time if you stay on course.

  • Everything in one view — no spreadsheets or statements.
  • Built for Canadian families, not day-traders.
  • Updates automatically from Your Plan.
Update your plan inputs

Your snapshot uses the numbers from Your Plan. Adjust them any time to see how your picture changes.

Today’s picture

Key numbers, side by side

These tiles pull together the most important parts of your family finances — so you can quickly answer “Where are we at?” without digging through statements.

Total invested for the future

Future-Focused Money

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  • Combined RESP, RRSP, TFSA, and other savings for family goals.
  • Includes today’s balances plus projected growth from Your Plan.
  • Represents money dedicated to long-term priorities, not day-to-day spending.

Think of this as your long-term investment picture as it stands today.

Mortgage status

Home & mortgage

Home value

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Balance

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Equity today

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A quick view of what your home may be worth today and how much you effectively “own” through equity.

Net Worth & Monthly Surplus

Overall Position

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  • Monthly surplus available to redirect: –

Shows how your home equity and savings fit together — and how much extra cash flow may be available to invest or pay down debt each month.

By Area

How each piece supports your plan

A closer look at how your home, education savings, and retirement accounts are working together to support your long-term goals.

Home & Mortgage

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Education (RESP)

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Retirement (RRSP & TFSA)

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Overview

Big picture at a glance

See how today’s numbers are split up — and how your “future-focused” money could grow over the next 10 years if contributions and returns stay on track.

Where your money is today

Approximate breakdown of home equity, RESP, RRSP, TFSA, and cash savings based on the snapshot above.

Helpful for spotting if too much is tied up in your home versus investments.

Simple 10-year projection

A rough projection of total future-focused money based on your current contribution pattern and return assumptions.

This isn’t a guarantee, just a steady-path illustration using Your Plan inputs.