Keep TFSA, RRSP, Spousal RRSP, FHSA, RESP, and Investment planning separated by account.
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Build pies, estimate deposits, stay in control
WealthPie helps you organize target pies for TFSA, RRSP, Spousal RRSP, FHSA, RESP, and investment accounts. Enter a planning amount, review the estimated split by slice, and set recurring deposits directly inside your brokerage account.
Keep TFSA, RRSP, Spousal RRSP, FHSA, RESP, and Investment planning separated by account.
Create the percentages yourself and use WealthPie to check the math before saving.
Use the estimate to set deposits or purchases directly in your brokerage account.
Pies define intent, a planning amount shows the estimated split, and you stay in control of any action at your brokerage.
Create a master pie, add child pies or stock and ETF slices, and validate that every saved pie totals 100%.
Type the amount you plan to contribute so WealthPie can split it by your saved target percentages.
See the estimated dollars and shares for each user-selected slice, then set up the recurring deposit or purchase directly with your brokerage.
These sample charts show the kind of visibility users can review while tracking target pies and connected brokerage holdings over time.
Common questions about pie setup, connected holdings, and deposit allocation estimates.
Yes. Users can create multiple pies for different strategies, goals, or account buckets.
The app should block saving that pie until the slice percentages add up to exactly 100%.
No. WealthPie is a self-directed planning tool. It estimates allocation amounts from your saved targets, and you complete any recurring deposit or brokerage action directly with your brokerage.
Yes. A single pie can hold ETFs, stocks, or a mix of both, each with its own target percentage.
No. WealthPie does not recommend securities or guarantee returns. Users independently choose securities and remain responsible for brokerage decisions.
Yes. Users can edit slice weights and use the updated targets for future deposit planning.